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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

461 hedge funds and large institutions have $4.29B invested in Schwab US Broad Market ETF in 2018 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 208 increasing their positions, 125 reducing their positions, and 21 closing their positions.

Holders
461
Holders Change
+18
Holders Change %
+4.06%
% of All Funds
10.57%
Holding in Top 10
66
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.13%
% of All Funds
1.51%
New
43
Increased
208
Reduced
125
Closed
21
Calls
$1.51M
Puts
$709K
Net Calls
+$801K
Net Calls Change
+$267K

Top Buyers

1
Northern Trust
1
Northern Trust
Illinois
$200M
2
MFRM
2
Milliman Financial Risk Management
Illinois
$896M
3
Betterment LLC
3
Betterment LLC
New York
$216M
4
PRS
4
Pinkerton Retirement Specialists
Idaho
$15.4M
5
Bank of America
5
Bank of America
North Carolina
$77.5M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$116M
2
W
2
Wealthfront
California
$594M
3
AP
3
Agilis Partners
Massachusetts
$35.3M
4
LPL Financial
4
LPL Financial
California
$11M
5
OIA
5
OneDigital Investment Advisors
Kansas
$2.03M
Name Market Value Shares Shares
Change 		Shares
Change %
NHC
226
Nicholas Hoffman & Company
Georgia
$797K 12,071 – –
DPI
227
Diversified Portfolios Inc
Michigan
$785K 11,896 -110 -0.9%
RI
228
Ridgewood Investments
New Jersey
$785K 11,890 +5,763 +94%
CFA
229
Cahill Financial Advisors
Minnesota
$778K 11,780 -5 -0%
PWM
230
Perigon Wealth Management
California
$764K 11,575 -62 -0.5%
FNBOMD
231
First National Bank of Mount Dora
Florida
$759K 11,500 – –
FCAG
232
First Capital Advisors Group
New Jersey
$757K 11,465 +1,228 +12%
PA
233
Pinnacle Associates
New York
$755K 11,441 +21 +0.2%
RM
234
Resource Management
Louisiana
$738K 11,198 +7,180 +179%
VCP
235
Vista Capital Partners
Oregon
$737K 11,179 -38 -0.3%
SIC
236
Sigma Investment Counselors
Michigan
$721K 10,931 -450 -4%
HFA
237
Huber Financial Advisors
Illinois
$709K 10,758 +1,783 +20%
SWM
238
Segment Wealth Management
Texas
$692K 10,485 +330 +3%
PIM
239
Penobscot Investment Management
Massachusetts
$691K 10,472 -460 -4%
RCA
240
Rowland Carmichael Advisors
Arizona
$687K 10,412 – –
TCM
241
Twele Capital Management
Minnesota
$685K 10,379 +814 +9%
BAM
242
Belpointe Asset Management
Nevada
$684K 10,369 -8,666 -46%
CWM
243
Cranbrook Wealth Management
Michigan
$675K 10,226 – –
PA
244
Perennial Advisors
New York
$645K 9,775 -877 -8%
SSI
245
Scott & Selber Inc
Texas
$624K 9,460 -426 -4%
CG
246
Colony Group
Massachusetts
$622K 9,431 +1,032 +12%
IC
247
InterOcean Capital
Illinois
$621K 9,405 +2,116 +29%
SFSIG
248
San Francisco Sentry Investment Group
California
$607K 9,198 +385 +4%
CPIG
249
Chicago Partners Investment Group
Illinois
$598K 9,069 +3,848 +74%
ACM
250
Armbruster Capital Management
New York
$592K 8,968 +5 +0.1%
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