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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 %
Thrivent Financial for Lutherans
376
Thrivent Financial for Lutherans
Minnesota
$212K +$212K +18,090 New
CC
377
Cadinha & Co
Hawaii
$211K +$211K +18,000 New
MCM
378
Mengis Capital Management
Oregon
$211K +$211K +18,024 New
CAMG
379
CWA Asset Management Group
Florida
$210K +$210K +17,886 New
SCM
380
Schnieders Capital Management
California
$207K +$207K +17,658 New
CL
381
CPWM LLC
Washington
$204K +$204K +17,382 New
PAM
382
Premier Asset Management
Illinois
$203K +$203K +17,310 New
Citigroup
383
Citigroup
New York
$202K -$86.1K -7,326 -30%
AIA
384
Arcadia Investment Advisors
Idaho
$200K -$12.2K -1,044 -6%
APSP
385
Asset Planning Services (Pennsylvania)
Pennsylvania
$198K -$2.16K -192 -1%
MFT
386
Moisand Fitzgerald Tamayo
Florida
$197K +$211 +18 +0.1%
BWA
387
Burt Wealth Advisors
Maryland
$196K +$14.8K +1,260 +8%
VIA
388
Vantage Investment Advisors
Pennsylvania
$173K -$2.11K -180 -1%
VFA
389
Valeo Financial Advisors
Indiana
$169K +$35.3K +3,264 +26%
TIM
390
Tortoise Investment Management
New York
$166K – – –
FWM
391
Focused Wealth Management
New York
$161K -$406K -34,692 -72%
ECM
392
Exchange Capital Management
Michigan
$149K +$67.5K +5,742 +83%
UBS AM
393
UBS AM
Illinois
$120K – – –
MA
394
MUFG Americas
New York
$118K – – –
AWM
395
AllSquare Wealth Management
New York
$118K – – –
RWA
396
Ropes Wealth Advisors
Massachusetts
$117K – – –
ML
397
McAdam LLC
Pennsylvania
$117K +$54.9K +4,686 +89%
AIM
398
Anchor Investment Management
South Carolina
$113K – – –
RFC
399
Regions Financial Corp
Alabama
$113K – – –
WAM
400
Wealthspire Advisors (Maryland)
Maryland
$109K +$491 +42 +0.5%
14 15
16
17 18