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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
+$214M
2
FPCG
Fort Pitt Capital Group
Pennsylvania
+$49.2M
3
PPA
Parametric Portfolio Associates
Washington
+$48.7M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$32.5M
5
PCA
Personal Capital Advisors
California
+$24.2M

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
-$245M
2
TIM
Total Investment Management
Arizona
-$52.9M
3
CAI
Capital Advisors Inc
Oklahoma
-$34.6M
4
RPGK
Retirement Planning Group (Kansas)
Kansas
-$10.6M
5
PA
Planning Alternatives
Michigan
-$9.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
DPI
176
Diversified Portfolios Inc
Michigan
$2.34M +$1.62M +162,546 +226%
AIM
177
AMI Investment Management
Indiana
$2.34M -$183K -18,336 -7%
EVM
178
Eaton Vance Management
Massachusetts
$2.29M -$11.1K -1,116 -0.5%
CWM
179
Chesapeake Wealth Management
Virginia
$2.28M -$15.9K -1,590 -0.7%
AG
180
Advisor Group
Arizona
$2.22M -$183K -18,288 -8%
VC
181
Voit & Company
Wisconsin
$2.21M +$2.21M +220,956 New
RF
182
RHS Financial
California
$2.15M +$2.15M +214,968 New
KIA
183
KCM Investment Advisors
California
$2.13M -$71K -7,104 -3%
CMBA
184
C.M. Bidwell & Associates
Hawaii
$2.12M +$61.4K +6,150 +3%
HCA
185
Horan Capital Advisors
Ohio
$2.11M +$621K +62,136 +42%
PCMC
186
Private Capital Management (Colorado)
Colorado
$2.1M +$2.1M +210,270 New
MWM
187
Merriman Wealth Management
Washington
$2.04M +$2.04M +201,846 New
BL
188
Balentine LLC
Georgia
$2.04M +$2.04M +204,000 New
HCMT
189
Highland Capital Management (Tennessee)
Tennessee
$2.04M +$67.7K +6,780 +3%
KF
190
Krilogy Financial
Missouri
$1.99M +$419K +41,994 +27%
PMG
191
ProVise Management Group
Florida
$1.98M +$40.4K +4,044 +2%
RWM
192
RKL Wealth Management
Pennsylvania
$1.93M +$407K +40,776 +27%
LJAC
193
L.J. Altfest & Co
New York
$1.92M -$6.23K -624 -0.3%
SSWM
194
Sheets Smith Wealth Management
North Carolina
$1.89M +$610K +61,044 +48%
PP
195
PagnatoKarp Partners
Virginia
$1.86M +$18.5K +1,848 +1%
BWL
196
Bogart Wealth LLC
Virginia
$1.84M +$36.9K +3,690 +2%
CC
197
Callan Capital
California
$1.79M -$35.2K -3,528 -2%
MFGP
198
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.79M +$1.79M +178,770 New
LRPA
199
L. Roy Papp & Associates
Arizona
$1.77M +$33.8K +3,384 +2%
JFGLC
200
Johnson Financial Group LLC (Colorado)
Colorado
$1.76M +$1.76M +176,340 New
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