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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 %
PP
76
PrairieView Partners
Minnesota
$6.18M 93,700 +4,193 +5%
SAMC
77
Spectrum Asset Management (California)
California
$6.15M 93,175 +604 +0.7%
TPW
78
Tiller Private Wealth
Pennsylvania
$6.12M 92,705 +7,873 +9%
TFF
79
The Family Firm
Maryland
$6.11M 89,831 +31,029 +53%
OA
80
Opes Advisors
California
$5.93M 89,892 +8,703 +11%
SFM
81
Signature Financial Management
Virginia
$5.57M 84,448 -2,349 -3%
AWA
82
Alaska Wealth Advisors
Alaska
$5.47M 82,839 +2,824 +4%
AF
83
Advisornet Financial
Minnesota
$5.46M 82,715 +18,587 +29%
STMM
84
South Texas Money Management
Texas
$5.11M 77,386 -11,454 -13%
SFSG
85
Stearns Financial Services Group
North Carolina
$5.09M 77,120 -3,095 -4%
SC
86
Savant Capital
Illinois
$5.02M 76,026 +3,343 +5%
WKWM
87
Walter & Keenan Wealth Management
Indiana
$4.97M 75,302 – –
Creative Planning
88
Creative Planning
Kansas
$4.95M 74,966 +18,655 +33%
FA
89
Fagan Associates
New York
$4.94M 74,855 +3,875 +5%
SP
90
Successful Portfolios
Florida
$4.73M 71,698 +4,740 +7%
IWMA
91
Ironwood Wealth Management (Arizona)
Arizona
$4.69M 71,033 +71,033 New
ACM
92
AlphaStar Capital Management
North Carolina
$4.68M 70,857 -3,758 -5%
AWMG
93
Alliance Wealth Management Group
New Jersey
$4.67M 70,705 +4,820 +7%
TCM
94
Towercrest Capital Management
Pennsylvania
$4.67M 70,705 +70,705 New
PWSG
95
Pacific Wealth Strategies Group
California
$4.66M 70,676 +7,887 +13%
RC
96
Roundview Capital
New Jersey
$4.6M 69,636 +1,437 +2%
LCC
97
Lincoln Capital Corp
Rhode Island
$4.47M 67,753 -12,723 -16%
CFMC
98
Curbstone Financial Management Corp
New Hampshire
$4.28M 64,920 +4,550 +8%
SWM
99
SeaCrest Wealth Management
New York
$4.21M 63,740 -284 -0.4%
PS
100
Portfolio Solutions
Michigan
$4.18M 63,281 -63,357 -50%
2 3
4
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