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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 %
WPIC
201
White Pine Investment Company
Michigan
$1.76M +$26.6K +2,664 +2%
NGA
202
Naples Global Advisors
Florida
$1.76M +$94.5K +9,090 +6%
RJA
203
Raymond James & Associates
Florida
$1.75M -$354K -35,448 -17%
BJL
204
Brighton Jones LLC
Washington
$1.72M +$39.9K +3,996 +2%
JIC
205
Johnson Investment Counsel
Ohio
$1.7M -$4.37K -438 -0.3%
LIM
206
Leavell Investment Management
Alabama
$1.67M +$278K +27,762 +20%
AWS
207
AJ Wealth Strategies
New York
$1.64M +$199K +19,896 +14%
PC
208
Palo Capital
California
$1.61M +$258K +25,800 +19%
Mariner
209
Mariner
Kansas
$1.6M +$1.2M +120,462 +304%
PCIA
210
Prime Capital Investment Advisors
Kansas
$1.6M +$1.6M +159,798 New
Citadel Advisors
211
Citadel Advisors
Florida
$1.58M -$3.43M -343,524 -68%
BAM
212
Belpointe Asset Management
Nevada
$1.57M -$2.07M -207,168 -57%
CA
213
Cambridge Advisors
Nebraska
$1.56M +$190K +19,062 +14%
SA
214
SRH Advisors
Kansas
$1.54M +$62.5K +6,258 +4%
VA
215
Valmark Advisers
Ohio
$1.53M +$86.2K +8,634 +6%
AWA
216
Acorn Wealth Advisors
Michigan
$1.49M +$235K +22,752 +19%
LPIC
217
LeJeune Puetz Investment Counsel
Michigan
$1.48M -$13.4K -1,338 -0.9%
Ameriprise
218
Ameriprise
Minnesota
$1.46M +$282K +28,230 +24%
BSW
219
Buckingham Strategic Wealth
Missouri
$1.44M +$428K +42,834 +42%
DP
220
Denver PWM
Colorado
$1.43M +$685K +62,916 +92%
AC
221
Addison Capital
Pennsylvania
$1.42M -$29.8K -2,982 -2%
PPP
222
Private Portfolio Partners
New Jersey
$1.41M +$1.41M +141,240 New
BF
223
Blankinship & Foster
California
$1.41M +$1.41M +141,192 New
ASN
224
Advisory Services Network
Georgia
$1.41M +$335K +33,540 +31%
SGCA
225
Steel Grove Capital Advisors
Tennessee
$1.33M +$112K +11,232 +9%
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