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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 %
WF
151
WealthTrust Fairport
Ohio
$1.64M +$54K +5,082 +3%
PP
152
PagnatoKarp Partners
Virginia
$1.6M -$493K -46,350 -24%
WPIC
153
White Pine Investment Company
Michigan
$1.58M +$151K +14,250 +11%
NGA
154
Naples Global Advisors
Florida
$1.57M +$50.7K +4,770 +3%
LJAC
155
L.J. Altfest & Co
New York
$1.55M +$1.3M +122,682 +524%
BWL
156
Bogart Wealth LLC
Virginia
$1.54M +$473K +44,154 +44%
AC
157
Addison Capital
Pennsylvania
$1.51M +$177K +16,686 +13%
SMC
158
Smith, Moore & Co
Missouri
$1.5M -$24.4K -2,298 -2%
NCM
159
Novare Capital Management
North Carolina
$1.5M +$209K +19,632 +16%
LPIC
160
LeJeune Puetz Investment Counsel
Michigan
$1.49M +$201K +18,918 +16%
JIC
161
Johnson Investment Counsel
Ohio
$1.47M +$591K +55,572 +67%
TF
162
TIAA FSB
Florida
$1.45M -$4.72K -444 -0.3%
AMG
163
Asset Management Group
Connecticut
$1.41M +$20.9K +1,962 +2%
CA
164
Cambridge Advisors
Nebraska
$1.4M +$401K +37,728 +40%
SSWM
165
Sheets Smith Wealth Management
North Carolina
$1.39M -$8.29K -780 -0.6%
EA
166
Edge Advisors
Georgia
$1.38M +$9.95K +936 +0.7%
SCA
167
STALEY CAPITAL ADVISERS
Pennsylvania
$1.36M -$29.1K -2,736 -2%
HCA
168
Horan Capital Advisors
Ohio
$1.35M +$136K +12,768 +11%
PFC
169
Phocas Financial Corp
California
$1.35M -$1.37M -126,960 Closed
BJL
170
Brighton Jones LLC
Washington
$1.35M +$24.4K +2,298 +2%
VA
171
Valmark Advisers
Ohio
$1.35M +$128K +12,078 +11%
PC
172
Palo Capital
California
$1.3M +$1.3M +121,884 New
ODCM
173
Old Dominion Capital Management
Virginia
$1.28M +$207K +19,482 +19%
BAM
174
Belpointe Asset Management
Nevada
$1.21M -$1.4M -131,640 -54%
HCM
175
Hollencrest Capital Management
California
$1.21M -$11.7K -1,098 -1%
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