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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 Holding Trade Value Shares
Change 		Shares
Change %
FI
76
FormulaFolio Investments
Michigan
$5.91M +$426K +40,044 +8%
PP
77
PrairieView Partners
Minnesota
$5.71M -$71.4K -6,714 -1%
STMM
78
South Texas Money Management
Texas
$5.67M -$1.32M -124,110 -19%
SFM
79
Signature Financial Management
Virginia
$5.53M +$2.42M +227,394 +78%
HCM
80
Hengehold Capital Management
Ohio
$5.43M +$206K +19,416 +4%
TPW
81
Tiller Private Wealth
Pennsylvania
$5.41M +$488K +45,924 +10%
EVM
82
Eaton Vance Management
Massachusetts
$5.36M +$2.94M +276,444 +121%
OA
83
Opes Advisors
California
$5.18M +$218K +20,550 +4%
LCC
84
Lincoln Capital Corp
Rhode Island
$5.13M +$137K +12,924 +3%
SFSG
85
Stearns Financial Services Group
North Carolina
$5.12M -$391K -36,798 -7%
AWA
86
Alaska Wealth Advisors
Alaska
$5.1M -$288K -27,114 -5%
IA
87
IndexIQ Advisors
New York
$4.9M -$73.7K -6,930 -1%
WKWM
88
Walter & Keenan Wealth Management
Indiana
$4.8M +$12.9K +1,212 +0.3%
ACM
89
AlphaStar Capital Management
North Carolina
$4.76M +$436K +40,998 +10%
SC
90
Savant Capital
Illinois
$4.64M +$86K +8,094 +2%
TP
91
Truvvo Partners
New York
$4.61M – – –
Susquehanna International Group
92
Susquehanna International Group
Pennsylvania
$4.35M +$142K +13,320 +3%
RC
93
Roundview Capital
New Jersey
$4.35M +$169K +15,918 +4%
SP
94
Successful Portfolios
Florida
$4.27M +$229K +21,546 +6%
AWMG
95
Alliance Wealth Management Group
New Jersey
$4.2M +$278K +26,148 +7%
AF
96
Advisornet Financial
Minnesota
$4.09M +$1.86M +175,188 +84%
SWM
97
SeaCrest Wealth Management
New York
$4.08M +$218K +20,508 +6%
PWSG
98
Pacific Wealth Strategies Group
California
$4.01M +$821K +77,202 +26%
AOWM
99
Alpha Omega Wealth Management
Virginia
$3.98M -$191K -17,940 -5%
KFA
100
Kabarec Financial Advisors
Illinois
$3.94M +$423K +39,744 +12%
2 3
4
5 6