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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 %
FA
176
Faithward Advisors
Pennsylvania
$3.43M -$122K -9,516 -3%
SFS
177
Sowell Financial Services
Arkansas
$3.39M +$1.64M +128,148 +94%
NI
178
NYL Investors
New York
$3.38M +$15.4K +1,200 +0.5%
BCM
179
Boltwood Capital Management
California
$3.37M +$43.2K +3,372 +1%
BAM
180
Belpointe Asset Management
Nevada
$3.34M -$208K -16,242 -6%
MWP
181
MYCIO Wealth Partners
Pennsylvania
$3.33M +$80.8K +6,306 +2%
JWA
182
JFS Wealth Advisors
Pennsylvania
$3.32M +$102K +7,968 +3%
ZF
183
Zhang Financial
Michigan
$3.29M -$188K -14,538 -5%
PV
184
Private Vista
Illinois
$3.29M +$1.23K +96 +0%
DADC
185
D.A. Davidson & Co
Montana
$3.28M -$99K -7,728 -3%
JPMPWA
186
J.P. Morgan Private Wealth Advisors
California
$3.27M +$190K +14,808 +6%
GVAG
187
Great Valley Advisor Group
Delaware
$3.26M +$25.4K +1,974 +0.8%
FG
188
Fiduciary Group
Georgia
$3.24M -$360K -28,104 -10%
LRPA
189
L. Roy Papp & Associates
Arizona
$3.19M -$125K -9,768 -4%
ADL
190
Asset Dedication LLC
California
$3.18M -$36.4K -2,838 -1%
DLCIG
191
D.L. Carlson Investment Group
New Hampshire
$3.15M +$1.22M +95,154 +63%
LJAC
192
L.J. Altfest & Co
New York
$3.14M +$157K +12,228 +5%
KF
193
Krilogy Financial
Missouri
$3.11M +$444K +34,674 +17%
Ameriprise
194
Ameriprise
Minnesota
$3.11M +$49.5K +3,864 +2%
AIM
195
AMI Investment Management
Indiana
$3.1M -$1.77K -138 -0.1%
VC
196
Voit & Company
Wisconsin
$3.09M +$553K +43,200 +22%
PMFA
197
Plante Moran Financial Advisors
Michigan
$3.07M -$1.15M -89,484 -27%
CI
198
Cordant Inc
Oregon
$3.05M +$3.05M +238,092 New
BPWA
199
Beacon Pointe Wealth Advisors
California
$3.05M -$324K -25,242 -10%
SBL
200
Sargent Bickham Lagudis
Colorado
$3.05M -$16.4K -1,278 -0.5%
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