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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 %
PP
351
Palladium Partners
Virginia
$225K 3,415 – –
DADC
352
D.A. Davidson & Co
Montana
$224K 3,400 – –
RPA
353
Rock Point Advisors
Vermont
$224K 3,389 +190 +6%
HIC
354
Hartline Investment Corp
Illinois
$223K 3,381 -125 -4%
LI
355
LVZ Inc
Michigan
$222K 3,357 – –
CCM
356
Chilton Capital Management
Texas
$221K 3,347 +3,347 New
FAIM
357
Financial Advocates Investment Management
Washington
$220K 3,326 +6 +0.2%
GC
358
Grimes & Company
Massachusetts
$218K 3,300 – –
SGAM
359
Steinberg Global Asset Management
Florida
$212K 3,213 +3,213 New
PSF
360
Pacific Sun Financial
California
$209K 3,010 +3,010 New
RAG
361
Roof Advisory Group
Pennsylvania
$208K 3,150 +3,150 New
CCP
362
Clarkston Capital Partners
Michigan
$205K 3,113 -150 -5%
ECM
363
Evergreen Capital Management
Washington
$201K 3,050 +3,050 New
GT
364
Glenmede Trust
Pennsylvania
$199K 3,019 +3,019 New
AIA
365
Arcadia Investment Advisors
Idaho
$199K 3,015 -21 -0.7%
APSP
366
Asset Planning Services (Pennsylvania)
Pennsylvania
$196K 2,964 +13 +0.4%
GRP
367
Global Retirement Partners
California
$195K 2,950 +9 +0.3%
MFT
368
Moisand Fitzgerald Tamayo
Florida
$184K 2,792 +141 +5%
BWA
369
Burt Wealth Advisors
Maryland
$170K 2,574 – –
VIA
370
Vantage Investment Advisors
Pennsylvania
$164K 2,488 +1,095 +79%
PA
371
Parallel Advisors
California
$158K 2,406 +262 +12%
TIM
372
Tortoise Investment Management
New York
$155K 2,355 +150 +7%
VFA
373
Valeo Financial Advisors
Indiana
$142K 2,062 +220 +12%
GBBWRPM
374
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$139K 2,099 – –
Bank of Montreal
375
Bank of Montreal
Ontario, Canada
$132K 1,994 +688 +53%
13 14
15
16 17