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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 %
CCM
351
Carlson Capital Management
Minnesota
$259K -$6.95K -594 -3%
SMFS
352
Squar Milner Financial Services
California
$259K – – –
AWM
353
Avior Wealth Management
Nebraska
$259K +$705 +60 +0.3%
APP
354
Avantax Planning Partners
Iowa
$256K -$32.8K -2,796 -11%
WSTAM
355
Wilbanks Smith & Thomas Asset Management
Virginia
$256K +$256K +21,816 New
DADC
356
D.A. Davidson & Co
Montana
$251K +$11.3K +960 +5%
GRP
357
Global Retirement Partners
California
$251K +$43K +3,660 +21%
Cerity Partners
358
Cerity Partners
New York
$250K -$19.6K -1,674 -7%
PWMAG
359
Pinnacle Wealth Management Advisory Group
New Jersey
$249K +$2.81K +240 +1%
RCAG
360
Rehmann Capital Advisory Group
Michigan
$249K -$70 -6 -0%
GC
361
Grimes & Company
Massachusetts
$248K +$15.8K +1,350 +7%
LWAC
362
Laurel Wealth Advisors (California)
California
$244K +$983 +84 +0.4%
PP
363
Palladium Partners
Virginia
$240K – – –
WA
364
Wealth Architects
California
$239K -$9.88K -840 -4%
RPA
365
Rock Point Advisors
Vermont
$235K -$3.88K -330 -2%
EWM
366
Empirical Wealth Management
Washington
$232K -$82.5K -7,020 -26%
LC
367
LCNB Corp
Ohio
$228K +$228K +19,416 New
HIC
368
Hartline Investment Corp
Illinois
$224K -$14.1K -1,200 -6%
Bank of Montreal
369
Bank of Montreal
Ontario, Canada
$224K +$83.9K +7,158 +60%
CAN
370
Cetera Advisor Networks
California
$224K +$224K +19,134 New
PA
371
Parallel Advisors
California
$223K +$53.8K +4,590 +32%
CCP
372
Clarkston Capital Partners
Michigan
$219K – – –
FNBT
373
FineMark National Bank & Trust
Florida
$218K +$218K +18,546 New
ECM
374
Evergreen Capital Management
Washington
$215K – – –
RAG
375
Roof Advisory Group
Pennsylvania
$214K -$7.82K -666 -4%
13 14
15
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