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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 %
MML Investors Services
276
MML Investors Services
Massachusetts
$437K 6,627 +986 +17%
CAG
277
Crestwood Advisors Group
Massachusetts
$437K 6,385 +1,513 +31%
CTA
278
Chesley Taft & Associates
Illinois
$436K 6,610 +850 +15%
HI
279
Hendershot Investments
Virginia
$419K 6,345 +244 +4%
DAS
280
Dynamic Advisor Solutions
Arizona
$416K 6,308 +6,308 New
BAM
281
Berkshire Asset Management
Pennsylvania
$414K 6,268 -504 -7%
Mariner
282
Mariner
Kansas
$413K 6,259 +6,259 New
TW
283
Transform Wealth
Colorado
$389K 5,897 -4,295 -42%
CI
284
CX Institutional
Indiana
$389K 5,896 +5,896 New
GP
285
Girard Partners
Pennsylvania
$377K 5,718 +25 +0.4%
SHJ
286
Sharkey, Howes & Javer
Colorado
$370K 5,605 – –
CWM
287
Cornerstone Wealth Management
Missouri
$370K 24,499 +24,499 New
LWMT
288
Legacy Wealth Management (Tennessee)
Tennessee
$367K 5,561 +551 +11%
VWA
289
V Wealth Advisors
Kansas
$365K 5,388 +9 +0.2%
GWM
290
Greenwich Wealth Management
Connecticut
$363K 5,500 – –
QCMNJ
291
Quantum Capital Management (New Jersey)
New Jersey
$361K 5,465 -245 -4%
SB
292
Suntrust Banks
Georgia
$355K 5,377 +5,377 New
GC
293
Garde Capital
Washington
$353K 5,351 +177 +3%
GLA
294
Good Life Advisors
Pennsylvania
$345K 5,248 +933 +22%
SAM
295
Summit Asset Management
Tennessee
$343K 5,196 – –
William Blair & Company
296
William Blair & Company
Illinois
$340K 5,148 -3,146 -38%
RWM
297
Ritholtz Wealth Management
New York
$339K 5,138 -914 -15%
SFG
298
StrategIQ Financial Group
Indiana
$336K 5,087 +55 +1%
RW
299
Rand Wealth
Maryland
$336K 5,091 +5,091 New
NEGWA
300
New England Guild Wealth Advisors
Connecticut
$330K 5,001 +1 +0%
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