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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 %
EA
376
Efficient Advisors
Ohio
$130K 1,974 -168 -8%
UBS AM
377
UBS AM
Illinois
$113K 1,705 – –
AWM
378
AllSquare Wealth Management
New York
$111K 1,678 – –
RWA
379
Ropes Wealth Advisors
Massachusetts
$110K 1,661 -75 -4%
MA
380
MUFG Americas
New York
$110K 1,671 – –
PNC Financial Services Group
381
PNC Financial Services Group
Pennsylvania
$107K 1,625 -480 -23%
AIM
382
Anchor Investment Management
South Carolina
$106K 1,612 +200 +14%
RFC
383
Regions Financial Corp
Alabama
$106K 1,607 – –
WAM
384
Wealthspire Advisors (Maryland)
Maryland
$102K 1,546 -500 -24%
JFGIW
385
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$88K 1,335 +1,335 New
TFS
386
TrustCore Financial Services
Tennessee
$86K 1,304 +109 +9%
CAC
387
Certified Advisory Corp
Florida
$78K 1,186 +639 +117%
JWM
388
Janiczek Wealth Management
Colorado
$78K 1,182 +1,182 New
SIAP
389
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$77K 1,169 -1 -0.1%
ECM
390
Exchange Capital Management
Michigan
$76K 1,156 +783 +210%
FHA
391
Flagship Harbor Advisors
Massachusetts
$75K 1,147 +1,147 New
BAM
392
Barrett Asset Management
New York
$70K 1,065 – –
BAMG
393
Brand Asset Management Group
Missouri
$67K 1,009 +1,009 New
SSB
394
Sandy Spring Bank
Maryland
$65K 979 -740 -43%
Deutsche Bank
395
Deutsche Bank
Germany
$63K 954 -2,310 -71%
RFA
396
Reilly Financial Advisors
California
$62K 945 – –
KJWM
397
Kiley Juergens Wealth Management
Washington
$61K 932 +932 New
TL
398
TrueWealth LLC
Georgia
$60K 908 +533 +142%
ML
399
McAdam LLC
Pennsylvania
$58K 882 -4 -0.5%
ST
400
Smithfield Trust
Pennsylvania
$54K 820 – –
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16
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