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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 %
PP
201
PagnatoKarp Partners
Virginia
$2.2M 31,035 -55 -0.2%
BJL
202
Brighton Jones LLC
Washington
$2.18M 30,952 +713 +2%
VA
203
Valmark Advisers
Ohio
$2.18M 30,892 +612 +2%
Mercer Global Advisors
204
Mercer Global Advisors
Colorado
$2.14M 30,279 -527 -2%
VCP
205
Vista Capital Partners
Oregon
$2.1M 29,700 -675 -2%
JIC
206
Johnson Investment Counsel
Ohio
$2.05M 29,186 -140 -0.5%
BIA
207
BHK Investment Advisors
Alabama
$2.04M 28,871 +3,961 +16%
RJA
208
Raymond James & Associates
Florida
$1.96M 27,791 +901 +3%
RW
209
REDW Wealth
New Mexico
$1.94M 27,515 +7,037 +34%
CC
210
Callan Capital
California
$1.88M 26,663 -96 -0.4%
LPIC
211
LeJeune Puetz Investment Counsel
Michigan
$1.88M 26,637 +2,472 +10%
LBC
212
Lowe Brockenbrough & Co
Virginia
$1.87M 26,552 +1,844 +7%
BSW
213
Buckingham Strategic Wealth
Missouri
$1.84M 26,050 +1,115 +4%
RF
214
RHS Financial
California
$1.81M 25,711 -2,092 -8%
AWS
215
AJ Wealth Strategies
New York
$1.77M 25,150 -2,135 -8%
OCG
216
Opus Capital Group
Ohio
$1.71M 24,292 +18,662 +331%
SIC
217
Salem Investment Counselors
North Carolina
$1.71M 24,202 +24,202 New
WPIC
218
White Pine Investment Company
Michigan
$1.69M 23,895 -2,003 -8%
Millennium Management
219
Millennium Management
New York
$1.68M 23,779 +7,783 +49%
AC
220
Addison Capital
Pennsylvania
$1.67M 23,655 +358 +2%
PPP
221
Private Portfolio Partners
New Jersey
$1.67M 23,640 – –
BL
222
BCWM LLC
Kansas
$1.65M 23,416 -848 -3%
CFS
223
CRA Financial Services
New Jersey
$1.64M 23,240 +3,312 +17%
TF
224
TIAA FSB
Florida
$1.62M 23,002 +712 +3%
LCC
225
Lincoln Capital Corp
Rhode Island
$1.62M 22,970 -42,236 -65%
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