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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 %
HWA
326
Heritage Way Advisors
Illinois
$267K 4,049 – –
SG
327
Somerset Group
Minnesota
$265K 4,022 +610 +18%
DAM
328
Delta Asset Management
Tennessee
$264K 4,001 – –
FF
329
Friedenthal Financial
New Jersey
$263K 3,981 -9,377 -70%
PA
330
Paracle Advisors
Washington
$258K 3,924 – –
AIM
331
Aspen Investment Management
Michigan
$257K 3,894 +224 +6%
SAM
332
Smithbridge Asset Management
Pennsylvania
$257K 3,887 +3,887 New
Cerity Partners
333
Cerity Partners
New York
$253K 3,835 -244 -6%
FFWA
334
FRG Family Wealth Advisors
Washington
$253K 3,840 – –
LNWWM
335
Laird Norton Wetherby Wealth Management
California
$252K 3,821 +32 +0.8%
MAM
336
Mastrapasqua Asset Management
Tennessee
$252K 3,818 +3,818 New
F
337
F3Logic
Minnesota
$251K 3,809 -8,901 -70%
CCM
338
Carlson Capital Management
Minnesota
$250K 3,786 +84 +2%
CA
339
Cetera Advisors
Colorado
$246K 3,715 -664 -15%
EAM
340
Evanson Asset Management
California
$244K 3,700 – –
SMFS
341
Squar Milner Financial Services
California
$243K 3,686 – –
SHA
342
Seneca House Advisors
Virginia
$243K 3,679 +247 +7%
AWM
343
Avior Wealth Management
Nebraska
$242K 3,666 +21 +0.6%
SWM
344
Stockman Wealth Management
Montana
$238K 3,608 – –
RCAG
345
Rehmann Capital Advisory Group
Michigan
$233K 3,535 – –
WA
346
Wealth Architects
California
$233K 3,528 +148 +4%
PWMAG
347
Pinnacle Wealth Management Advisory Group
New Jersey
$231K 3,502 – –
AMIM
348
Aull & Monroe Investment Management
Alabama
$229K 3,477 +3,477 New
LWAC
349
Laurel Wealth Advisors (California)
California
$228K 3,462 – –
Wealth Enhancement Advisory Services
350
Wealth Enhancement Advisory Services
Minnesota
$226K 3,329 +1 +0%
12 13
14
15 16