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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 %
FMWA
26
Forvis Mazars Wealth Advisors
Missouri
$29M 439,442 +13,098 +3%
Wells Fargo
27
Wells Fargo
California
$28.9M 438,158 +3,937 +0.9%
SFC
28
SYM Financial Corp
Indiana
$28.5M 432,162 – –
NSAM
29
North Star Asset Management
Wisconsin
$28.5M 431,832 +17,182 +4%
KFA
30
Kays Financial Advisory
Georgia
$25.8M 391,361 +5,497 +1%
SFS
31
Summit Financial Strategies
Ohio
$25.7M 388,985 +18,169 +5%
OAJ
32
Ogorek Anthony Joseph
New York
$25.3M 383,504 -79,975 -17%
CCWA
33
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$23.5M 355,514 +4,568 +1%
SFG
34
SNS Financial Group
Minnesota
$20.5M 310,818 +52,339 +20%
SA
35
Strategic Advisors
New York
$20.2M 306,192 +15,370 +5%
AAC
36
Asset Advisors Corp
Georgia
$19M 288,200 +2,830 +1%
AIP
37
Almanack Investment Partners
Pennsylvania
$18.3M 277,817 +40,718 +17%
FC
38
Financial Consulate
Maryland
$17.3M 262,189 -2,708 -1%
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$16M 250,069 – –
K
40
Kemper
Illinois
$15.7M 237,715 – –
PRS
41
Pinkerton Retirement Specialists
Idaho
$15.4M 233,114 +233,114 New
FANJ
42
Financial Architects (New Jersey)
New Jersey
$15.2M 229,818 +9,846 +4%
HighTower Advisors
43
HighTower Advisors
Illinois
$15.1M 229,635 +10,804 +5%
IA
44
IFP Advisors
Florida
$14.9M 226,390 -48,060 -18%
OIWM
45
OptiFour Integrated Wealth Management
Virginia
$14.1M 212,927 -7,021 -3%
CHJWM
46
Carlton Hofferkamp & Jenks Wealth Management
Texas
$14M 211,657 +3,198 +2%
CCA
47
Cobblestone Capital Advisors
New York
$13.5M 204,353 +27,577 +16%
BJ
48
Brouwer & Janachowski
California
$13.1M 198,696 -10,435 -5%
RBC
49
Roble Belko & Company
Pennsylvania
$13M 197,153 +12,052 +7%
BBPWM
50
Blue Bell Private Wealth Management
Pennsylvania
$13M 196,347 +7,256 +4%
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