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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 %
CG
251
Colony Group
Massachusetts
$686K +$21.8K +1,860 +3%
WAM
252
Weatherly Asset Management
California
$686K +$130K +11,100 +23%
CPIG
253
Chicago Partners Investment Group
Illinois
$681K +$105K +9,942 +18%
PA
254
Perennial Advisors
New York
$680K -$7.81K -666 -1%
SLA
255
Silver Lake Advisory
Utah
$652K +$652K +55,566 New
SFSIG
256
San Francisco Sentry Investment Group
California
$651K +$3.1K +264 +0.5%
WPA
257
West Paces Advisors
Georgia
$648K +$349K +29,778 +117%
ACM
258
Armbruster Capital Management
New York
$631K -$563 -48 -0.1%
BIA
259
BHK Investment Advisors
Alabama
$629K +$281K +23,970 +81%
IC
260
InterOcean Capital
Illinois
$627K -$34.6K -2,952 -5%
SSI
261
Scott & Selber Inc
Texas
$612K -$54.2K -4,614 -8%
OCM
262
One Capital Management
California
$605K +$53.4K +4,548 +10%
MML Investors Services
263
MML Investors Services
Massachusetts
$603K +$136K +11,616 +29%
DAS
264
Dynamic Advisor Solutions
Arizona
$592K +$148K +12,612 +33%
LAIC
265
Lederer & Associates Investment Counsel
California
$585K +$3.03K +258 +0.5%
VCM
266
Vigilant Capital Management
Maine
$579K +$2.75K +234 +0.5%
MSS
267
Mitchell Sinkler & Starr
Pennsylvania
$572K – – –
MPM
268
Meritage Portfolio Management
Kansas
$566K +$566K +48,288 New
CA
269
Callahan Advisors
Texas
$564K +$37.5K +3,198 +7%
MPWT
270
MassMutual Private Wealth & Trust
Connecticut
$557K – – –
MIA
271
MainStreet Investment Advisors
Illinois
$557K – – –
SWM
272
SVA Wealth Management
Wisconsin
$556K +$1.48K +126 +0.3%
TWM
273
Tanglewood Wealth Management
Texas
$551K +$551K +46,998 New
PIA
274
Peachtree Investment Advisors
Georgia
$534K -$10.2K -870 -2%
IFS
275
Ifrah Financial Services
Arkansas
$530K +$7.18K +612 +1%
9 10
11
12 13