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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

537 hedge funds and large institutions have $4.58B invested in Schwab US Broad Market ETF in 2018 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 243 increasing their positions, 119 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
537
Holders Change
+62
Holders Change %
+13.05%
% of All Funds
11.98%
Holding in Top 10
88
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+33.33%
% of All Funds
1.96%
New
108
Increased
243
Reduced
119
Closed
41
Calls
$1.59M
Puts
$289K
Net Calls
+$1.3M
Net Calls Change
+$389K

Top Buyers

1
Betterment LLC
Betterment LLC
New York
$405M
2
FPCG
Fort Pitt Capital Group
Pennsylvania
$69.8M
3
PPA
Parametric Portfolio Associates
Washington
$48.7M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$81.6M
5
PCA
Personal Capital Advisors
California
$24.8M

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
$549M
2
TIM
Total Investment Management
Arizona
$419K
3
CAI
Capital Advisors Inc
Oklahoma
$13.7M
4
RPGK
Retirement Planning Group (Kansas)
Kansas
$75M
5
PA
Planning Alternatives
Michigan
$26.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
151
Starfire Investment Advisers
Michigan
$3.07M -$33.7K -3,378 -1%
BCM
152
Boltwood Capital Management
California
$3.06M -$469K -46,974 -13%
NI
153
NYL Investors
New York
$3.03M +$3.03M +303,600 New
BPWA
154
Beacon Pointe Wealth Advisors
California
$2.91M +$2.91M +292,470 New
FG
155
Fiduciary Group
Georgia
$2.81M +$67.7K +6,774 +2%
CG
156
CFO4Life Group
Texas
$2.73M +$1.14M +114,132 +72%
JPMPWA
157
J.P. Morgan Private Wealth Advisors
California
$2.72M +$777K +77,808 +40%
MPI
158
Mairs & Power Inc
Minnesota
$2.72M – – –
OWM
159
Orgel Wealth Management
Wisconsin
$2.71M +$2.71M +270,858 New
IDA
160
Intelligence Driven Advisers
California
$2.68M +$2.68M +268,566 New
EFS
161
Econ Financial Services
Pennsylvania
$2.66M +$2.66M +266,652 New
IF
162
Ironwood Financial
Arizona
$2.63M +$1.56M +155,856 +145%
SAM
163
Sawgrass Asset Management
Florida
$2.6M – – –
PV
164
Private Vista
Illinois
$2.57M -$136K -13,650 -5%
MIAN
165
Mariner Independent Advisor Network
Kansas
$2.56M +$1.08M +106,776 +74%
HI
166
Hudock Inc
Pennsylvania
$2.54M -$184K -18,546 -7%
DWM
167
Destination Wealth Management
California
$2.53M +$405K +40,518 +19%
MWP
168
MYCIO Wealth Partners
Pennsylvania
$2.53M +$135K +13,470 +6%
SWRP
169
Summit Wealth & Retirement Planning
California
$2.52M +$2.52M +252,288 New
RJFSA
170
Raymond James Financial Services Advisors
Florida
$2.51M -$812K -81,318 -24%
ZF
171
Zhang Financial
Michigan
$2.51M +$2.51M +251,424 New
WF
172
WealthTrust Fairport
Ohio
$2.5M +$828K +82,926 +49%
JHCP
173
Jackson Hole Capital Partners
Oklahoma
$2.47M +$2.47M +247,056 New
ADL
174
Asset Dedication LLC
California
$2.39M +$86.5K +8,652 +4%
TRCT
175
Tower Research Capital (TRC)
New York
$2.35M +$2.01M +200,772 +588%
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