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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 %
FRA
476
Front Row Advisors
California
$172 – – –
KM
477
Kalos Management
Georgia
– -$3.26M -283,824 Closed
BL
478
BCWM LLC
Kansas
– -$1.59M -144,750 Closed
RW
479
Rand Wealth
Maryland
– -$336K -30,546 Closed
NPPM
480
North Point Portfolio Managers
Ohio
– -$297K -27,000 Closed
FFWA
481
FRG Family Wealth Advisors
Washington
– -$253K -23,040 Closed
F
482
F3Logic
Minnesota
– -$251K -22,854 Closed
LI
483
LVZ Inc
Michigan
– -$222K -20,142 Closed
GT
484
Glenmede Trust
Pennsylvania
– -$199K -18,114 Closed
GBBWRPM
485
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
– -$139K -12,594 Closed
EA
486
Efficient Advisors
Ohio
– -$130K -11,844 Closed
JFGIW
487
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$88K -8,010 Closed
Deutsche Bank
488
Deutsche Bank
Germany
– -$63K -5,724 Closed
ST
489
Smithfield Trust
Pennsylvania
– -$54K -4,920 Closed
BCA
490
Bay Colony Advisors
Massachusetts
– -$48K -4,326 Closed
NC
491
NewSquare Capital
Pennsylvania
– -$42K -3,690 Closed
WT
492
Washington Trust
Rhode Island
– -$38K -3,450 Closed
IWP
493
Icon Wealth Partners
Texas
– -$23K -2,046 Closed
CF
494
Centaurus Financial
California
– -$12K -1,080 Closed
CB
495
CNB Bank
Pennsylvania
– -$10K -870 Closed
BCMIO
496
Beacon Capital Management Inc (Ohio)
Ohio
– -$8K -738 Closed
SWP
497
Strategic Wealth Partners
Ohio
– -$8K -738 Closed
PWAG
498
Polaris Wealth Advisory Group
California
– -$8K -732 Closed
CCM
499
Cribstone Capital Management
Maine
– -$6K -510 Closed
KCPG
500
Kavar Capital Partners Group
Kansas
– -$5K -468 Closed
16 17 18 19
20