SCHB icon

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 %
DWM
51
Destination Wealth Management
California
$12.5M 670,134 +420,786 +169%
WAM
52
Watermark Asset Management
California
$12.2M 1,146,768 +24,888 +2%
BBPWM
53
Blue Bell Private Wealth Management
Pennsylvania
$12.1M 1,134,546 +145,056 +15%
RBC
54
Roble Belko & Company
Pennsylvania
$11.8M 1,110,606 +79,332 +8%
CCA
55
Cobblestone Capital Advisors
New York
$11.3M 1,060,656 +147,840 +16%
IAS
56
IMA Advisory Services
Colorado
$11M 1,037,280 -954 -0.1%
BCMO
57
Buckingham Capital Management (Ohio)
Ohio
$10.9M 1,024,746 +76,164 +8%
WA
58
WBH Advisory
Maryland
$10.2M 964,020 +39,942 +4%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$10.1M 953,040 -74,670 -7%
Morgan Stanley
60
Morgan Stanley
New York
$9.93M 934,182 -122,562 -12%
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
$9.54M 917,466 -85,854 -9%
BlackRock
62
BlackRock
New York
$9.24M 869,286 +21,054 +2%
OIA
63
OneDigital Investment Advisors
Kansas
$9.05M 851,604 +699,726 +461%
PAM
64
Pegasus Asset Management
New York
$8.88M 834,846 +28,512 +4%
RMC
65
Regis Management Company
California
$8.7M 818,436 +118,842 +17%
MAS
66
Madden Advisory Services
Florida
$8.37M 787,710 +12,372 +2%
GAM
67
Gemmer Asset Management
California
$8.13M 764,682 +80,118 +12%
PS
68
Portfolio Solutions
Michigan
$8.08M 759,828 -63,840 -8%
SWM
69
SigFig Wealth Management
California
$7.29M 685,836 -60,126 -8%
SCA
70
Strategic Capital Advisers
Colorado
$7.29M 677,970 – –
DW
71
Domani Wealth
Pennsylvania
$7.1M 667,506 +93,444 +16%
GA
72
Gateway Advisory
New Jersey
$6.39M 601,320 +4,260 +0.7%
MWM
73
Meridian Wealth Management
Kentucky
$6.36M 598,416 -63,006 -10%
ADL
74
Asset Dedication LLC
California
$5.96M 560,712 -930 -0.2%
SAMC
75
Spectrum Asset Management (California)
California
$5.93M 555,426 +2,892 +0.5%
1 2
3
4 5