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 %
HA
451
Hays Advisory
Tennessee
– -$1.02M -95,088 Closed
BPM
452
Bowling Portfolio Management
Ohio
– -$949K -88,206 Closed
IA
453
IFG Advisory
Georgia
– -$781K -87,126 Closed
FTUS
454
Flow Traders U.S.
New York
– -$650K -60,438 Closed
ZIC
455
ZWJ Investment Counsel
Georgia
– -$621K -57,786 Closed
Mariner
456
Mariner
Kansas
– -$431K -40,122 Closed
Citadel Advisors
457
Citadel Advisors
Florida
– -$421K -39,108 Closed
SI
458
SII Investments
Wisconsin
– -$371K -34,314 Closed
BIM
459
Baldwin Investment Management
Pennsylvania
– -$282K -26,220 Closed
WI
460
WrapManager Inc
California
– -$277K -25,764 Closed
MWA
461
MFA Wealth Advisors
Pennsylvania
– -$276K -24,396 Closed
SB
462
Simmons Bank
Arkansas
– -$252K -23,418 Closed
AMIM
463
Aull & Monroe Investment Management
Alabama
– -$219K -20,352 Closed
CSIA
464
Charles Schwab Investment Advisory
California
– -$209K -19,410 Closed
FIG
465
FundX Investment Group
California
– -$202K -18,804 Closed
MWM
466
Mission Wealth Management
California
– -$201K -18,696 Closed
IWP
467
Icon Wealth Partners
Texas
– -$163K -15,162 Closed
AFNAS
468
American Financial Network Advisory Services
California
– -$114K -10,596 Closed
FAAS
469
First Allied Advisory Services
California
– -$85K -7,944 Closed
KJWM
470
Kiley Juergens Wealth Management
Washington
– -$59K -5,532 Closed
EWM
471
Edge Wealth Management
New York
– -$22K -2,106 Closed
Manulife (Manufacturers Life Insurance)
472
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$10K -948 Closed
WA
473
Winfield Associates
Ohio
– -$7K -570 Closed
AA
474
Advisory Alpha
Michigan
– -$6K -552 Closed
CA
475
Calton & Associates
Florida
– -$1K -96 Closed
16 17 18
19
20