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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 Market Value Shares Shares
Change 		Shares
Change %
HCM
51
Hengehold Capital Management
Ohio
$14.8M 1,263,552 +160,872 +15%
OIWM
52
OptiFour Integrated Wealth Management
Virginia
$14.5M 1,238,142 -39,420 -3%
RBC
53
Roble Belko & Company
Pennsylvania
$14.4M 1,229,400 +46,482 +4%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$14.3M 1,217,076 +229,566 +23%
BJ
55
Brouwer & Janachowski
California
$13.8M 1,173,528 -18,648 -2%
BC
56
Bartlett & Co
Ohio
$13.8M 1,173,390 +14,070 +1%
BCWM
57
Bartlett & Co Wealth Management
Ohio
$13.8M 1,173,390 +14,070 +1%
WAM
58
Watermark Asset Management
California
$13.6M 1,162,710 +2,952 +0.3%
BBPWM
59
Blue Bell Private Wealth Management
Pennsylvania
$13.6M 1,158,534 -19,548 -2%
BCMO
60
Buckingham Capital Management (Ohio)
Ohio
$13.5M 1,154,004 +68,124 +6%
A
61
AdvicePeriod
California
$13.5M 1,149,924 +1,076,910 +1,475%
FC
62
Financial Consulate
Maryland
$12.4M 1,059,846 -513,288 -33%
WA
63
WBH Advisory
Maryland
$12.2M 1,039,824 +57,204 +6%
Jane Street
64
Jane Street
New York
$12M 1,025,166 +279,186 +37%
PAM
65
Pegasus Asset Management
New York
$11M 937,224 +82,698 +10%
LFS
66
Legacy Financial Strategies
Kansas
$10.9M 996,948 +30,444 +3%
IAS
67
IMA Advisory Services
Colorado
$10.4M 886,764 -13,722 -2%
UWM
68
USAdvisors Wealth Management
Minnesota
$10.1M 857,028 +857,028 New
MAS
69
Madden Advisory Services
Florida
$9.97M 849,738 +16,722 +2%
GAM
70
Gemmer Asset Management
California
$9.86M 840,288 +65,328 +8%
FI
71
FormulaFolio Investments
Michigan
$9.83M 838,188 +15,024 +2%
BlackRock
72
BlackRock
New York
$9.17M 781,332 -24,390 -3%
Morgan Stanley
73
Morgan Stanley
New York
$8.25M 703,176 -194,448 -22%
Creative Planning
74
Creative Planning
Kansas
$7.49M 638,160 +188,364 +42%
SWM
75
SigFig Wealth Management
California
$7.36M 627,486 -23,760 -4%
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