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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 %
Millennium Management
251
Millennium Management
New York
$587K 8,898 -1,704 -16%
LBC
252
Lowe Brockenbrough & Co
Virginia
$581K 8,801 +688 +8%
Bank of New York Mellon
253
Bank of New York Mellon
New York
$573K 8,678 -1,581 -15%
LAIC
254
Lederer & Associates Investment Counsel
California
$545K 8,266 -365 -4%
VCM
255
Vigilant Capital Management
Maine
$540K 8,180 -1,032 -11%
MSS
256
Mitchell Sinkler & Starr
Pennsylvania
$536K 8,126 +6 +0.1%
FWM
257
Focused Wealth Management
New York
$533K 8,076 +7,538 +1,401%
MPWT
258
MassMutual Private Wealth & Trust
Connecticut
$522K 7,916 – –
MIA
259
MainStreet Investment Advisors
Illinois
$522K 7,916 – –
WAM
260
Weatherly Asset Management
California
$521K 7,895 +1,380 +21%
SWM
261
SVA Wealth Management
Wisconsin
$520K 7,884 -340 -4%
OCM
262
One Capital Management
California
$517K 7,833 -190 -2%
HA
263
Harborview Advisors
Maine
$517K 7,841 +1,074 +16%
PIA
264
Peachtree Investment Advisors
Georgia
$510K 7,730 +120 +2%
CA
265
Callahan Advisors
Texas
$494K 7,481 -42 -0.6%
IFS
266
Ifrah Financial Services
Arkansas
$490K 7,425 +173 +2%
CBA
267
Coastal Bridge Advisors
Connecticut
$488K 7,388 – –
VCWA
268
Vanguard Capital Wealth Advisors
Colorado
$488K 7,398 +1 +0%
LYV
269
Live Your Vision
Pennsylvania
$480K 7,117 +16 +0.2%
ATC
270
Argent Trust Co
Tennessee
$478K 7,257 +7,257 New
PP
271
Pegasus Partners
Wisconsin
$469K 7,112 -10,075 -59%
GG
272
Gofen & Glossberg
Illinois
$462K 6,995 +30 +0.4%
AI
273
Atria Investments
North Carolina
$459K 6,951 -789 -10%
SBSB
274
Sullivan, Bruyette, Speros & Blaney
Virginia
$449K 6,811 -709 -9%
BWA
275
BlueSky Wealth Advisors
North Carolina
$440K 6,673 -1,567 -19%
9 10
11
12 13