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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

681 hedge funds and large institutions have $6.43B invested in Schwab US Broad Market ETF in 2019 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 263 increasing their positions, 211 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
681
Holders Change
+92
Holders Change %
+15.62%
% of All Funds
13.45%
Holding in Top 10
110
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+15.79%
% of All Funds
2.17%
New
123
Increased
263
Reduced
211
Closed
24
Calls
$5.04M
Puts
$871K
Net Calls
+$4.16M
Net Calls Change
+$912K

Top Buyers

1
GSWM
Golden State Wealth Management
California
$59.1M
2
Wells Fargo
Wells Fargo
California
$37.3M
3
PCA
Personal Capital Advisors
California
$21.1M
4
Wealthfront Advisers
Wealthfront Advisers
California
$851M
5
FPCG
Fort Pitt Capital Group
Pennsylvania
$45.3M

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
$739M
2
Betterment LLC
Betterment LLC
New York
$501M
3
Bank of America
Bank of America
North Carolina
$93.7M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$46.2M
5
Jane Street
Jane Street
New York
$4.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
151
Ballast Advisors
Minnesota
$4.59M +$4.59M +358,404 New
Jane Street
152
Jane Street
New York
$4.37M -$21.4M -1,670,580 -83%
BWI
153
Beacon Wealthcare Inc
North Carolina
$4.31M -$128K -9,876 -3%
ASN
154
Advisory Services Network
Georgia
$4.26M +$723K +56,430 +20%
SFWC
155
Strategic Family Wealth Counselors
New Jersey
$4.26M -$83K -6,474 -2%
AOWM
156
Alpha Omega Wealth Management
Virginia
$4.25M +$39.9K +3,114 +0.9%
AG
157
Advisor Group
Arizona
$4.15M -$1.69M -131,730 -29%
PWMG
158
Prestige Wealth Management Group
New Jersey
$4.07M -$29.9K -2,334 -0.7%
VCAM
159
Van Cleef Asset Management
Ohio
$4.06M +$2.16M +168,600 +114%
SA
160
Shilanski & Associates
Alaska
$4.01M +$93.9K +7,326 +2%
VVP
161
Venture Visionary Partners
Ohio
$3.95M +$3.95M +307,944 New
Chevy Chase Trust
162
Chevy Chase Trust
Maryland
$3.94M – – –
SIA
163
Starfire Investment Advisers
Michigan
$3.89M -$125K -9,768 -3%
BCI
164
Brinker Capital Investments
Pennsylvania
$3.85M -$224K -17,454 -5%
RJFSA
165
Raymond James Financial Services Advisors
Florida
$3.84M +$1.08M +84,174 +39%
JIC
166
Johnson Investment Counsel
Ohio
$3.83M +$1.47M +114,468 +62%
PS
167
Portfolio Solutions
Michigan
$3.74M +$224K +17,478 +6%
Koshinski Asset Management
168
Koshinski Asset Management
Illinois
$3.68M +$2.48M +194,106 +207%
Northwestern Mutual Wealth Management
169
Northwestern Mutual Wealth Management
Wisconsin
$3.68M +$1.72M +134,460 +88%
CG
170
CFO4Life Group
Texas
$3.58M -$5K -390 -0.1%
William Blair & Company
171
William Blair & Company
Illinois
$3.53M +$230K +17,952 +7%
JHCP
172
Jackson Hole Capital Partners
Oklahoma
$3.51M +$308 +24 +0%
ISWM
173
Independent Solutions Wealth Management
New York
$3.5M +$3.5M +273,354 New
MPI
174
Mairs & Power Inc
Minnesota
$3.49M – – –
SSWM
175
Sheets Smith Wealth Management
North Carolina
$3.48M -$410K -32,040 -11%
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