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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 %
MWM
126
MinichMacGregor Wealth Management
New York
$2.82M 42,618 -111 -0.3%
SAM
127
Sawgrass Asset Management
Florida
$2.77M 41,970 – –
EVM
128
Eaton Vance Management
Massachusetts
$2.76M 41,824 -42,224 -50%
SBL
129
Sargent Bickham Lagudis
Colorado
$2.74M 41,493 +2,895 +8%
SG Americas Securities
130
SG Americas Securities
New York
$2.64M 39,999 +39,999 New
MWP
131
MYCIO Wealth Partners
Pennsylvania
$2.62M 39,719 +27,197 +217%
RJA
132
Raymond James & Associates
Florida
$2.51M 38,093 +2,744 +8%
JWA
133
JFS Wealth Advisors
Pennsylvania
$2.5M 37,951 -409 -1%
DWM
134
Destination Wealth Management
California
$2.43M 36,800 -74,889 -67%
KIA
135
KCM Investment Advisors
California
$2.43M 36,770 -6,350 -15%
CWM
136
Chesapeake Wealth Management
Virginia
$2.4M 36,383 -1,747 -5%
IA
137
IndexIQ Advisors
New York
$2.38M 36,073 -40,719 -53%
SS
138
Simplicity Solutions
Minnesota
$2.27M 34,454 +31,289 +989%
VNA
139
Valley National Advisers
Pennsylvania
$2.25M 34,029 +1,415 +4%
GAM
140
Garrison Asset Management
Arkansas
$2.2M 33,276 +85 +0.3%
CMBA
141
C.M. Bidwell & Associates
Hawaii
$2.19M 33,132 -175 -0.5%
HCMT
142
Highland Capital Management (Tennessee)
Tennessee
$2.17M 32,910 +180 +0.5%
CC
143
Callan Capital
California
$2.14M 32,386 -2,920 -8%
LJAC
144
L.J. Altfest & Co
New York
$2.11M 32,035 +7,683 +32%
PP
145
PagnatoKarp Partners
Virginia
$2.05M 31,005 +5,899 +23%
OIA
146
OneDigital Investment Advisors
Kansas
$2.03M 30,694 -111,240 -78%
LRPA
147
L. Roy Papp & Associates
Arizona
$1.98M 30,049 -11,175 -27%
AA
148
Apriem Advisors
California
$1.94M 29,341 -4,910 -14%
JPMPWA
149
J.P. Morgan Private Wealth Advisors
California
$1.93M 29,228 -339 -1%
BCM
150
Breiter Capital Management
Florida
$1.9M 28,850 -16,800 -37%
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