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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
+$19.2M
3
A
AdvicePeriod
California
+$12.6M
4
DW
Domani Wealth
Pennsylvania
+$12.2M
5
UWM
USAdvisors Wealth Management
Minnesota
+$10.1M

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
-$23.6M
2
FPCG
Fort Pitt Capital Group
Pennsylvania
-$19M
3
W
Wealthfront
California
-$16.4M
4
Wells Fargo
Wells Fargo
California
-$13.3M
5
UBS Group
UBS Group
Switzerland
-$8.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
151
PagnatoKarp Partners
Virginia
$2.17M -$17.6K -1,500 -0.8%
CC
152
Callan Capital
California
$2.14M -$135K -11,544 -6%
GAM
153
Garrison Asset Management
Arkansas
$2.14M -$202K -17,214 -9%
BWL
154
Bogart Wealth LLC
Virginia
$2.12M +$306K +26,070 +17%
AI
155
Atria Investments
North Carolina
$2.12M +$1.63M +138,654 +332%
AA
156
Apriem Advisors
California
$2.08M +$15.3K +1,308 +0.7%
LRPA
157
L. Roy Papp & Associates
Arizona
$2.04M -$76.2K -6,492 -4%
WPIC
158
White Pine Investment Company
Michigan
$2.04M +$48.4K +4,128 +2%
JIC
159
Johnson Investment Counsel
Ohio
$2M +$303K +25,866 +18%
BJL
160
Brighton Jones LLC
Washington
$1.98M +$17K +1,452 +0.9%
WF
161
WealthTrust Fairport
Ohio
$1.97M +$60.2K +5,136 +3%
Koshinski Asset Management
162
Koshinski Asset Management
Illinois
$1.97M +$1.02M +87,108 +108%
NGA
163
Naples Global Advisors
Florida
$1.88M +$48.2K +4,110 +3%
CG
164
CFO4Life Group
Texas
$1.87M +$1.87M +159,000 New
KF
165
Krilogy Financial
Missouri
$1.85M -$76.2K -6,492 -4%
RWM
166
RKL Wealth Management
Pennsylvania
$1.79M +$368K +31,380 +26%
LPIC
167
LeJeune Puetz Investment Counsel
Michigan
$1.76M +$37.5K +3,198 +2%
HCA
168
Horan Capital Advisors
Ohio
$1.74M +$44.8K +3,822 +3%
SA
169
SRH Advisors
Kansas
$1.74M +$346K +29,484 +25%
MIAN
170
Mariner Independent Advisor Network
Kansas
$1.7M +$17.9K +1,530 +1%
VA
171
Valmark Advisers
Ohio
$1.7M +$84.7K +7,218 +5%
AC
172
Addison Capital
Pennsylvania
$1.7M -$1.41K -120 -0.1%
BCM
173
Breiter Capital Management
Florida
$1.7M -$333K -28,350 -16%
AWS
174
AJ Wealth Strategies
New York
$1.69M +$553K +47,094 +49%
LIM
175
Leavell Investment Management
Alabama
$1.63M +$174K +14,826 +12%
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