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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 %
AIA
451
Armor Investment Advisors
North Carolina
$11K – – –
JPMorgan Chase & Co
452
JPMorgan Chase & Co
New York
$10K – – –
Fifth Third Bancorp
453
Fifth Third Bancorp
Ohio
$10K +$10K +894 New
GI
454
Gradient Investments
Minnesota
$9K – – –
WC
455
Whitnell & Co
Illinois
$9K – – –
LGWM
456
Litman Gregory Wealth Management
California
$9K +$9K +750 New
SF
457
Synovus Financial
Georgia
$8K – – –
EWM
458
Edge Wealth Management
New York
$8K – – –
SEI Investments
459
SEI Investments
Pennsylvania
$7K -$14.5K -1,836 -67%
JCM
460
Jacobi Capital Management
Pennsylvania
$7K – – –
WKWM
461
Walter & Keenan Wealth Management
Indiana
$5.32K +$15 +1,278 +0.3%
SPIA
462
Steward Partners Investment Advisory
New York
$5K – – –
JA
463
JOYN Advisors
Georgia
$5K – – –
PAI
464
Pittenger & Anderson Inc
Nebraska
$5K +$923 +72 +23%
CFA
465
Carroll Financial Associates
North Carolina
$5K +$5K +432 New
CFA
466
Camarda Financial Advisors
Florida
$5K +$5K +468 New
HR
467
Howe & Rusling
New York
$4K – – –
BIMC
468
Benson Investment Management Company
Virginia
$4K – – –
FFW
469
Fusion Family Wealth
New York
$4K – – –
TFA
470
Toth Financial Advisory
Virginia
$4K +$3K +270 +300%
AAP
471
Arax Advisory Partners
Colorado
$4K +$4K +318 New
BC
472
Barnett & Company
Tennessee
$2K – – –
FMP
473
Financial Management Professionals
Texas
$1K – – –
LFG
474
LifePlan Financial Group
Ohio
$1K – – –
DSC
475
Duncker Streett & Co
Missouri
$1K – – –
16 17 18
19
20