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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 %
SC
426
Slow Capital
California
$7K +$7K +636 New
SF
427
Synovus Financial
Georgia
$7K +$7K +660 New
JCM
428
Jacobi Capital Management
Pennsylvania
$6K +$6K +600 New
CAGAS
429
Capital Advisory Group Advisory Services
Minnesota
$6K +$6K +600 New
CCM
430
Cribstone Capital Management
Maine
$5K +$5K +510 New
Simplex Trading
431
Simplex Trading
Illinois
$5K +$5K +552 New
FA
432
Fagan Associates
New York
$4.53K +$171 +16,092 +4%
FFW
433
Fusion Family Wealth
New York
$4K +$4K +342 New
BIMC
434
Benson Investment Management Company
Virginia
$4K +$4K +348 New
SPIA
435
Steward Partners Investment Advisory
New York
$2K – – –
CAL
436
Capital Analysts LLC
Pennsylvania
$2K +$2K +168 New
KCPG
437
Kavar Capital Partners Group
Kansas
$2K +$2K +210 New
TFA
438
Toth Financial Advisory
Virginia
$1K – – –
DSC
439
Duncker Streett & Co
Missouri
$1K – – –
FMP
440
Financial Management Professionals
Texas
$1K – – –
VDFA
441
Vickerman & Driscoll Financial Advisors
Washington
$1K – – –
BC
442
Barnett & Company
Tennessee
$1K +$357 +30 +56%
LFG
443
LifePlan Financial Group
Ohio
$1K +$1K +78 New
S
444
Schroders
United Kingdom
– -$43.8M -4,074,978 Closed
TSS
445
Two Sigma Securities
New York
– -$11.9M -1,107,576 Closed
WC
446
Westwind Capital
New Mexico
– -$4.03M -375,000 Closed
IFWM
447
Institute for Wealth Management
Colorado
– -$2.36M -218,904 Closed
SG Americas Securities
448
SG Americas Securities
New York
– -$2.33M -216,228 Closed
CPP
449
Crow Point Partners
Massachusetts
– -$1.22M -113,178 Closed
WAAG
450
Wealth Alliance Advisory Group
Kansas
– -$1.07M -99,384 Closed
16 17
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