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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 %
HI
176
Hudock Inc
Pennsylvania
$2.65M 37,594 -5,522 -13%
SBL
177
Sargent Bickham Lagudis
Colorado
$2.6M 36,917 -27,349 -43%
PV
178
Private Vista
Illinois
$2.6M 36,854 -6,029 -14%
DPI
179
Diversified Portfolios Inc
Michigan
$2.59M 36,781 -4,002 -10%
BAM
180
Belpointe Asset Management
Nevada
$2.55M 36,168 +36,168 New
RJFSA
181
Raymond James Financial Services Advisors
Florida
$2.52M 35,695 -6,149 -15%
KIA
182
KCM Investment Advisors
California
$2.5M 35,458 -44 -0.1%
PCMC
183
Private Capital Management (Colorado)
Colorado
$2.49M 35,332 +410 +1%
NGA
184
Naples Global Advisors
Florida
$2.49M 35,309 +5,344 +18%
William Blair & Company
185
William Blair & Company
Illinois
$2.48M 35,119 +20,395 +139%
LIM
186
Leavell Investment Management
Alabama
$2.44M 34,490 +3,070 +10%
CMBA
187
C.M. Bidwell & Associates
Hawaii
$2.44M 34,602 -218 -0.6%
EVM
188
Eaton Vance Management
Massachusetts
$2.44M 34,540 -600 -2%
Ameriprise
189
Ameriprise
Minnesota
$2.43M 34,339 -921 -3%
KF
190
Krilogy Financial
Missouri
$2.42M 34,278 +229 +0.7%
BL
191
Balentine LLC
Georgia
$2.4M 34,000 – –
HCMT
192
Highland Capital Management (Tennessee)
Tennessee
$2.35M 33,330 -653 -2%
JPMPWA
193
J.P. Morgan Private Wealth Advisors
California
$2.3M 32,666 -13,531 -29%
SA
194
SRH Advisors
Kansas
$2.29M 32,526 +3,631 +13%
Goldman Sachs
195
Goldman Sachs
New York
$2.29M 32,391 -526,593 -94%
PCIA
196
Prime Capital Investment Advisors
Kansas
$2.29M 32,404 +4,778 +17%
DWM
197
Destination Wealth Management
California
$2.28M 32,274 -2,030 -6%
VC
198
Voit & Company
Wisconsin
$2.24M 31,692 -230 -0.7%
VCAM
199
Van Cleef Asset Management
Ohio
$2.22M 31,408 +300 +1%
BWL
200
Bogart Wealth LLC
Virginia
$2.21M 31,326 -154 -0.5%
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