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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 Holding Trade Value Shares
Change 		Shares
Change %
SWM
101
SeaCrest Wealth Management
New York
$4.64M +$150K +12,768 +3%
CFMC
102
Curbstone Financial Management Corp
New Hampshire
$4.54M -$29.6K -2,520 -0.6%
WCM
103
Whitener Capital Management
North Carolina
$4.46M +$198K +16,878 +5%
PS
104
Portfolio Solutions
Michigan
$4.42M -$42.2K -3,588 -0.9%
CHA
105
Carmichael Hill & Associates
Maryland
$4.41M +$382K +32,550 +9%
JFG
106
JMG Financial Group
Illinois
$4.38M +$126K +10,770 +3%
BAM
107
Belpointe Asset Management
Nevada
$4.27M +$3.54M +302,100 +486%
AOWM
108
Alpha Omega Wealth Management
Virginia
$4.27M -$158K -13,476 -4%
JFA
109
JNBA Financial Advisors
Minnesota
$4.27M +$4.27M +363,966 New
BCM
110
Boltwood Capital Management
California
$4.15M +$687K +58,548 +20%
BWI
111
Beacon Wealthcare Inc
North Carolina
$4.06M +$106K +9,060 +3%
JWS
112
Juncture Wealth Strategies
Arizona
$4.03M +$89.7K +7,644 +2%
PAG
113
Private Advisor Group
New Jersey
$3.94M +$2.85M +242,934 +263%
RJFSA
114
Raymond James Financial Services Advisors
Florida
$3.91M +$634K +54,012 +19%
BCI
115
Brinker Capital Investments
Pennsylvania
$3.9M -$109K -9,276 -3%
Chevy Chase Trust
116
Chevy Chase Trust
Maryland
$3.79M – – –
FSA
117
Financial Services Advisory
Maryland
$3.65M +$2.42M +206,454 +197%
SIA
118
Starfire Investment Advisers
Michigan
$3.65M -$103K -8,808 -3%
PFM
119
Peak Financial Management
Massachusetts
$3.6M +$141K +12,000 +4%
HSA
120
HBK Sorce Advisory
Pennsylvania
$3.6M +$89.4K +7,620 +3%
APA
121
American Portfolios Advisors
New York
$3.51M +$61.5K +5,238 +2%
Commonwealth Equity Services
122
Commonwealth Equity Services
Massachusetts
$3.5M -$38.1K -3,246 -1%
BAS
123
Brown Advisory Securities
Maryland
$3.23M – – –
HI
124
Hudock Inc
Pennsylvania
$3.22M -$1.01M -86,118 -24%
FG
125
Fiduciary Group
Georgia
$3.22M +$35.1K +2,988 +1%
3 4
5
6 7