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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
$86M
3
A
AdvicePeriod
California
$13.5M
4
DW
Domani Wealth
Pennsylvania
$20.3M
5
UWM
USAdvisors Wealth Management
Minnesota
$10.1M

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
$933M
2
FPCG
Fort Pitt Capital Group
Pennsylvania
$24.2M
3
W
Wealthfront
California
$617M
4
Wells Fargo
Wells Fargo
California
$17.6M
5
UBS Group
UBS Group
Switzerland
$114M
Name Holding Trade Value Shares
Change 		Shares
Change %
SB
301
Suntrust Banks
Georgia
$380K +$1.69K +144 +0.4%
VWA
302
V Wealth Advisors
Kansas
$379K +$632 +54 +0.2%
GP
303
Girard Partners
Pennsylvania
$377K -$24.7K -2,106 -6%
CIC
304
Carnegie Investment Counsel
Ohio
$372K -$525K -47,922 -59%
SAM
305
Summit Asset Management
Tennessee
$366K – – –
S
306
SignatureFD
Georgia
$364K +$27.5K +2,346 +8%
William Blair & Company
307
William Blair & Company
Illinois
$362K – – –
SFG
308
StrategIQ Financial Group
Indiana
$358K -$564 -48 -0.2%
PI
309
Pachira Investments
California
$357K +$11.8K +1,008 +3%
QCMNJ
310
Quantum Capital Management (New Jersey)
New Jersey
$356K -$28.4K -2,424 -7%
GC
311
Garde Capital
Washington
$355K +$3.22K +294 +0.9%
PFA
312
Pinnacle Family Advisors
Missouri
$354K -$1.3M -110,454 -79%
FAIM
313
Financial Advocates Investment Management
Washington
$353K +$119K +10,152 +51%
NEGWA
314
New England Guild Wealth Advisors
Connecticut
$352K +$70 +6 +0%
ACP
315
Aviance Capital Partners
Florida
$351K +$70 +6 +0%
CWM
316
Cornerstone Wealth Management
Missouri
$347K -$52.3K -19,242 -13%
RWA
317
River Wealth Advisors
Pennsylvania
$347K +$2.39K +204 +0.7%
ARMC
318
American Research & Management Company
Massachusetts
$342K – – –
JC
319
Jacobs & Co
California
$340K +$10.3K +876 +3%
TWA
320
TCI Wealth Advisors
Arizona
$338K +$844 +72 +0.3%
IA
321
IndexIQ Advisors
New York
$335K -$2.21M -187,896 -87%
SHJ
322
Sharkey, Howes & Javer
Colorado
$331K -$63.6K -5,418 -16%
EWA
323
EP Wealth Advisors
California
$321K +$321K +27,384 New
AWA
324
Arete Wealth Advisors
Illinois
$320K – – –
OIA
325
Optimum Investment Advisors
Illinois
$319K – – –
11 12
13
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