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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

583 hedge funds and large institutions have $6.16B invested in Schwab US Broad Market ETF in 2019 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 249 increasing their positions, 183 reducing their positions, and 25 closing their positions.

Holders
583
Holders Change
+25
Holders Change %
+4.48%
% of All Funds
12.68%
Holding in Top 10
95
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
2.07%
New
56
Increased
249
Reduced
183
Closed
25
Calls
$2.47M
Puts
$15K
Net Calls
+$2.45M
Net Calls Change
+$1.64M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$526M
2
TIM
2
Total Investment Management
Arizona
$55.2M
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$747M
4
CAI
4
Capital Advisors Inc
Oklahoma
$60.5M
5
Betterment LLC
5
Betterment LLC
New York
$505M

Top Sellers

1
JPLA
1
Joseph P. Lucia & Associates
New York
$1.46M
2
MFRM
2
Milliman Financial Risk Management
Illinois
$845M
3
Goldman Sachs
3
Goldman Sachs
New York
$2.29M
4
OIA
4
OneDigital Investment Advisors
Kansas
$7.34M
5
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$99.2M
Name Market Value Shares Shares
Change 		Shares
Change %
GA
151
Gateway Advisory
New Jersey
$3.3M 46,782 -6,861 -13%
ZF
152
Zhang Financial
Michigan
$3.27M 46,344 -2,697 -5%
ASN
153
Advisory Services Network
Georgia
$3.25M 46,031 +20,739 +82%
JHCP
154
Jackson Hole Capital Partners
Oklahoma
$3.24M 45,982 +4,629 +11%
CG
155
CFO4Life Group
Texas
$3.23M 45,779 +183 +0.4%
MPI
156
Mairs & Power Inc
Minnesota
$3.2M 45,370 – –
DADC
157
D.A. Davidson & Co
Montana
$3.13M 44,329 +1,046 +2%
LRPA
158
L. Roy Papp & Associates
Arizona
$3.12M 44,235 +2,124 +5%
MFGP
159
Marshall Financial Group (Pennsylvania)
Pennsylvania
$3.11M 44,151 +9,747 +28%
RWM
160
RKL Wealth Management
Pennsylvania
$3.09M 43,789 +808 +2%
BPWA
161
Beacon Pointe Wealth Advisors
California
$3.05M 43,188 -2,547 -6%
SAM
162
Sawgrass Asset Management
Florida
$3.04M 43,095 -300 -0.7%
CWS
163
Cypress Wealth Services
California
$3.03M 42,956 +3,897 +10%
NI
164
NYL Investors
New York
$3.03M 42,900 -1,900 -4%
MIAN
165
Mariner Independent Advisor Network
Kansas
$3M 42,392 -405 -0.9%
JWA
166
JFS Wealth Advisors
Pennsylvania
$2.95M 41,790 +368 +0.9%
BCM
167
Boltwood Capital Management
California
$2.94M 41,641 -957 -2%
GVAG
168
Great Valley Advisor Group
Delaware
$2.87M 40,438 +1,573 +4%
SWRP
169
Summit Wealth & Retirement Planning
California
$2.86M 40,594 -281 -0.7%
ADL
170
Asset Dedication LLC
California
$2.83M 40,186 +383 +1%
LJAC
171
L.J. Altfest & Co
New York
$2.79M 39,549 +3,032 +8%
AIM
172
AMI Investment Management
Indiana
$2.76M 39,132 -578 -1%
FC
173
Financial Consulate
Maryland
$2.68M 38,024 -146,429 -79%
PMG
174
ProVise Management Group
Florida
$2.68M 37,976 +2,297 +6%
CWM
175
Chesapeake Wealth Management
Virginia
$2.67M 37,883 -422 -1%
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