SCHB icon

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.

New
Increased
Maintained
Reduced
Closed
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
Wealthfront
California
$588M
2
Betterment LLC
Betterment LLC
New York
$190M
3
BFG
Bouchey Financial Group
New York
$41.6M
4
DWM
Destination Wealth Management
California
$12.5M
5
OIA
OneDigital Investment Advisors
Kansas
$9.05M

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
$845M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$54.1M
3
S
Schroders
United Kingdom
$0
4
PCA
Personal Capital Advisors
California
$1.76M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$37.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
126
Private Advisor Group
New Jersey
$2.68M +$1.35M +127,152 +102%
HI
127
Hudock Inc
Pennsylvania
$2.65M +$2.19M +206,118 +479%
LRPA
128
L. Roy Papp & Associates
Arizona
$2.63M -$534K -50,208 -17%
PFM
129
Peak Financial Management
Massachusetts
$2.61M -$2.4M -225,924 -48%
SBL
130
Sargent Bickham Lagudis
Colorado
$2.46M -$3.25M -305,346 -57%
JWA
131
JFS Wealth Advisors
Pennsylvania
$2.45M +$538K +50,616 +28%
CWM
132
Chesapeake Wealth Management
Virginia
$2.43M +$2.43M +228,780 New
TA
133
Trellis Advisors
Washington
$2.36M -$78.2K -7,356 -3%
APA
134
American Portfolios Advisors
New York
$2.3M +$269K +25,260 +13%
RJA
135
Raymond James & Associates
Florida
$2.26M -$60.3K -5,670 -3%
CC
136
Callan Capital
California
$2.25M -$91K -8,562 -4%
RJFSA
137
Raymond James Financial Services Advisors
Florida
$2.23M +$151K +14,160 +7%
AA
138
Apriem Advisors
California
$2.19M -$322K -30,282 -13%
CMBA
139
C.M. Bidwell & Associates
Hawaii
$2.13M -$67.8K -6,378 -3%
GAM
140
Garrison Asset Management
Arkansas
$2.12M +$415K +39,042 +24%
HCMT
141
Highland Capital Management (Tennessee)
Tennessee
$2.09M +$60.1K +5,652 +3%
VNA
142
Valley National Advisers
Pennsylvania
$2.08M +$118K +11,070 +6%
TRCT
143
Tower Research Capital (TRC)
New York
$2.07M +$2.07M +194,754 New
AIM
144
AMI Investment Management
Indiana
$1.89M +$156K +14,682 +9%
JPMPWA
145
J.P. Morgan Private Wealth Advisors
California
$1.89M +$7.59K +714 +0.4%
BL
146
BCWM LLC
Kansas
$1.87M -$287K -27,036 -13%
PMG
147
ProVise Management Group
Florida
$1.82M +$39.5K +3,714 +2%
PCA
148
Personal Capital Advisors
California
$1.76M -$23M -2,167,368 -93%
KF
149
Krilogy Financial
Missouri
$1.76M +$65.5K +6,162 +4%
MIAN
150
Mariner Independent Advisor Network
Kansas
$1.71M +$92.6K +8,712 +6%
4 5
6
7 8