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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.

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
1
Envestnet Asset Management
Illinois
$27.9M
2
Ameriprise
2
Ameriprise
Minnesota
$86M
3
A
3
AdvicePeriod
California
$13.5M
4
DW
4
Domani Wealth
Pennsylvania
$20.3M
5
UWM
5
USAdvisors Wealth Management
Minnesota
$10.1M

Top Sellers

1
MFRM
1
Milliman Financial Risk Management
Illinois
$933M
2
FPCG
2
Fort Pitt Capital Group
Pennsylvania
$24.2M
3
W
3
Wealthfront
California
$617M
4
Wells Fargo
4
Wells Fargo
California
$17.6M
5
UBS Group
5
UBS Group
Switzerland
$114M
Name Holding Trade Value Shares
Change 		Shares
Change %
NSAM
26
North Star Asset Management
Wisconsin
$31.4M +$958K +81,630 +3%
Brown Advisory
27
Brown Advisory
Maryland
$30.7M -$360K -30,702 -1%
OAJ
28
Ogorek Anthony Joseph
New York
$29.1M +$2.12M +180,636 +8%
SFC
29
SYM Financial Corp
Indiana
$28.2M -$2.21M -188,010 -7%
KFA
30
Kays Financial Advisory
Georgia
$27.9M +$359K +30,624 +1%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$27.9M +$27.9M +2,374,806 New
SFS
32
Summit Financial Strategies
Ohio
$27.7M +$368K +31,338 +1%
CCWA
33
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$26.3M +$1.24M +106,026 +5%
FPCG
34
Fort Pitt Capital Group
Pennsylvania
$24.2M -$19M -1,617,012 -44%
AIP
35
Almanack Investment Partners
Pennsylvania
$23.7M +$4.88M +432,864 +26%
SFG
36
SNS Financial Group
Minnesota
$22.9M +$1.06M +90,108 +5%
SA
37
Strategic Advisors
New York
$21.7M +$117K +10,002 +0.5%
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$20.9M +$9.41M +802,068 +82%
AAIM
39
Asset Advisors Investment Management
Georgia
$20.7M +$20.7M +1,764,630 New
DW
40
Domani Wealth
Pennsylvania
$20.3M +$12.2M +1,043,496 +151%
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$19.8M +$2.22M +189,150 +13%
Wells Fargo
42
Wells Fargo
California
$17.6M -$13.3M -1,131,954 -43%
HighTower Advisors
43
HighTower Advisors
Illinois
$17.2M +$1.07M +90,960 +7%
K
44
Kemper
Illinois
$16.7M – – –
PRS
45
Pinkerton Retirement Specialists
Idaho
$16.5M +$137K +11,706 +0.8%
FANJ
46
Financial Architects (New Jersey)
New Jersey
$16.5M +$335K +28,584 +2%
CCA
47
Cobblestone Capital Advisors
New York
$16M +$1.6M +136,812 +11%
LPL Financial
48
LPL Financial
California
$15.8M +$4.06M +346,386 +34%
IA
49
IFP Advisors
Florida
$15.5M -$445K -37,962 -3%
CHJWM
50
Carlton Hofferkamp & Jenks Wealth Management
Texas
$14.9M +$46.9K +4,002 +0.3%
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