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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 %
AOWM
101
Alpha Omega Wealth Management
Virginia
$4.15M 62,907 +545 +0.9%
DBRC
102
D.B. Root & Company
Pennsylvania
$4.11M 62,282 +19,687 +46%
WCM
103
Whitener Capital Management
North Carolina
$3.99M 60,499 +3,564 +6%
JFG
104
JMG Financial Group
Illinois
$3.99M 60,468 +7,907 +15%
HI
105
Hudock Inc
Pennsylvania
$3.97M 60,153 +18,623 +45%
CHA
106
Carmichael Hill & Associates
Maryland
$3.78M 57,229 +2,278 +4%
BCI
107
Brinker Capital Investments
Pennsylvania
$3.76M 56,969 +526 +0.9%
BWI
108
Beacon Wealthcare Inc
North Carolina
$3.7M 56,140 +1,184 +2%
JWS
109
Juncture Wealth Strategies
Arizona
$3.69M 55,965 +3,423 +7%
Chevy Chase Trust
110
Chevy Chase Trust
Maryland
$3.56M 53,899 -6 -0%
KFA
111
Kabarec Financial Advisors
Illinois
$3.55M 53,831 -7,977 -13%
SIA
112
Starfire Investment Advisers
Michigan
$3.52M 53,295 -1,413 -3%
Commonwealth Equity Services
113
Commonwealth Equity Services
Massachusetts
$3.32M 50,309 +958 +2%
HSA
114
HBK Sorce Advisory
Pennsylvania
$3.29M 49,833 +6,132 +14%
KM
115
Kalos Management
Georgia
$3.26M 47,304 -2,487 -5%
PFM
116
Peak Financial Management
Massachusetts
$3.25M 49,171 +8,329 +20%
BCM
117
Boltwood Capital Management
California
$3.24M 49,156 +1,052 +2%
APA
118
American Portfolios Advisors
New York
$3.23M 48,951 +12,938 +36%
RJFSA
119
Raymond James Financial Services Advisors
Florida
$3.07M 46,486 +11,575 +33%
BAS
120
Brown Advisory Securities
Maryland
$3.03M 45,865 -1,815 -4%
TA
121
Trellis Advisors
Washington
$3.01M 45,596 +8,602 +23%
MPI
122
Mairs & Power Inc
Minnesota
$2.99M 45,370 – –
FG
123
Fiduciary Group
Georgia
$2.98M 45,196 -202 -0.4%
PV
124
Private Vista
Illinois
$2.98M 45,128 – –
AIM
125
AMI Investment Management
Indiana
$2.87M 43,503 +13,835 +47%
3 4
5
6 7