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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 %
LBC
251
Lowe Brockenbrough & Co
Virginia
$518K +$33.8K +3,180 +7%
OCM
252
One Capital Management
California
$512K +$3.89K +366 +0.8%
MIA
253
MainStreet Investment Advisors
Illinois
$505K – – –
MPWT
254
MassMutual Private Wealth & Trust
Connecticut
$505K – – –
SWM
255
SVA Wealth Management
Wisconsin
$501K -$37.8K -3,726 -7%
AI
256
Atria Investments
North Carolina
$494K +$129K +12,174 +36%
SLA
257
Silver Lake Advisory
Utah
$486K +$151K +14,226 +45%
PIA
258
Peachtree Investment Advisors
Georgia
$485K +$32.6K +3,072 +7%
CA
259
Callahan Advisors
Texas
$480K -$53.1K -4,992 -10%
SBSB
260
Sullivan, Bruyette, Speros & Blaney
Virginia
$480K +$3.64K +342 +0.8%
CBA
261
Coastal Bridge Advisors
Connecticut
$471K – – –
VCWA
262
Vanguard Capital Wealth Advisors
Colorado
$466K -$419K -39,948 -47%
IC
263
InterOcean Capital
Illinois
$465K +$37.3K +3,504 +9%
IFS
264
Ifrah Financial Services
Arkansas
$463K +$638 +60 +0.1%
LYV
265
Live Your Vision
Pennsylvania
$463K +$25.8K +2,376 +6%
IC
266
Iconiq Capital
California
$457K – – –
GG
267
Gofen & Glossberg
Illinois
$444K +$35.9K +3,378 +9%
BAM
268
Berkshire Asset Management
Pennsylvania
$432K +$42.9K +4,032 +11%
HA
269
Harborview Advisors
Maine
$432K +$62.4K +5,868 +17%
WAM
270
Weatherly Asset Management
California
$416K +$28.4K +2,670 +7%
NDSI
271
Newman Dignan & Sheerar Inc
Rhode Island
$404K -$30.8K -2,880 -7%
RI
272
Ridgewood Investments
New Jersey
$391K +$6.38K +600 +2%
HI
273
Hendershot Investments
Virginia
$389K +$7.4K +696 +2%
RWM
274
Ritholtz Wealth Management
New York
$386K +$3K +282 +0.8%
CIC
275
Carnegie Investment Counsel
Ohio
$372K +$123K +11,160 +49%
9 10
11
12 13