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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 %
RMC
76
Regis Management Company
California
$7.27M 619,872 +26,706 +5%
MWM
77
Meridian Wealth Management
Kentucky
$6.81M 580,326 -20,490 -3%
OA
78
Opes Advisors
California
$6.72M 572,478 +33,126 +6%
SCA
79
Strategic Capital Advisers
Colorado
$6.68M 569,724 -420 -0.1%
TPW
80
Tiller Private Wealth
Pennsylvania
$6.52M 556,008 -222 -0%
TFF
81
The Family Firm
Maryland
$6.46M 539,088 +102 +0%
GA
82
Gateway Advisory
New Jersey
$6.38M 543,444 -21,804 -4%
PP
83
PrairieView Partners
Minnesota
$6.31M 537,942 -24,258 -4%
SAMC
84
Spectrum Asset Management (California)
California
$6.3M 537,138 -21,912 -4%
AWA
85
Alaska Wealth Advisors
Alaska
$6.11M 520,464 +23,430 +5%
AWMG
86
Alliance Wealth Management Group
New Jersey
$5.93M 505,488 +81,258 +19%
TCM
87
Towercrest Capital Management
Pennsylvania
$5.93M 505,488 +81,258 +19%
Citadel Advisors
88
Citadel Advisors
Florida
$5.89M 501,882 +364,326 +265%
DBRC
89
D.B. Root & Company
Pennsylvania
$5.66M 482,748 +109,056 +29%
AF
90
Advisornet Financial
Minnesota
$5.61M 478,392 -17,898 -4%
SFM
91
Signature Financial Management
Virginia
$5.52M 470,280 -36,408 -7%
ACM
92
AlphaStar Capital Management
North Carolina
$5.49M 468,006 +42,864 +10%
FA
93
Fagan Associates
New York
$5.47M 466,326 +17,196 +4%
RC
94
Roundview Capital
New Jersey
$5.37M 458,082 +40,266 +10%
SC
95
Savant Capital
Illinois
$5.35M 456,330 +174 +0%
SFSG
96
Stearns Financial Services Group
North Carolina
$5.31M 452,940 -9,780 -2%
PWSG
97
Pacific Wealth Strategies Group
California
$5.31M 452,460 +28,404 +7%
SP
98
Successful Portfolios
Florida
$5.08M 433,398 +3,210 +0.7%
IWMA
99
Ironwood Wealth Management (Arizona)
Arizona
$5.06M 431,088 +4,890 +1%
LCC
100
Lincoln Capital Corp
Rhode Island
$4.92M 419,112 +12,594 +3%
2 3
4
5 6