SCHB icon

Schwab US Broad Market ETF
SCHB

Overview Fund Activity

558 hedge funds and large institutions have $5.64B invested in Schwab US Broad Market ETF in 2019 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 269 increasing their positions, 166 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
558
Holders Change
+21
Holders Change %
+3.91%
% of All Funds
12.1%
Holding in Top 10
95
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+7.95%
% of All Funds
2.06%
New
64
Increased
269
Reduced
166
Closed
32
Calls
$1.42M
Puts
$612K
Net Calls
+$808K
Net Calls Change
-$488K

Top Buyers

1
MFRM
Milliman Financial Risk Management
Illinois
$861M
2
UBS Group
UBS Group
Switzerland
$326M
3
Goldman Sachs
Goldman Sachs
New York
$38M
4
Mariner
Mariner
Kansas
$22.7M
5
FSA
Financial Services Advisory
Maryland
$17.5M

Top Sellers

1
ACA
Ackerman Capital Advisors
Texas
$3.81M
2
PPA
Parametric Portfolio Associates
Washington
$0
3
FPCG
Fort Pitt Capital Group
Pennsylvania
$30.9M
4
Wealthfront Advisers
Wealthfront Advisers
California
$678M
5
PCA
Personal Capital Advisors
California
$1.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
151
CFO4Life Group
Texas
$3.1M +$5.04K +444 +0.2%
IF
152
Ironwood Financial
Arizona
$3.09M +$99.1K +8,736 +3%
MPI
153
Mairs & Power Inc
Minnesota
$3.09M – – –
MWM
154
MinichMacGregor Wealth Management
New York
$3.06M +$3.06M +266,706 New
NI
155
NYL Investors
New York
$3.05M -$395K -34,800 -11%
SAM
156
Sawgrass Asset Management
Florida
$2.95M – – –
DADC
157
D.A. Davidson & Co
Montana
$2.95M +$2.7M +238,338 +1,116%
HI
158
Hudock Inc
Pennsylvania
$2.93M +$27.7K +2,442 +1%
DPI
159
Diversified Portfolios Inc
Michigan
$2.93M +$122K +10,146 +4%
RWM
160
RKL Wealth Management
Pennsylvania
$2.93M +$735K +64,722 +34%
MIAN
161
Mariner Independent Advisor Network
Kansas
$2.92M +$55K +4,836 +2%
PV
162
Private Vista
Illinois
$2.92M +$1.16K +102 +0%
BCM
163
Breiter Capital Management
Florida
$2.91M +$2.41M +226,500 +478%
WF
164
WealthTrust Fairport
Ohio
$2.91M +$61.4K +5,412 +2%
BCM
165
Boltwood Capital Management
California
$2.9M -$578K -50,922 -17%
MWP
166
MYCIO Wealth Partners
Pennsylvania
$2.9M +$25.5K +2,244 +0.9%
LRPA
167
L. Roy Papp & Associates
Arizona
$2.87M +$856K +75,480 +43%
RJFSA
168
Raymond James Financial Services Advisors
Florida
$2.85M -$6.19K -546 -0.2%
JWA
169
JFS Wealth Advisors
Pennsylvania
$2.82M -$1.41M -124,734 -33%
JHCP
170
Jackson Hole Capital Partners
Oklahoma
$2.81M +$12K +1,062 +0.4%
SWRP
171
Summit Wealth & Retirement Planning
California
$2.78M -$79.8K -7,038 -3%
AIM
172
AMI Investment Management
Indiana
$2.7M +$47.7K +4,206 +2%
ADL
173
Asset Dedication LLC
California
$2.7M +$611 +54 +0%
CWS
174
Cypress Wealth Services
California
$2.66M +$1.25M +109,974 +88%
GVAG
175
Great Valley Advisor Group
Delaware
$2.64M -$573K -50,610 -18%
5 6
7
8 9