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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

589 hedge funds and large institutions have $5.91B invested in Schwab US Broad Market ETF in 2019 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 268 increasing their positions, 192 reducing their positions, and 30 closing their positions.

Holders
589
Holders Change
+6
Holders Change %
+1.03%
% of All Funds
12.94%
Holding in Top 10
95
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
2.09%
New
37
Increased
268
Reduced
192
Closed
30
Calls
$3.61M
Puts
$354K
Net Calls
+$3.25M
Net Calls Change
+$802K

Top Buyers

1
G
1
Gainplan
Michigan
$43.9M
2
WWM
2
WT Wealth Management
Arizona
$21.2M
3
Bank of America
3
Bank of America
North Carolina
$111M
4
Wealthfront Advisers
4
Wealthfront Advisers
California
$772M
5
Jane Street
5
Jane Street
New York
$23.8M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$155M
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$10.7M
3
MFRM
3
Milliman Financial Risk Management
Illinois
$787M
4
FMP
4
Financial Management Professionals
Texas
$10K
5
BAM
5
Berkshire Asset Management
Pennsylvania
$1.42M
Name Market Value Shares Shares
Change 		Shares
Change %
SSWM
151
Sheets Smith Wealth Management
North Carolina
$3.59M 50,558 +1,528 +3%
MFGP
152
Marshall Financial Group (Pennsylvania)
Pennsylvania
$3.56M 50,174 +6,023 +14%
FG
153
Fiduciary Group
Georgia
$3.32M 46,760 -477 -1%
CG
154
CFO4Life Group
Texas
$3.31M 46,595 +816 +2%
BAM
155
Belpointe Asset Management
Nevada
$3.28M 46,199 +10,031 +28%
FA
156
Faithward Advisors
Pennsylvania
$3.28M 46,200 +46,200 New
PS
157
Portfolio Solutions
Michigan
$3.25M 45,765 -55,773 -55%
ASN
158
Advisory Services Network
Georgia
$3.25M 46,031 – –
JHCP
159
Jackson Hole Capital Partners
Oklahoma
$3.24M 45,595 -387 -0.8%
Citadel Advisors
160
Citadel Advisors
Florida
$3.23M 45,516 +45,516 New
MPI
161
Mairs & Power Inc
Minnesota
$3.22M 45,370 – –
ZF
162
Zhang Financial
Michigan
$3.18M 44,703 -1,641 -4%
5L
163
55I LLC
Massachusetts
$3.17M 44,693 -10,237 -19%
DADC
164
D.A. Davidson & Co
Montana
$3.12M 43,961 -368 -0.8%
BPWA
165
Beacon Pointe Wealth Advisors
California
$3.11M 43,770 +582 +1%
NI
166
NYL Investors
New York
$3.1M 43,700 +800 +2%
BCM
167
Boltwood Capital Management
California
$3.08M 43,330 +1,689 +4%
LRPA
168
L. Roy Papp & Associates
Arizona
$3.07M 43,152 -1,083 -2%
SAM
169
Sawgrass Asset Management
Florida
$3.06M 43,095 – –
William Blair & Company
170
William Blair & Company
Illinois
$3.05M 42,946 +7,827 +22%
PV
171
Private Vista
Illinois
$3.04M 42,765 +5,911 +16%
MWP
172
MYCIO Wealth Partners
Pennsylvania
$3M 42,257 -11,307 -21%
JWA
173
JFS Wealth Advisors
Pennsylvania
$2.97M 41,844 +54 +0.1%
ADL
174
Asset Dedication LLC
California
$2.97M 41,818 +1,632 +4%
GVAG
175
Great Valley Advisor Group
Delaware
$2.94M 41,932 +1,494 +4%
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