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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 %
CWM
201
Chesapeake Wealth Management
Virginia
$3.02M +$147K +11,466 +5%
IF
202
Ironwood Financial
Arizona
$3M -$889K -69,390 -23%
PMG
203
ProVise Management Group
Florida
$2.99M -$21.8K -1,704 -0.7%
RWM
204
RKL Wealth Management
Pennsylvania
$2.98M +$191K +14,874 +7%
HI
205
Hudock Inc
Pennsylvania
$2.97M -$98.9K -7,650 -3%
5L
206
55I LLC
Massachusetts
$2.96M -$475K -37,080 -14%
PCIA
207
Prime Capital Investment Advisors
Kansas
$2.95M +$162K +12,672 +6%
FC
208
Financial Consulate
Maryland
$2.91M -$19.2K -1,500 -0.7%
Fidelity Investments
209
Fidelity Investments
Massachusetts
$2.91M +$691K +53,922 +31%
NGA
210
Naples Global Advisors
Florida
$2.89M +$95.2K +7,428 +3%
LIM
211
Leavell Investment Management
Alabama
$2.82M +$53.6K +4,182 +2%
RT
212
Rockland Trust
Massachusetts
$2.81M -$80.9K -6,318 -3%
BWL
213
Bogart Wealth LLC
Virginia
$2.79M +$159K +12,378 +6%
GA
214
Gateway Advisory
New Jersey
$2.79M -$5.31K -414 -0.2%
DPI
215
Diversified Portfolios Inc
Michigan
$2.7M +$32.5K +2,538 +1%
KIA
216
KCM Investment Advisors
California
$2.67M +$8.23K +642 +0.3%
SAM
217
Sawgrass Asset Management
Florida
$2.65M -$667K -52,038 -20%
EVM
218
Eaton Vance Management
Massachusetts
$2.64M -$32.7K -2,550 -1%
SA
219
SRH Advisors
Kansas
$2.64M +$61.1K +4,770 +2%
CMBA
220
C.M. Bidwell & Associates
Hawaii
$2.63M -$16.5K -1,290 -0.6%
SFA
221
Sequoia Financial Advisors
Ohio
$2.6M +$748K +58,356 +40%
FCM
222
Firestone Capital Management
Florida
$2.57M +$2.57M +200,394 New
RDWM
223
Red Door Wealth Management
Tennessee
$2.53M +$2.53M +193,836 New
AWA
224
Alaska Wealth Advisors
Alaska
$2.51M +$2.51M +195,672 New
Mercer Global Advisors
225
Mercer Global Advisors
Colorado
$2.49M -$380K -29,622 -13%
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