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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 %
Deutsche Bank
351
Deutsche Bank
Germany
$208K +$208K +19,584 New
RPA
352
Rock Point Advisors
Vermont
$204K +$204K +19,194 New
SS
353
Simplicity Solutions
Minnesota
$202K +$202K +18,990 New
EHPM
354
Emery Howard Portfolio Management
California
$201K +$830 +78 +0.4%
AIA
355
Arcadia Investment Advisors
Idaho
$194K – – –
APSP
356
Asset Planning Services (Pennsylvania)
Pennsylvania
$188K -$3.12K -294 -2%
GRP
357
Global Retirement Partners
California
$188K +$58.2K +5,460 +45%
FRA
358
Front Row Advisors
California
$172K – – –
Citigroup
359
Citigroup
New York
$170K +$8.34K +786 +5%
MFT
360
Moisand Fitzgerald Tamayo
Florida
$169K +$10.1K +954 +6%
BWA
361
Burt Wealth Advisors
Maryland
$164K – – –
S
362
SignatureFD
Georgia
$154K +$154K +14,508 New
CDIA
363
Capital Directions Investment Advisors
Georgia
$144K – – –
TIM
364
Tortoise Investment Management
New York
$141K +$70.3K +6,600 +100%
PA
365
Parallel Advisors
California
$137K +$10.1K +948 +8%
EA
366
Efficient Advisors
Ohio
$137K +$137K +12,852 New
PNC Financial Services Group
367
PNC Financial Services Group
Pennsylvania
$134K +$30.6K +2,880 +30%
GBBWRPM
368
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$134K +$134K +12,594 New
WAM
369
Wealthspire Advisors (Maryland)
Maryland
$131K +$6.66K +624 +5%
BCP
370
Blackhawk Capital Partners
Wisconsin
$121K +$74.8K +7,020 +162%
VFA
371
Valeo Financial Advisors
Indiana
$118K +$32.1K +3,006 +37%
RWA
372
Ropes Wealth Advisors
Massachusetts
$111K – – –
SSB
373
Sandy Spring Bank
Maryland
$110K +$58.9K +5,526 +115%
UBS AM
374
UBS AM
Illinois
$109K +$109K +10,230 New
MA
375
MUFG Americas
New York
$107K – – –
13 14
15
16 17