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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.

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
1
Milliman Financial Risk Management
Illinois
$861M
2
UBS Group
2
UBS Group
Switzerland
$326M
3
JIP
3
JBJ Investment Partners
South Carolina
$35.1M
4
FFN
4
Focus Financial Network
Minnesota
$25.2M
5
Goldman Sachs
5
Goldman Sachs
New York
$38M

Top Sellers

1
ACA
1
Ackerman Capital Advisors
Texas
$3.81M
2
PPA
2
Parametric Portfolio Associates
Washington
$0
3
FPCG
3
Fort Pitt Capital Group
Pennsylvania
$30.9M
4
Wealthfront Advisers
4
Wealthfront Advisers
California
$678M
5
PCA
5
Personal Capital Advisors
California
$1.31M
Name Market Value Shares Shares
Change 		Shares
Change %
MFRM
1
Milliman Financial Risk Management
Illinois
$861M 12,655,045 +3,494,456 +38%
Wealthfront Advisers
2
Wealthfront Advisers
California
$678M 9,967,343 -413,627 -4%
Betterment LLC
3
Betterment LLC
New York
$463M 6,802,748 +46,922 +0.7%
UBS Group
4
UBS Group
Switzerland
$326M 4,786,090 +3,162,045 +195%
Northern Trust
5
Northern Trust
Illinois
$208M 3,063,100 +29,735 +1%
EK
6
Evensky & Katz
Florida
$188M 2,757,229 +106,905 +4%
Mirae Asset Global Investments
7
Mirae Asset Global Investments
South Korea
$109M 1,601,236 +239,100 +18%
HP
8
HT Partners
Connecticut
$93.1M 1,368,778 -30,013 -2%
Bank of America
9
Bank of America
North Carolina
$88.5M 1,300,122 -40,689 -3%
RPGK
10
Retirement Planning Group (Kansas)
Kansas
$85.8M 1,260,748 +9,466 +0.8%
SG
11
Strid Group
Pennsylvania
$74.6M 1,095,585 +26,494 +2%
EA
12
Evergreen Advisors
Tennessee
$73.2M 1,075,451 +38,804 +4%
HB
13
Homrich & Berg
Georgia
$66.3M 973,918 -17,066 -2%
BFG
14
Bouchey Financial Group
New York
$59.4M 873,492 +3,011 +0.3%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$47.5M 698,349 -34,779 -5%
HDIM
16
Hanson & Doremus Investment Management
Vermont
$43.8M 643,144 -15,221 -2%
CWM
17
Circle Wealth Management
New Jersey
$43.5M 639,121 +125,698 +24%
MF
18
Manchester Financial
California
$41.6M 611,855 -273,412 -31%
FMWA
19
Forvis Mazars Wealth Advisors
Missouri
$38.6M 567,713 +18,001 +3%
Goldman Sachs
20
Goldman Sachs
New York
$38M 558,984 +321,124 +135%
NSAM
21
North Star Asset Management
Wisconsin
$36.3M 533,427 +77,879 +17%
Brown Advisory
22
Brown Advisory
Maryland
$35.8M 525,888 +68,101 +15%
UCFA
23
United Capital Financial Advisors
Texas
$35.7M 524,268 +31,640 +6%
JIP
24
JBJ Investment Partners
South Carolina
$35.1M 515,995 +515,995 New
KFA
25
Kays Financial Advisory
Georgia
$32.3M 474,766 +42,209 +10%
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