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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 %
GI
326
GS Investments
Minnesota
$315K -$12.9K -1,098 -4%
KBFS
327
Kohmann Bosshard Financial Services
Ohio
$314K – – –
FCIM
328
Fairview Capital Investment Management
California
$308K +$15.9K +1,350 +5%
CCM
329
Chilton Capital Management
Texas
$306K +$70.5K +6,012 +30%
LA
330
Leonetti & Associates
Illinois
$304K – – –
TW
331
Transform Wealth
Colorado
$297K -$118K -10,086 -29%
CSIC
332
Clifford Swan Investment Counsel
California
$292K +$6.49K +552 +2%
AAS
333
Annex Advisory Services
Wisconsin
$290K +$4.09K +348 +1%
SG
334
Somerset Group
Minnesota
$286K +$3.23K +276 +1%
HWA
335
Heritage Way Advisors
Illinois
$285K – – –
SAM
336
Smithbridge Asset Management
Pennsylvania
$284K +$10.3K +876 +4%
DAM
337
Delta Asset Management
Tennessee
$282K – – –
CIBC Private Wealth Group
338
CIBC Private Wealth Group
Georgia
$280K -$7.38K -630 -3%
AMIM
339
Aull & Monroe Investment Management
Alabama
$279K +$34.4K +2,934 +14%
FF
340
Friedenthal Financial
New Jersey
$278K -$2.04K -174 -0.7%
PA
341
Paracle Advisors
Washington
$277K +$774 +66 +0.3%
SIM
342
Sonora Investment Management
Arizona
$276K +$276K +23,550 New
SHA
343
Seneca House Advisors
Virginia
$274K +$15.3K +1,302 +6%
MA
344
MCF Advisors
Kentucky
$270K -$68.1K -5,814 -20%
LNWWM
345
Laird Norton Wetherby Wealth Management
California
$270K +$564 +48 +0.2%
MAM
346
Mastrapasqua Asset Management
Tennessee
$269K – – –
CRC
347
Curi RMB Capital
Illinois
$267K -$22.3K -1,902 -8%
SWM
348
Stockman Wealth Management
Montana
$266K +$11.9K +1,014 +5%
CA
349
Cetera Advisors
Colorado
$264K +$2.95K +252 +1%
EAM
350
Evanson Asset Management
California
$260K – – –
12 13
14
15 16