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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$27.7M 2,605,326 +276 +0%
SFC
27
SYM Financial Corp
Indiana
$27.6M 2,592,972 – –
FMWA
28
Forvis Mazars Wealth Advisors
Missouri
$27.2M 2,558,064 +54,522 +2%
NSAM
29
North Star Asset Management
Wisconsin
$26.5M 2,487,900 +163,152 +7%
KFA
30
Kays Financial Advisory
Georgia
$24.6M 2,315,184 -20,124 -0.9%
SFS
31
Summit Financial Strategies
Ohio
$23.7M 2,224,896 +123,516 +6%
CCWA
32
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$22.4M 2,105,676 +92,634 +5%
Fiera Capital (Canada)
33
Fiera Capital (Canada)
Quebec, Canada
$19.6M 1,841,916 -86,796 -5%
LPL Financial
34
LPL Financial
California
$18.6M 1,748,430 +341,520 +24%
SA
35
Strategic Advisors
New York
$18.6M 1,744,932 +225,528 +15%
AAC
36
Asset Advisors Corp
Georgia
$18.2M 1,712,220 +56,400 +3%
IA
37
IFP Advisors
Florida
$17.7M 1,646,700 – –
FC
38
Financial Consulate
Maryland
$16.9M 1,589,382 +18,024 +1%
SFG
39
SNS Financial Group
Minnesota
$16.5M 1,550,874 +200,616 +15%
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$16M 1,500,414 +135,066 +10%
K
41
Kemper
Illinois
$15.2M 1,426,290 – –
AIP
42
Almanack Investment Partners
Pennsylvania
$15.1M 1,422,594 +206,310 +17%
Jane Street
43
Jane Street
New York
$14.2M 1,337,550 -11,160 -0.8%
FANJ
44
Financial Architects (New Jersey)
New Jersey
$14M 1,319,832 +42,438 +3%
OIWM
45
OptiFour Integrated Wealth Management
Virginia
$14M 1,319,688 -16,788 -1%
HighTower Advisors
46
HighTower Advisors
Illinois
$14M 1,312,986 +136,212 +12%
BJ
47
Brouwer & Janachowski
California
$13.3M 1,254,786 -68,616 -5%
CHJWM
48
Carlton Hofferkamp & Jenks Wealth Management
Texas
$13.1M 1,250,754 -49,230 -4%
BCWM
49
Bartlett & Co Wealth Management
Ohio
$12.5M 1,176,780 +1,176,780 New
BC
50
Bartlett & Co
Ohio
$12.5M 1,176,780 +22,116 +2%
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