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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 %
CWM
176
Chesapeake Wealth Management
Virginia
$2.61M +$14.6K +1,290 +0.6%
AI
177
Atria Investments
North Carolina
$2.48M -$13.2M -1,165,662 -84%
LJAC
178
L.J. Altfest & Co
New York
$2.44M +$300K +26,976 +14%
PMG
179
ProVise Management Group
Florida
$2.43M +$177K +15,570 +8%
KIA
180
KCM Investment Advisors
California
$2.42M +$612 +54 +0%
Ameriprise
181
Ameriprise
Minnesota
$2.4M +$745K +65,634 +45%
EVM
182
Eaton Vance Management
Massachusetts
$2.39M -$206K -18,144 -8%
PCMC
183
Private Capital Management (Colorado)
Colorado
$2.38M -$8.37K -738 -0.4%
CMBA
184
C.M. Bidwell & Associates
Hawaii
$2.37M -$34K -3,000 -1%
MFGP
185
Marshall Financial Group (Pennsylvania)
Pennsylvania
$2.34M +$314K +27,654 +15%
DWM
186
Destination Wealth Management
California
$2.33M -$541K -47,706 -19%
KF
187
Krilogy Financial
Missouri
$2.32M +$54.9K +4,842 +2%
BL
188
Balentine LLC
Georgia
$2.31M – – –
HCMT
189
Highland Capital Management (Tennessee)
Tennessee
$2.31M +$885 +78 +0%
SSWM
190
Sheets Smith Wealth Management
North Carolina
$2.21M +$67.8K +5,976 +3%
VC
191
Voit & Company
Wisconsin
$2.17M -$334K -29,424 -13%
BWL
192
Bogart Wealth LLC
Virginia
$2.14M +$48K +4,236 +2%
LIM
193
Leavell Investment Management
Alabama
$2.14M +$247K +21,762 +13%
VCAM
194
Van Cleef Asset Management
Ohio
$2.12M -$2.04M -179,940 -49%
PP
195
PagnatoKarp Partners
Virginia
$2.12M +$1.84K +162 +0.1%
Mercer Global Advisors
196
Mercer Global Advisors
Colorado
$2.1M +$2.1M +184,836 New
VCP
197
Vista Capital Partners
Oregon
$2.07M -$4.65M -410,196 -69%
VA
198
Valmark Advisers
Ohio
$2.06M +$318K +28,056 +18%
BJL
199
Brighton Jones LLC
Washington
$2.06M +$104K +9,132 +5%
NGA
200
Naples Global Advisors
Florida
$2.04M +$123K +10,860 +6%
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