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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

589 hedge funds and large institutions have $5.91B invested in Schwab US Broad Market ETF in 2019 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 268 increasing their positions, 192 reducing their positions, and 30 closing their positions.

Holders
589
Holders Change
+6
Holders Change %
+1.03%
% of All Funds
12.94%
Holding in Top 10
95
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
2.09%
New
37
Increased
268
Reduced
192
Closed
30
Calls
$3.61M
Puts
$354K
Net Calls
+$3.25M
Net Calls Change
+$802K

Top Buyers

1
G
1
Gainplan
Michigan
$43.9M
2
WWM
2
WT Wealth Management
Arizona
$21.2M
3
Bank of America
3
Bank of America
North Carolina
$111M
4
Wealthfront Advisers
4
Wealthfront Advisers
California
$772M
5
Jane Street
5
Jane Street
New York
$23.8M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$155M
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$10.7M
3
MFRM
3
Milliman Financial Risk Management
Illinois
$787M
4
FMP
4
Financial Management Professionals
Texas
$10K
5
BAM
5
Berkshire Asset Management
Pennsylvania
$1.42M
Name Market Value Shares Shares
Change 		Shares
Change %
BWL
201
Bogart Wealth LLC
Virginia
$2.44M 34,284 +2,958 +9%
BL
202
Balentine LLC
Georgia
$2.42M 34,000 – –
PCMC
203
Private Capital Management (Colorado)
Colorado
$2.4M 33,722 -1,610 -5%
SA
204
SRH Advisors
Kansas
$2.39M 33,585 +1,059 +3%
HCMT
205
Highland Capital Management (Tennessee)
Tennessee
$2.35M 33,070 -260 -0.8%
VC
206
Voit & Company
Wisconsin
$2.35M 33,049 +1,357 +4%
Goldman Sachs
207
Goldman Sachs
New York
$2.3M 32,391 – –
DWM
208
Destination Wealth Management
California
$2.26M 31,814 -460 -1%
LBC
209
Lowe Brockenbrough & Co
Virginia
$2.26M 31,786 +5,234 +20%
VA
210
Valmark Advisers
Ohio
$2.25M 31,640 +748 +2%
BJL
211
Brighton Jones LLC
Washington
$2.22M 31,285 +333 +1%
PP
212
PagnatoKarp Partners
Virginia
$2.22M 31,207 +172 +0.6%
JIC
213
Johnson Investment Counsel
Ohio
$2.18M 30,686 +1,500 +5%
RW
214
REDW Wealth
New Mexico
$2.08M 29,281 +1,766 +6%
VCP
215
Vista Capital Partners
Oregon
$2.07M 29,201 -499 -2%
BIA
216
BHK Investment Advisors
Alabama
$2.05M 28,871 – –
Fidelity Investments
217
Fidelity Investments
Massachusetts
$2.05M 28,798 +7,964 +38%
RJA
218
Raymond James & Associates
Florida
$2.03M 28,522 +731 +3%
MIAN
219
Mariner Independent Advisor Network
Kansas
$1.99M 28,308 -14,084 -33%
MWM
220
MinichMacGregor Wealth Management
New York
$1.95M 27,508 -19,652 -42%
SWRP
221
Summit Wealth & Retirement Planning
California
$1.95M 27,391 -13,203 -33%
LPIC
222
LeJeune Puetz Investment Counsel
Michigan
$1.94M 27,276 +639 +2%
CC
223
Callan Capital
California
$1.87M 26,271 -392 -1%
MWM
224
Merriman Wealth Management
Washington
$1.86M 26,233 +1 +0%
PA
225
Parallel Advisors
California
$1.85M 26,048 +4,905 +23%
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