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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 %
MFRM
1
Milliman Financial Risk Management
Illinois
$787M 11,076,178 -901,639 -8%
Wealthfront Advisers
2
Wealthfront Advisers
California
$772M 10,864,344 +272,735 +3%
Betterment LLC
3
Betterment LLC
New York
$505M 7,161,878 – –
Northern Trust
4
Northern Trust
Illinois
$218M 3,063,068 – –
EK
5
Evensky & Katz
Florida
$199M 2,798,721 -9,675 -0.3%
UBS Group
6
UBS Group
Switzerland
$155M 2,187,042 -5,271,918 -71%
Bank of America
7
Bank of America
North Carolina
$111M 1,565,096 +280,177 +22%
HP
8
HT Partners
Connecticut
$95M 1,337,280 -28,895 -2%
RPGK
9
Retirement Planning Group (Kansas)
Kansas
$87.9M 1,238,304 -63,507 -5%
EA
10
Evergreen Advisors
Tennessee
$80.2M 1,129,226 +30,166 +3%
SG
11
Strid Group
Pennsylvania
$79.5M 1,118,778 -5,847 -0.5%
HB
12
Homrich & Berg
Georgia
$71.9M 1,012,815 +13,626 +1%
BFG
13
Bouchey Financial Group
New York
$64.9M 913,486 +15,809 +2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$63.9M 899,662 +191,607 +27%
CAI
15
Capital Advisors Inc
Oklahoma
$60.5M 858,238 – –
TIM
16
Total Investment Management
Arizona
$56.5M 795,953 -2,974 -0.4%
AP
17
Agilis Partners
Massachusetts
$50.8M 715,045 +162,097 +29%
HDIM
18
Hanson & Doremus Investment Management
Vermont
$50.5M 711,105 +20,819 +3%
CWM
19
Circle Wealth Management
New Jersey
$47.1M 663,429 +8,567 +1%
HCM
20
Hengehold Capital Management
Ohio
$45.9M 646,486 +96,468 +18%
G
21
Gainplan
Michigan
$43.9M 618,682 +618,682 New
UCFA
22
United Capital Financial Advisors
Texas
$43M 605,338 +31,716 +6%
FMWA
23
Forvis Mazars Wealth Advisors
Missouri
$41.6M 585,162 +4,915 +0.8%
MF
24
Manchester Financial
California
$40.8M 574,161 -5,304 -0.9%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$38.1M 536,930 +83,667 +18%
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