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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

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

Top Buyers

1
Northern Trust
1
Northern Trust
Illinois
$200M
2
MFRM
2
Milliman Financial Risk Management
Illinois
$896M
3
Betterment LLC
3
Betterment LLC
New York
$216M
4
PRS
4
Pinkerton Retirement Specialists
Idaho
$15.4M
5
Bank of America
5
Bank of America
North Carolina
$77.5M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$116M
2
W
2
Wealthfront
California
$594M
3
AP
3
Agilis Partners
Massachusetts
$35.3M
4
LPL Financial
4
LPL Financial
California
$11M
5
OIA
5
OneDigital Investment Advisors
Kansas
$2.03M
Name Market Value Shares Shares
Change 		Shares
Change %
HR
451
Howe & Rusling
New York
$4K 54 +54 New
PAI
452
Pittenger & Anderson Inc
Nebraska
$3K 53 +53 New
PMG
453
ProVise Management Group
Florida
$2.02K 30,603 +2,008 +7%
BC
454
Barnett & Company
Tennessee
$2K 34 +20 +143%
PG
455
Patten Group
Tennessee
$2K 35 +35 New
DSC
456
Duncker Streett & Co
Missouri
$1K 15 – –
TFA
457
Toth Financial Advisory
Virginia
$1K 15 – –
FMP
458
Financial Management Professionals
Texas
$1K 15 – –
LFG
459
LifePlan Financial Group
Ohio
$1K 13 – –
NDSI
460
Newman Dignan & Sheerar Inc
Rhode Island
$421 6,375 +82 +1%
FRA
461
Front Row Advisors
California
$185 2,690 – –
TP
462
Truvvo Partners
New York
– – -186,576 Closed
Susquehanna International Group
463
Susquehanna International Group
Pennsylvania
– – -68,243 Closed
TRCT
464
Tower Research Capital (TRC)
New York
– – -32,459 Closed
EWA
465
EP Wealth Advisors
California
– – -12,235 Closed
SLA
466
Silver Lake Advisory
Utah
– – -7,624 Closed
IC
467
Iconiq Capital
California
– – -7,168 Closed
TH
468
Timber Hill
Connecticut
– – -4,976 Closed
CWM
469
Cabot Wealth Management
Massachusetts
– – -4,105 Closed
CAN
470
Cetera Advisor Networks
California
– – -3,897 Closed
PPA
471
Parametric Portfolio Associates
Washington
– – -3,407 Closed
EHPM
472
Emery Howard Portfolio Management
California
– – -3,148 Closed
CDIA
473
Capital Directions Investment Advisors
Georgia
– – -2,250 Closed
BCP
474
Blackhawk Capital Partners
Wisconsin
– – -1,893 Closed
SWP
475
Stratos Wealth Partners
Ohio
– – -1,100 Closed
16 17 18
19
20