SCHB icon

Schwab US Broad Market ETF
SCHB

Overview Fund Activity

443 hedge funds and large institutions have $4.02B invested in Schwab US Broad Market ETF in 2018 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 217 increasing their positions, 116 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
443
Holders Change
+11
Holders Change %
+2.55%
% of All Funds
10.17%
Holding in Top 10
64
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.92%
% of All Funds
1.47%
New
46
Increased
217
Reduced
116
Closed
33
Calls
$1.13M
Puts
$593K
Net Calls
+$534K
Net Calls Change
-$316K

Top Buyers

1
W
1
Wealthfront
California
$588M
2
Betterment LLC
2
Betterment LLC
New York
$190M
3
BFG
3
Bouchey Financial Group
New York
$41.6M
4
DWM
4
Destination Wealth Management
California
$12.5M
5
OIA
5
OneDigital Investment Advisors
Kansas
$9.05M

Top Sellers

1
MFRM
1
Milliman Financial Risk Management
Illinois
$845M
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$54.1M
3
S
3
Schroders
United Kingdom
$0
4
PCA
4
Personal Capital Advisors
California
$1.76M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$37.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
226
Frontier Wealth Management
Missouri
$699K +$105K +9,840 +18%
PIM
227
Penobscot Investment Management
Massachusetts
$697K -$16.7K -1,572 -2%
PA
228
Perennial Advisors
New York
$679K +$209K +19,638 +44%
Millennium Management
229
Millennium Management
New York
$676K -$602K -56,652 -47%
PFA
230
Pinnacle Family Advisors
Missouri
$665K +$130K +12,264 +24%
RCA
231
Rowland Carmichael Advisors
Arizona
$664K -$51.5K -4,842 -7%
Bank of New York Mellon
232
Bank of New York Mellon
New York
$654K +$273K +25,734 +72%
FCAG
233
First Capital Advisors Group
New Jersey
$653K -$42.7K -4,020 -6%
CWM
234
Cranbrook Wealth Management
Michigan
$652K – – –
TW
235
Transform Wealth
Colorado
$650K -$229K -21,546 -26%
SWM
236
Segment Wealth Management
Texas
$648K -$9.57K -900 -1%
SSI
237
Scott & Selber Inc
Texas
$631K +$13.9K +1,308 +2%
AWS
238
AJ Wealth Strategies
New York
$628K +$126K +11,898 +25%
LFS
239
Legacy Financial Strategies
Kansas
$618K +$144K +13,512 +30%
RWM
240
RKL Wealth Management
Pennsylvania
$615K +$174K +16,422 +39%
TCM
241
Twele Capital Management
Minnesota
$610K – – –
VCM
242
Vigilant Capital Management
Maine
$588K -$36.7K -3,450 -6%
HFA
243
Huber Financial Advisors
Illinois
$573K +$92.1K +8,652 +19%
ACM
244
Armbruster Capital Management
New York
$572K +$29.7K +2,790 +5%
SFSIG
245
San Francisco Sentry Investment Group
California
$562K +$90.2K +8,490 +19%
LAIC
246
Lederer & Associates Investment Counsel
California
$551K +$2.17K +204 +0.4%
CG
247
Colony Group
Massachusetts
$536K -$147K -13,848 -22%
William Blair & Company
248
William Blair & Company
Illinois
$529K +$84.8K +7,974 +19%
BWA
249
BlueSky Wealth Advisors
North Carolina
$526K -$22K -2,070 -4%
MSS
250
Mitchell Sinkler & Starr
Pennsylvania
$518K -$3.19K -300 -0.6%
8 9
10
11 12