We are live on ! Find out more
SCHB icon

Schwab US Broad Market ETF

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.

New
Increased
Maintained
Reduced
Closed

16,333% more call options, than puts

Call options by funds: $2.46M | Put options by funds: $15K

124% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 25

36% more repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 183

9% more capital invested

Capital invested by funds: $5.64B → $6.16B (+$514M)

4% more funds holding

Funds holding: 558583 (+25)

2.54% more ownership

Funds ownership: 239.09%241.62% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 9595 (0)

Holders
583
Holders Change
+25
Holders Change %
+4.48%
% of All Funds
12.66%
Holding in Top 10
95
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
2.06%
New
56
Increased
249
Reduced
183
Closed
25
Calls
$2.46M
Puts
$15K
Net Calls
+$2.45M
Net Calls Change
+$1.64M
Name Holding Trade Value Shares
Change
Change in
Stake
MFRM
1
Milliman Financial Risk Management
Illinois
$845M -$46.9M -4,063,368 -5%
Wealthfront Advisers
2
Wealthfront Advisers
California
$747M +$43.3M +3,745,596 +6%
UBS Group
3
UBS Group
Switzerland
$526M +$185M +16,037,220 +56%
Betterment LLC
4
Betterment LLC
New York
$505M +$24.9M +2,154,780 +5%
Northern Trust
5
Northern Trust
Illinois
$216M -$2.22K -192 -0%
EK
6
Evensky & Katz
Florida
$198M +$3.55M +307,002 +2%
Mirae Asset Global Investments
7
Mirae Asset Global Investments
South Korea
$99.2M -$13.5M -1,171,800 -12%
HP
8
HT Partners
Connecticut
$96.4M -$180K -15,618 -0.2%
RPGK
9
Retirement Planning Group (Kansas)
Kansas
$91.8M +$2.85M +246,378 +3%
Bank of America
10
Bank of America
North Carolina
$90.6M -$1.05M -91,218 -1%
SG
11
Strid Group
Pennsylvania
$79.7M +$2.01M +174,240 +3%
EA
12
Evergreen Advisors
Tennessee
$77.5M +$1.64M +141,654 +2%
HB
13
Homrich & Berg
Georgia
$70.5M +$1.75M +151,626 +3%
BFG
14
Bouchey Financial Group
New York
$63.3M +$1.68M +145,110 +3%
CAI
15
Capital Advisors Inc
Oklahoma
$60.5M +$40.6M +3,517,734 +216%
TIM
16
Total Investment Management
Arizona
$55.2M +$54M +4,678,866 +4,079%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$49.9M +$672K +58,236 +1%
HDIM
18
Hanson & Doremus Investment Management
Vermont
$48.7M +$3.27M +282,852 +7%
CWM
19
Circle Wealth Management
New Jersey
$46.2M +$1.09M +94,446 +2%
FMWA
20
Forvis Mazars Wealth Advisors
Missouri
$40.9M +$868K +75,204 +2%
MF
21
Manchester Financial
California
$40.9M -$2.24M -194,340 -5%
UCFA
22
United Capital Financial Advisors
Texas
$40.5M +$3.42M +296,124 +9%
AP
23
Agilis Partners
Massachusetts
$39M +$7.8M +675,522 +26%
HCM
24
Hengehold Capital Management
Ohio
$38.8M +$13.2M +1,143,918 +53%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$36.9M +$11.4M +989,142 +46%