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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 %
CTA
276
Chesley Taft & Associates
Illinois
$367K +$19.1K +1,800 +5%
QCMNJ
277
Quantum Capital Management (New Jersey)
New Jersey
$364K +$26.5K +2,490 +8%
GP
278
Girard Partners
Pennsylvania
$363K +$1.53K +144 +0.4%
MML Investors Services
279
MML Investors Services
Massachusetts
$360K +$5.23K +492 +1%
SHJ
280
Sharkey, Howes & Javer
Colorado
$357K -$33.9K -3,198 -9%
GWM
281
Greenwich Wealth Management
Connecticut
$351K – – –
APP
282
Avantax Planning Partners
Iowa
$343K +$86.2K +8,112 +34%
VWA
283
V Wealth Advisors
Kansas
$335K +$561 +54 +0.2%
SEI Investments
284
SEI Investments
Pennsylvania
$333K -$1.02M -95,982 -75%
CPIG
285
Chicago Partners Investment Group
Illinois
$333K +$7.4K +696 +2%
SAM
286
Summit Asset Management
Tennessee
$331K – – –
GC
287
Garde Capital
Washington
$330K +$29.5K +2,778 +10%
SFG
288
StrategIQ Financial Group
Indiana
$321K -$1.02K -96 -0.3%
AWA
289
Arete Wealth Advisors
Illinois
$321K +$321K +30,228 New
LWMT
290
Legacy Wealth Management (Tennessee)
Tennessee
$320K +$40.2K +3,774 +14%
NEGWA
291
New England Guild Wealth Advisors
Connecticut
$319K – – –
ACP
292
Aviance Capital Partners
Florida
$318K -$64 -6 -0%
TH
293
Timber Hill
Connecticut
$317K -$24.2K -2,280 -7%
Carson Wealth (CWM LLC)
294
Carson Wealth (CWM LLC)
Nebraska
$315K – – –
SBH
295
Segall Bryant & Hamill
Illinois
$314K +$64 +6 +0%
CAG
296
Crestwood Advisors Group
Massachusetts
$311K -$1.02K -96 -0.3%
TWA
297
TCI Wealth Advisors
Arizona
$306K +$12.9K +1,212 +4%
ARMC
298
American Research & Management Company
Massachusetts
$303K – – –
GI
299
GS Investments
Minnesota
$303K +$50K +4,698 +20%
PI
300
Pachira Investments
California
$301K -$12.1K -1,134 -4%
10 11
12
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