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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 %
TYCC
201
Texas Yale Capital Corp
Florida
$2.03M +$1.02M +89,514 +100%
JIC
202
Johnson Investment Counsel
Ohio
$2M +$61.7K +5,442 +3%
SA
203
SRH Advisors
Kansas
$1.97M +$216K +19,050 +12%
RF
204
RHS Financial
California
$1.89M -$546K -48,150 -22%
PCIA
205
Prime Capital Investment Advisors
Kansas
$1.88M +$67.6K +5,958 +4%
AWS
206
AJ Wealth Strategies
New York
$1.86M -$2.52K -222 -0.1%
RJA
207
Raymond James & Associates
Florida
$1.83M -$158K -13,908 -8%
CC
208
Callan Capital
California
$1.82M -$212K -18,690 -10%
MWM
209
Merriman Wealth Management
Washington
$1.78M -$512K -45,126 -22%
WPIC
210
White Pine Investment Company
Michigan
$1.76M -$235K -20,754 -12%
SS
211
Simplicity Solutions
Minnesota
$1.73M +$1.29M +113,742 +295%
ASN
212
Advisory Services Network
Georgia
$1.72M +$123K +10,860 +8%
BSW
213
Buckingham Strategic Wealth
Missouri
$1.7M +$61.3K +5,406 +4%
BIA
214
BHK Investment Advisors
Alabama
$1.7M +$1.02M +89,658 +150%
LBC
215
Lowe Brockenbrough & Co
Virginia
$1.68M +$753K +66,390 +81%
BL
216
BCWM LLC
Kansas
$1.65M -$335K -29,574 -17%
LPIC
217
LeJeune Puetz Investment Counsel
Michigan
$1.64M -$37.9K -3,342 -2%
HFA
218
Huber Financial Advisors
Illinois
$1.64M +$158K +13,938 +11%
PPP
219
Private Portfolio Partners
New Jersey
$1.61M +$6.81K +600 +0.4%
AC
220
Addison Capital
Pennsylvania
$1.59M -$24.1K -2,124 -1%
CA
221
Cambridge Advisors
Nebraska
$1.58M -$193K -16,986 -11%
KWM
222
Kingsview Wealth Management
Oregon
$1.52M +$600K +52,914 +65%
TF
223
TIAA FSB
Florida
$1.52M +$12.9K +1,134 +0.9%
AMG
224
Asset Management Group
Connecticut
$1.51M +$13.5K +1,188 +0.9%
Carson Wealth (CWM LLC)
225
Carson Wealth (CWM LLC)
Nebraska
$1.47M -$336K -19,314 -19%
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