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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 %
WAM
51
Watermark Asset Management
California
$12.8M 193,293 +2,165 +1%
BC
52
Bartlett & Co
Ohio
$12.8M 193,220 -2,910 -1%
BCWM
53
Bartlett & Co Wealth Management
Ohio
$12.8M 193,220 -2,910 -1%
HCM
54
Hengehold Capital Management
Ohio
$12.1M 183,780 +98,627 +116%
BCMO
55
Buckingham Capital Management (Ohio)
Ohio
$11.9M 180,980 +10,189 +6%
LPL Financial
56
LPL Financial
California
$11M 167,404 -124,001 -43%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$10.9M 164,585 +5,745 +4%
WA
58
WBH Advisory
Maryland
$10.8M 163,770 +3,100 +2%
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$10.8M 163,315 +10,404 +7%
LFS
60
Legacy Financial Strategies
Kansas
$10.6M 161,084 +151,394 +1,562%
IAS
61
IMA Advisory Services
Colorado
$9.9M 150,081 -22,799 -13%
Morgan Stanley
62
Morgan Stanley
New York
$9.87M 149,604 -6,093 -4%
PAM
63
Pegasus Asset Management
New York
$9.4M 142,421 +3,280 +2%
MAS
64
Madden Advisory Services
Florida
$9.16M 138,836 +7,551 +6%
FI
65
FormulaFolio Investments
Michigan
$9.05M 137,194 +44,559 +48%
BlackRock
66
BlackRock
New York
$8.86M 134,287 -10,594 -7%
GAM
67
Gemmer Asset Management
California
$8.52M 129,160 +1,713 +1%
Jane Street
68
Jane Street
New York
$8.21M 124,330 -98,595 -44%
DW
69
Domani Wealth
Pennsylvania
$7.58M 114,827 +3,576 +3%
SWM
70
SigFig Wealth Management
California
$7.16M 108,541 -5,765 -5%
ADL
71
Asset Dedication LLC
California
$6.9M 104,574 +11,122 +12%
MWM
72
Meridian Wealth Management
Kentucky
$6.61M 100,136 +400 +0.4%
SCA
73
Strategic Capital Advisers
Colorado
$6.56M 95,024 -17,971 -16%
RMC
74
Regis Management Company
California
$6.52M 98,861 -37,545 -28%
GA
75
Gateway Advisory
New Jersey
$6.22M 94,208 -6,012 -6%
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