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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

475 hedge funds and large institutions have $4.68B invested in Schwab US Broad Market ETF in 2018 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 231 increasing their positions, 125 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
475
Holders Change
+14
Holders Change %
+3.04%
% of All Funds
10.88%
Holding in Top 10
66
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.51%
New
42
Increased
231
Reduced
125
Closed
24
Calls
$1.32M
Puts
$415K
Net Calls
+$907K
Net Calls Change
+$106K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$27.9M
2
Ameriprise
Ameriprise
Minnesota
+$19.2M
3
A
AdvicePeriod
California
+$12.6M
4
DW
Domani Wealth
Pennsylvania
+$12.2M
5
UWM
USAdvisors Wealth Management
Minnesota
+$10.1M

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
-$23.6M
2
FPCG
Fort Pitt Capital Group
Pennsylvania
-$19M
3
W
Wealthfront
California
-$16.4M
4
Wells Fargo
Wells Fargo
California
-$13.3M
5
UBS Group
UBS Group
Switzerland
-$8.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWP
226
FAS Wealth Partners
Kansas
$868K -$20.1K -1,710 -2%
RW
227
REDW Wealth
New Mexico
$857K +$422 +36 +0%
HFA
228
Huber Financial Advisors
Illinois
$855K +$97.7K +8,328 +13%
NHC
229
Nicholas Hoffman & Company
Georgia
$850K – – –
CFA
230
Cahill Financial Advisors
Minnesota
$846K +$16.1K +1,368 +2%
DPI
231
Diversified Portfolios Inc
Michigan
$845K +$7.39K +630 +0.9%
KWM
232
Kingsview Wealth Management
Oregon
$842K -$29.5K -2,514 -3%
FCAG
233
First Capital Advisors Group
New Jersey
$826K +$19K +1,620 +2%
SIC
234
Sigma Investment Counselors
Michigan
$814K +$44.8K +3,822 +6%
RI
235
Ridgewood Investments
New Jersey
$812K -$25.2K -2,148 -3%
PWM
236
Perigon Wealth Management
California
$810K -$4.86K -414 -0.6%
FNBOMD
237
First National Bank of Mount Dora
Florida
$809K – – –
FWM
238
Frontier Wealth Management
Missouri
$808K -$56.6K -4,824 -7%
RM
239
Resource Management
Louisiana
$788K +$281 +24 +0%
VCP
240
Vista Capital Partners
Oregon
$776K -$11K -936 -1%
DP
241
Denver PWM
Colorado
$752K +$752K +68,502 New
PCA
242
Personal Capital Advisors
California
$747K -$158K -13,500 -18%
GLA
243
Good Life Advisors
Pennsylvania
$742K +$372K +31,734 +101%
Bank of New York Mellon
244
Bank of New York Mellon
New York
$736K +$125K +10,650 +20%
RCA
245
Rowland Carmichael Advisors
Arizona
$733K – – –
TCM
246
Twele Capital Management
Minnesota
$724K -$6.9K -588 -0.9%
CWM
247
Cranbrook Wealth Management
Michigan
$720K – – –
PIM
248
Penobscot Investment Management
Massachusetts
$715K -$22.2K -1,890 -3%
Wealth Enhancement Advisory Services
249
Wealth Enhancement Advisory Services
Minnesota
$704K +$492K +46,290 +232%
FIM
250
Frontier Investment Management
Texas
$694K -$452K -38,532 -39%
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