SCHB icon

Schwab US Broad Market ETF

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
Name Market Value Shares Shares
Change
Shares
Change %
WWM
401
Willingdon Wealth Management
North Carolina
$53K 800
KC
402
KHP Capital
Oklahoma
$50K 760
EWM
403
Elmwood Wealth Management
California
$49.8K 755
US Bancorp
404
US Bancorp
Minnesota
$49K 742 +100 +16%
BCA
405
Bay Colony Advisors
Massachusetts
$48K 721 +721 New
ACA
406
Atlas Capital Advisors
Wyoming
$46K 675 +675 New
WAP
407
Wealthcare Advisory Partners
Pennsylvania
$44K 668 -866 -56%
MFW
408
Mosaic Family Wealth
Missouri
$43K 659
NC
409
NewSquare Capital
Pennsylvania
$42K 615
CCM
410
Covington Capital Management
California
$41K 616
PCFFS
411
Pacific Center for Financial Services
California
$41K 618 +82 +15%
WT
412
Washington Trust
Rhode Island
$38K 575 +575 New
PMFA
413
Plante Moran Financial Advisors
Michigan
$37K 563
MCM
414
MV Capital Management
Maryland
$35K 527
PO
415
Private Ocean
California
$35K 537 +1 +0.2%
SEI Investments
416
SEI Investments
Pennsylvania
$30K 454 -4,765 -91%
GWS
417
Glassman Wealth Services
Virginia
$30K 460
TVWM
418
Tower View Wealth Management
Wisconsin
$27K 416
QAM
419
QCI Asset Management
New York
$25K 375 -165 -31%
GWM
420
Geneos Wealth Management
Colorado
$23K 356
IWP
421
Icon Wealth Partners
Texas
$23K 341 +341 New
AIM
422
Advantage Investment Management
Iowa
$21K 348
YWP
423
YorkBridge Wealth Partners
New York
$21K 322
SWA
424
Sutton Wealth Advisors
Florida
$16.1K 244 +62 +34%
TCM
425
Tradewinds Capital Management
Washington
$16K 250