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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 %
PNC Financial Services Group
401
PNC Financial Services Group
Pennsylvania
$106K -$8.83K -750 -8%
DOA
402
D'Orazio & Associates
Virginia
$100K +$100K +8,508 New
TFS
403
TrustCore Financial Services
Tennessee
$97K +$5.21K +444 +6%
QAM
404
QCI Asset Management
New York
$85K +$58.5K +4,974 +221%
CAC
405
Certified Advisory Corp
Florida
$84K +$141 +12 +0.2%
JWM
406
Janiczek Wealth Management
Colorado
$83K +$70 +6 +0.1%
SIAP
407
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$82K +$70 +6 +0.1%
FHA
408
Flagship Harbor Advisors
Massachusetts
$81K – – –
BAMG
409
Brand Asset Management Group
Missouri
$77K +$5.92K +504 +8%
CTB
410
Country Trust Bank
Illinois
$76K +$76K +6,492 New
BAM
411
Barrett Asset Management
New York
$75K – – –
HWM
412
Holloway Wealth Management
Florida
$75K – – –
SWP
413
Stratos Wealth Partners
Ohio
$74K +$74K +6,300 New
RFA
414
Reilly Financial Advisors
California
$67K – – –
KJWM
415
Kiley Juergens Wealth Management
Washington
$65K +$278 +24 +0.4%
TL
416
TrueWealth LLC
Georgia
$64K +$70 +6 +0.1%
SSB
417
Sandy Spring Bank
Maryland
$56K -$12.7K -1,086 -18%
WWM
418
Willingdon Wealth Management
North Carolina
$56K – – –
EWM
419
Elmwood Wealth Management
California
$53.2K – – –
KC
420
KHP Capital
Oklahoma
$53K – – –
ACA
421
Atlas Capital Advisors
Wyoming
$47.6K – – –
WAP
422
Wealthcare Advisory Partners
Pennsylvania
$47K – – –
PCFFS
423
Pacific Center for Financial Services
California
$47K +$3.06K +258 +7%
CCM
424
Covington Capital Management
California
$43K – – –
US Bancorp
425
US Bancorp
Minnesota
$42K -$9.94K -852 -19%
15 16
17
18 19