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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 %
CFMC
101
Curbstone Financial Management Corp
New Hampshire
$3.85M +$1.96M +184,560 +104%
TFF
102
The Family Firm
Maryland
$3.75M +$428K +40,230 +13%
WCM
103
Whitener Capital Management
North Carolina
$3.63M +$225K +21,174 +7%
BCI
104
Brinker Capital Investments
Pennsylvania
$3.6M +$33K +3,102 +0.9%
Creative Planning
105
Creative Planning
Kansas
$3.59M +$340K +31,974 +10%
BWI
106
Beacon Wealthcare Inc
North Carolina
$3.51M -$345K -32,472 -9%
CHA
107
Carmichael Hill & Associates
Maryland
$3.51M +$138K +12,936 +4%
SIA
108
Starfire Investment Advisers
Michigan
$3.49M +$3.49M +328,248 New
Chevy Chase Trust
109
Chevy Chase Trust
Maryland
$3.44M -$536K -50,394 -13%
JFG
110
JMG Financial Group
Illinois
$3.35M +$30.1K +2,832 +0.9%
JWS
111
Juncture Wealth Strategies
Arizona
$3.35M -$101K -9,540 -3%
KM
112
Kalos Management
Georgia
$3.29M -$479K -43,530 -13%
Commonwealth Equity Services
113
Commonwealth Equity Services
Massachusetts
$3.15M +$469K +44,136 +18%
BCM
114
Boltwood Capital Management
California
$3.07M +$215K +20,232 +8%
BAS
115
Brown Advisory Securities
Maryland
$3.04M – – –
BCM
116
Breiter Capital Management
Florida
$2.91M +$184K +17,286 +7%
AG
117
Advisor Group
Arizona
$2.91M +$1.18M +111,066 +68%
FG
118
Fiduciary Group
Georgia
$2.9M +$31.7K +2,982 +1%
MPI
119
Mairs & Power Inc
Minnesota
$2.89M – – –
PV
120
Private Vista
Illinois
$2.88M +$2.88M +270,768 New
HSA
121
HBK Sorce Advisory
Pennsylvania
$2.79M +$1M +94,518 +56%
KIA
122
KCM Investment Advisors
California
$2.75M +$697K +65,556 +34%
MWM
123
MinichMacGregor Wealth Management
New York
$2.73M -$359K -33,732 -12%
DBRC
124
D.B. Root & Company
Pennsylvania
$2.72M +$628K +59,052 +30%
SAM
125
Sawgrass Asset Management
Florida
$2.68M – – –
3 4
5
6 7