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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 %
GG
276
Gofen & Glossberg
Illinois
$530K +$37.4K +3,186 +8%
LYV
277
Live Your Vision
Pennsylvania
$526K +$24.6K +2,094 +5%
HA
278
Harborview Advisors
Maine
$524K -$28.3K -2,412 -5%
CBA
279
Coastal Bridge Advisors
Connecticut
$520K – – –
CI
280
CX Institutional
Indiana
$520K +$105K +8,922 +25%
ATC
281
Argent Trust Co
Tennessee
$511K – – –
PP
282
Pegasus Partners
Wisconsin
$501K – – –
TSS
283
Two Sigma Securities
New York
$493K +$493K +42,000 New
HI
284
Hendershot Investments
Virginia
$490K +$43.5K +3,708 +10%
SBSB
285
Sullivan, Bruyette, Speros & Blaney
Virginia
$481K +$1.55K +132 +0.3%
CTA
286
Chesley Taft & Associates
Illinois
$479K +$13.7K +1,170 +3%
VCWA
287
Vanguard Capital Wealth Advisors
Colorado
$478K -$42.2K -3,600 -8%
Mariner
288
Mariner
Kansas
$465K +$24.4K +2,082 +6%
CAG
289
Crestwood Advisors Group
Massachusetts
$450K +$704 +60 +0.2%
NDSI
290
Newman Dignan & Sheerar Inc
Rhode Island
$446K +$2.78K +240 +0.6%
BAM
291
Berkshire Asset Management
Pennsylvania
$441K -$70 -6 -0%
BFC
292
Bedel Financial Consulting
Indiana
$429K +$156K +13,842 +57%
BWA
293
BlueSky Wealth Advisors
North Carolina
$422K -$40.1K -3,474 -9%
LWMT
294
Legacy Wealth Management (Tennessee)
Tennessee
$413K +$22K +1,878 +6%
AIM
295
Aspen Investment Management
Michigan
$406K +$132K +11,244 +48%
TRCT
296
Tower Research Capital (TRC)
New York
$400K +$400K +34,122 New
RWM
297
Ritholtz Wealth Management
New York
$397K +$35.7K +3,042 +10%
GWM
298
Greenwich Wealth Management
Connecticut
$387K – – –
HCM
299
Hollencrest Capital Management
California
$386K -$634K -55,818 -62%
Renaissance Technologies
300
Renaissance Technologies
New York
$385K +$385K +32,802 New
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