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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 %
AWM
376
AllSquare Wealth Management
New York
$107K +$26.3K +2,478 +33%
RFC
377
Regions Financial Corp
Alabama
$103K -$43.2K -4,044 -30%
WAP
378
Wealthcare Advisory Partners
Pennsylvania
$98K +$42.9K +4,032 +78%
AIM
379
Anchor Investment Management
South Carolina
$90.1K +$88.3K +8,310 +5,130%
VIA
380
Vantage Investment Advisors
Pennsylvania
$89K +$9.65K +906 +12%
Bank of Montreal
381
Bank of Montreal
Ontario, Canada
$83K +$16.1K +1,524 +24%
TFS
382
TrustCore Financial Services
Tennessee
$76K +$15.2K +1,434 +25%
SIAP
383
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$75K +$64 +6 +0.1%
SWP
384
Stratos Wealth Partners
Ohio
$70K -$445 -42 -0.6%
BAM
385
Barrett Asset Management
New York
$68K – – –
RFA
386
Reilly Financial Advisors
California
$60K – – –
ML
387
McAdam LLC
Pennsylvania
$57K +$57K +5,316 New
ST
388
Smithfield Trust
Pennsylvania
$52K – – –
WWM
389
Willingdon Wealth Management
North Carolina
$51K – – –
EWM
390
Elmwood Wealth Management
California
$48.2K +$48.2K +4,530 New
KC
391
KHP Capital
Oklahoma
$48K +$48K +4,560 New
MFW
392
Mosaic Family Wealth
Missouri
$42K +$22.6K +2,124 +116%
US Bancorp
393
US Bancorp
Minnesota
$41K -$29.1K -2,730 -41%
CCM
394
Covington Capital Management
California
$39K – – –
NC
395
NewSquare Capital
Pennsylvania
$39K – – –
JA
396
JOYN Advisors
Georgia
$37K +$37K +3,456 New
PMFA
397
Plante Moran Financial Advisors
Michigan
$36K +$256 +24 +0.7%
QAM
398
QCI Asset Management
New York
$34K – – –
MCM
399
MV Capital Management
Maryland
$34K – – –
CAC
400
Certified Advisory Corp
Florida
$34K – – –
14 15
16
17 18