SCHB icon

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 %
PO
401
Private Ocean
California
$34K +$63 +6 +0.2%
PCFFS
402
Pacific Center for Financial Services
California
$34K +$4.57K +432 +16%
FWM
403
Focused Wealth Management
New York
$34K +$34K +3,228 New
GWS
404
Glassman Wealth Services
Virginia
$29K – – –
TVWM
405
Tower View Wealth Management
Wisconsin
$27K +$65 +6 +0.2%
ECM
406
Exchange Capital Management
Michigan
$24K -$252K -23,514 -91%
TL
407
TrueWealth LLC
Georgia
$24K – – –
GWM
408
Geneos Wealth Management
Colorado
$22K – – –
AIM
409
Advantage Investment Management
Iowa
$21K – – –
YWP
410
YorkBridge Wealth Partners
New York
$21K – – –
IIC
411
Integrated Investment Consultants
Michigan
$20K +$20K +1,872 New
QI
412
QS Investors
New York
$16K +$6.4K +600 +67%
TCM
413
Tradewinds Capital Management
Washington
$16K +$16K +1,500 New
FC
414
Ferris Capital
Massachusetts
$13K +$13K +1,242 New
TCOV
415
Trust Company of Vermont
Vermont
$12K – – –
JGIA
416
Jackson Grant Investment Advisers
Connecticut
$12K +$65 +6 +0.5%
SWA
417
Sutton Wealth Advisors
Florida
$11.6K +$829 +78 +8%
POIA
418
Pin Oak Investment Advisors
Texas
$11K – – –
MCM
419
Manchester Capital Management
Vermont
$11K +$194 +18 +2%
AIA
420
Armor Investment Advisors
North Carolina
$10K – – –
CCA
421
Clearwater Capital Advisors
Illinois
$10K +$10K +912 New
JPMorgan Chase & Co
422
JPMorgan Chase & Co
New York
$9K +$1.42K +132 +19%
GI
423
Gradient Investments
Minnesota
$8K – – –
WC
424
Whitnell & Co
Illinois
$8K – – –
PWAG
425
Polaris Wealth Advisory Group
California
$8K +$8K +732 New
15 16
17
18 19