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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.

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
1
Golden State Wealth Management
California
$59.1M
2
Wells Fargo
2
Wells Fargo
California
$37.3M
3
PCA
3
Personal Capital Advisors
California
$21.1M
4
SFP
4
Strategic Financial Planning
Texas
$17.4M
5
Wealthfront Advisers
5
Wealthfront Advisers
California
$851M

Top Sellers

1
MFRM
1
Milliman Financial Risk Management
Illinois
$739M
2
Betterment LLC
2
Betterment LLC
New York
$501M
3
Bank of America
3
Bank of America
North Carolina
$93.7M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$46.2M
5
Jane Street
5
Jane Street
New York
$4.37M
Name Market Value Shares Shares
Change 		Shares
Change %
Wealthfront Advisers
1
Wealthfront Advisers
California
$851M 11,066,722 +202,378 +2%
MFRM
2
Milliman Financial Risk Management
Illinois
$739M 9,610,830 -1,465,348 -13%
Betterment LLC
3
Betterment LLC
New York
$501M 6,511,129 -650,749 -9%
Northern Trust
4
Northern Trust
Illinois
$235M 3,063,068 – –
EK
5
Evensky & Katz
Florida
$205M 2,667,314 -131,407 -5%
UBS Group
6
UBS Group
Switzerland
$164M 2,139,333 -47,709 -2%
HP
7
HT Partners
Connecticut
$103M 1,337,239 -41 -0%
RPGK
8
Retirement Planning Group (Kansas)
Kansas
$94.7M 1,232,004 -6,300 -0.5%
Bank of America
9
Bank of America
North Carolina
$93.7M 1,218,231 -346,865 -22%
EA
10
Evergreen Advisors
Tennessee
$87.6M 1,139,628 +10,402 +0.9%
SG
11
Strid Group
Pennsylvania
$85.3M 1,110,065 -8,713 -0.8%
HB
12
Homrich & Berg
Georgia
$75.3M 978,891 -33,924 -3%
CAI
13
Capital Advisors Inc
Oklahoma
$71.1M 924,691 +66,453 +8%
BFG
14
Bouchey Financial Group
New York
$64.7M 841,070 -72,416 -8%
TIM
15
Total Investment Management
Arizona
$59.1M 768,114 -27,839 -3%
GSWM
16
Golden State Wealth Management
California
$59.1M 768,114 +768,114 New
HDIM
17
Hanson & Doremus Investment Management
Vermont
$56.3M 732,341 +21,236 +3%
AP
18
Agilis Partners
Massachusetts
$53M 689,512 -25,533 -4%
CWM
19
Circle Wealth Management
New Jersey
$51.5M 670,055 +6,626 +1%
HCM
20
Hengehold Capital Management
Ohio
$49.9M 648,712 +2,226 +0.3%
UCFA
21
United Capital Financial Advisors
Texas
$46.6M 606,652 +1,314 +0.2%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$46.2M 601,213 -298,449 -33%
FPCG
23
Fort Pitt Capital Group
Pennsylvania
$45.3M 589,516 +123,333 +26%
FMWA
24
Forvis Mazars Wealth Advisors
Missouri
$43.4M 564,590 -20,572 -4%
MF
25
Manchester Financial
California
$43.1M 560,743 -13,418 -2%
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