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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 %
EAM
326
Evanson Asset Management
California
$236K – – –
CCM
327
Carlson Capital Management
Minnesota
$236K +$6.5K +612 +3%
SMFS
328
Squar Milner Financial Services
California
$235K – – –
AIM
329
Aspen Investment Management
Michigan
$234K -$37K -3,480 -14%
AWM
330
Avior Wealth Management
Nebraska
$232K -$24.7K -2,328 -10%
SWM
331
Stockman Wealth Management
Montana
$230K -$19.2K -1,806 -8%
FIAS
332
FinTrust Investment Advisory Services
South Carolina
$226K -$42K -3,948 -16%
LA
333
Leonetti & Associates
Illinois
$225K -$25.6K -2,400 -10%
RCAG
334
Rehmann Capital Advisory Group
Michigan
$225K – – –
HIC
335
Hartline Investment Corp
Illinois
$224K -$22.4K -2,100 -9%
AAS
336
Annex Advisory Services
Wisconsin
$223K -$38.5K -3,618 -15%
PWMAG
337
Pinnacle Wealth Management Advisory Group
New Jersey
$223K +$14K +1,320 +7%
LWAC
338
Laurel Wealth Advisors (California)
California
$220K -$224K -21,156 -50%
SHA
339
Seneca House Advisors
Virginia
$219K +$219K +20,592 New
PP
340
Palladium Partners
Virginia
$218K – – –
SG
341
Somerset Group
Minnesota
$218K +$218K +20,472 New
PPA
342
Parametric Portfolio Associates
Washington
$217K -$3.85M -363,114 -95%
DADC
343
D.A. Davidson & Co
Montana
$217K – – –
WA
344
Wealth Architects
California
$216K +$64 +6 +0%
Wealth Enhancement Advisory Services
345
Wealth Enhancement Advisory Services
Minnesota
$214K +$6.69K +624 +3%
LI
346
LVZ Inc
Michigan
$214K +$214K +20,142 New
FAIM
347
Financial Advocates Investment Management
Washington
$212K +$383 +36 +0.2%
GC
348
Grimes & Company
Massachusetts
$211K – – –
EWM
349
Empirical Wealth Management
Washington
$210K +$320 +30 +0.2%
CCP
350
Clarkston Capital Partners
Michigan
$208K +$1.34K +126 +0.6%
12 13
14
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