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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 %
ACP
301
Aviance Capital Partners
Florida
$329K 4,991 – –
BIA
302
BHK Investment Advisors
Alabama
$327K 4,948 +4,948 New
PI
303
Pachira Investments
California
$323K 4,902 +183 +4%
RWA
304
River Wealth Advisors
Pennsylvania
$323K 4,899 +438 +10%
ARMC
305
American Research & Management Company
Massachusetts
$320K 4,852 +100 +2%
MA
306
MCF Advisors
Kentucky
$318K 4,812 +751 +18%
TWA
307
TCI Wealth Advisors
Arizona
$316K 4,796 – –
S
308
SignatureFD
Georgia
$315K 4,781 +2,363 +98%
JC
309
Jacobs & Co
California
$309K 4,688 +180 +4%
GI
310
GS Investments
Minnesota
$308K 4,661 -86 -2%
AWA
311
Arete Wealth Advisors
Illinois
$300K 4,553 -485 -10%
OIA
312
Optimum Investment Advisors
Illinois
$299K 4,532 – –
NPPM
313
North Point Portfolio Managers
Ohio
$297K 4,500 – –
KBFS
314
Kohmann Bosshard Financial Services
Ohio
$294K 4,460 – –
EWM
315
Empirical Wealth Management
Washington
$294K 4,461 +1,176 +36%
LA
316
Leonetti & Associates
Illinois
$285K 4,322 +800 +23%
WPA
317
West Paces Advisors
Georgia
$280K 4,237 +7 +0.2%
FCIM
318
Fairview Capital Investment Management
California
$274K 4,145 +4,145 New
CRC
319
Curi RMB Capital
Illinois
$271K 4,106 +15 +0.4%
APP
320
Avantax Planning Partners
Iowa
$270K 4,098 -1,283 -24%
CIBC Private Wealth Group
321
CIBC Private Wealth Group
Georgia
$270K 4,088 – –
Citigroup
322
Citigroup
New York
$270K 4,084 +1,413 +53%
AAS
323
Annex Advisory Services
Wisconsin
$268K 4,060 +563 +16%
CSIC
324
Clifford Swan Investment Counsel
California
$267K 4,050 -50 -1%
HWA
325
Heritage Way Advisors
Illinois
$267K 4,049 – –
11 12
13
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