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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 %
MFRM
1
Milliman Financial Risk Management
Illinois
$845M 11,977,817 -677,228 -5%
Wealthfront Advisers
2
Wealthfront Advisers
California
$747M 10,591,609 +624,266 +6%
UBS Group
3
UBS Group
Switzerland
$526M 7,458,960 +2,672,870 +56%
Betterment LLC
4
Betterment LLC
New York
$505M 7,161,878 +359,130 +5%
Northern Trust
5
Northern Trust
Illinois
$216M 3,063,068 -32 -0%
EK
6
Evensky & Katz
Florida
$198M 2,808,396 +51,167 +2%
Mirae Asset Global Investments
7
Mirae Asset Global Investments
South Korea
$99.2M 1,405,936 -195,300 -12%
HP
8
HT Partners
Connecticut
$96.4M 1,366,175 -2,603 -0.2%
RPGK
9
Retirement Planning Group (Kansas)
Kansas
$91.8M 1,301,811 +41,063 +3%
Bank of America
10
Bank of America
North Carolina
$90.6M 1,284,919 -15,203 -1%
SG
11
Strid Group
Pennsylvania
$79.7M 1,124,625 +29,040 +3%
EA
12
Evergreen Advisors
Tennessee
$77.5M 1,099,060 +23,609 +2%
HB
13
Homrich & Berg
Georgia
$70.5M 999,189 +25,271 +3%
BFG
14
Bouchey Financial Group
New York
$63.3M 897,677 +24,185 +3%
CAI
15
Capital Advisors Inc
Oklahoma
$60.5M 858,238 +586,289 +216%
TIM
16
Total Investment Management
Arizona
$55.2M 798,927 +779,811 +4,079%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$49.9M 708,055 +9,706 +1%
HDIM
18
Hanson & Doremus Investment Management
Vermont
$48.7M 690,286 +47,142 +7%
CWM
19
Circle Wealth Management
New Jersey
$46.2M 654,862 +15,741 +2%
FMWA
20
Forvis Mazars Wealth Advisors
Missouri
$40.9M 580,247 +12,534 +2%
MF
21
Manchester Financial
California
$40.9M 579,465 -32,390 -5%
UCFA
22
United Capital Financial Advisors
Texas
$40.5M 573,622 +49,354 +9%
AP
23
Agilis Partners
Massachusetts
$39M 552,948 +112,587 +26%
HCM
24
Hengehold Capital Management
Ohio
$38.8M 550,018 +190,653 +53%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$36.9M 522,535 +164,857 +46%
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