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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.

New
Increased
Maintained
Reduced
Closed
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
Envestnet Asset Management
Illinois
$27.9M
2
Ameriprise
Ameriprise
Minnesota
$86M
3
A
AdvicePeriod
California
$13.5M
4
DW
Domani Wealth
Pennsylvania
$20.3M
5
UWM
USAdvisors Wealth Management
Minnesota
$10.1M

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
$933M
2
FPCG
Fort Pitt Capital Group
Pennsylvania
$24.2M
3
W
Wealthfront
California
$617M
4
Wells Fargo
Wells Fargo
California
$17.6M
5
UBS Group
UBS Group
Switzerland
$114M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPI
126
Mairs & Power Inc
Minnesota
$3.19M – – –
PV
127
Private Vista
Illinois
$3.18M +$915 +78 +0%
TA
128
Trellis Advisors
Washington
$3.18M -$34K -2,898 -1%
SBL
129
Sargent Bickham Lagudis
Colorado
$3.15M +$231K +19,722 +8%
SAM
130
Sawgrass Asset Management
Florida
$3.06M +$100K +8,550 +3%
MWM
131
MinichMacGregor Wealth Management
New York
$3.01M +$7.4K +630 +0.2%
SG Americas Securities
132
SG Americas Securities
New York
$2.97M +$159K +13,548 +6%
AIM
133
AMI Investment Management
Indiana
$2.96M -$101K -8,628 -3%
SS
134
Simplicity Solutions
Minnesota
$2.87M +$440K +37,482 +18%
AG
135
Advisor Group
Arizona
$2.82M +$1.09M +93,132 +63%
MWP
136
MYCIO Wealth Partners
Pennsylvania
$2.81M +$16.3K +1,386 +0.6%
JWA
137
JFS Wealth Advisors
Pennsylvania
$2.74M +$66K +5,628 +2%
CWM
138
Chesapeake Wealth Management
Virginia
$2.7M +$139K +11,832 +5%
EVM
139
Eaton Vance Management
Massachusetts
$2.7M -$244K -20,844 -8%
ADL
140
Asset Dedication LLC
California
$2.7M -$4.66M -397,332 -63%
VNA
141
Valley National Advisers
Pennsylvania
$2.66M +$269K +22,938 +11%
KIA
142
KCM Investment Advisors
California
$2.58M -$6.55K -558 -0.3%
DWM
143
Destination Wealth Management
California
$2.5M -$91.4K -7,788 -4%
RJA
144
Raymond James & Associates
Florida
$2.47M -$210K -17,862 -8%
CMBA
145
C.M. Bidwell & Associates
Hawaii
$2.41M +$81.9K +6,978 +4%
HCMT
146
Highland Capital Management (Tennessee)
Tennessee
$2.31M -$4.93K -420 -0.2%
JPMPWA
147
J.P. Morgan Private Wealth Advisors
California
$2.28M +$225K +19,164 +11%
PMG
148
ProVise Management Group
Florida
$2.28M +$127K +10,842 +6%
LJAC
149
L.J. Altfest & Co
New York
$2.26M +$6.33K +540 +0.3%
OIA
150
OneDigital Investment Advisors
Kansas
$2.18M +$22.2K +1,896 +1%
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