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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 %
WPIC
151
White Pine Investment Company
Michigan
$1.86M 28,225 +3,386 +14%
BJL
152
Brighton Jones LLC
Washington
$1.84M 27,809 +6,664 +32%
KF
153
Krilogy Financial
Missouri
$1.8M 27,325 -333 -1%
WF
154
WealthTrust Fairport
Ohio
$1.79M 27,106 +1,359 +5%
NGA
155
Naples Global Advisors
Florida
$1.71M 25,955 +1,328 +5%
BWL
156
Bogart Wealth LLC
Virginia
$1.7M 25,814 +1,841 +8%
AG
157
Advisor Group
Arizona
$1.62M 24,491 -21,060 -46%
LPIC
158
LeJeune Puetz Investment Counsel
Michigan
$1.61M 24,412 +1,000 +4%
AC
159
Addison Capital
Pennsylvania
$1.6M 24,168 +525 +2%
JIC
160
Johnson Investment Counsel
Ohio
$1.6M 24,181 +1,079 +5%
HCA
161
Horan Capital Advisors
Ohio
$1.59M 24,141 +2,955 +14%
BL
162
BCWM LLC
Kansas
$1.59M 24,125 -5,116 -17%
MIAN
163
Mariner Independent Advisor Network
Kansas
$1.58M 23,940 -2,894 -11%
PFA
164
Pinnacle Family Advisors
Missouri
$1.55M 23,437 +13,013 +125%
VA
165
Valmark Advisers
Ohio
$1.52M 22,962 +1,848 +9%
Citadel Advisors
166
Citadel Advisors
Florida
$1.51M 22,926 +22,926 New
SMC
167
Smith, Moore & Co
Missouri
$1.49M 22,613 -944 -4%
CA
168
Cambridge Advisors
Nebraska
$1.46M 22,133 +227 +1%
TF
169
TIAA FSB
Florida
$1.45M 21,983 -800 -4%
AMG
170
Asset Management Group
Connecticut
$1.44M 21,816 -310 -1%
SSWM
171
Sheets Smith Wealth Management
North Carolina
$1.43M 21,708 -27 -0.1%
EA
172
Edge Advisors
Georgia
$1.43M 21,631 – –
PFC
173
Phocas Financial Corp
California
– – – –
PC
174
Palo Capital
California
$1.38M 20,876 +562 +3%
SCA
175
STALEY CAPITAL ADVISERS
Pennsylvania
$1.37M 20,806 -485 -2%
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