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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 %
FIM
301
Frontier Investment Management
Texas
$297K +$297K +27,972 New
OIA
302
Optimum Investment Advisors
Illinois
$289K – – –
NPPM
303
North Point Portfolio Managers
Ohio
$287K – – –
JC
304
Jacobs & Co
California
$287K +$287K +27,048 New
KBFS
305
Kohmann Bosshard Financial Services
Ohio
$285K – – –
RWA
306
River Wealth Advisors
Pennsylvania
$285K +$67.7K +6,360 +31%
CA
307
Cetera Advisors
Colorado
$279K -$1.21K -114 -0.4%
WPA
308
West Paces Advisors
Georgia
$270K -$15.9K -1,500 -6%
GLA
309
Good Life Advisors
Pennsylvania
$269K +$5.24K +504 +2%
CSIC
310
Clifford Swan Investment Counsel
California
$262K -$5.3K -498 -2%
CWM
311
Cabot Wealth Management
Massachusetts
$262K +$262K +24,630 New
CRC
312
Curi RMB Capital
Illinois
$261K -$2.42K -228 -0.9%
CIBC Private Wealth Group
313
CIBC Private Wealth Group
Georgia
$261K +$23.8K +2,232 +10%
Cerity Partners
314
Cerity Partners
New York
$260K -$6.69K -630 -3%
MA
315
MCF Advisors
Kentucky
$259K -$58.6K -5,514 -18%
BFC
316
Bedel Financial Consulting
Indiana
$258K -$35.8K -3,366 -12%
HWA
317
Heritage Way Advisors
Illinois
$258K – – –
RM
318
Resource Management
Louisiana
$256K -$457K -43,056 -64%
DAM
319
Delta Asset Management
Tennessee
$255K – – –
CAN
320
Cetera Advisor Networks
California
$250K +$257 +24 +0.1%
PA
321
Paracle Advisors
Washington
$250K +$8.92K +840 +4%
CP
322
Castleview Partners
Texas
$246K +$246K +23,184 New
FFWA
323
FRG Family Wealth Advisors
Washington
$245K – – –
LNWWM
324
Laird Norton Wetherby Wealth Management
California
$242K +$242K +22,734 New
JFGLC
325
Johnson Financial Group LLC (Colorado)
Colorado
$241K +$241K +22,686 New
11 12
13
14 15