SCHB icon

Schwab US Broad Market ETF

432 hedge funds and large institutions have $4.24B invested in Schwab US Broad Market ETF in 2017 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 190 increasing their positions, 95 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
432
Holders Change
+76
Holders Change %
+21.35%
% of All Funds
9.81%
Holding in Top 10
61
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+19.61%
% of All Funds
1.39%
New
93
Increased
190
Reduced
95
Closed
14
Calls
$1.07M
Puts
$219K
Net Calls
+$850K
Net Calls Change
-$673K
Name Holding Trade Value Shares
Change
Shares
Change %
HCA
176
Horan Capital Advisors
Ohio
$1.23M +$140K +13,044 +13%
HCM
177
Hollencrest Capital Management
California
$1.23M +$771K +71,778 +168%
GIP
178
Granite Investment Partners
California
$1.23M +$180K +15,708 +17%
CPP
179
Crow Point Partners
Massachusetts
$1.22M +$467K +43,266 +62%
Northwestern Mutual Wealth Management
180
Northwestern Mutual Wealth Management
Wisconsin
$1.22M +$657K +61,158 +118%
CFA
181
Capstone Financial Advisors
Illinois
$1.2M -$5.68K -528 -0.5%
SGCA
182
Steel Grove Capital Advisors
Tennessee
$1.19M +$2.26K +210 +0.2%
SA
183
SRH Advisors
Kansas
$1.17M +$271K +25,194 +30%
AWA
184
Acorn Wealth Advisors
Michigan
$1.17M +$1.17M +106,086 New
DSN
185
D. Scott Neal
Kentucky
$1.16M +$1.15M +107,250 +42,560%
FWP
186
FAS Wealth Partners
Kansas
$1.12M +$3.48K +324 +0.3%
AA
187
Ancora Advisors
Ohio
$1.11M +$12.6K +1,176 +1%
LCM
188
Liberty Capital Management
Michigan
$1.09M -$94.2K -8,418 -8%
ODCM
189
Old Dominion Capital Management
Virginia
$1.08M +$119K +11,076 +12%
BWL
190
Bogart Wealth LLC
Virginia
$1.07M +$101K +9,426 +10%
WAAG
191
Wealth Alliance Advisory Group
Kansas
$1.07M +$1.07M +99,384 New
MWAC
192
Mariner Wealth Advisors (Cincinnati)
Ohio
$1.05M +$20.7K +1,926 +2%
Ameriprise
193
Ameriprise
Minnesota
$1.03M -$343K -31,866 -25%
Koshinski Asset Management
194
Koshinski Asset Management
Illinois
$1.03M +$729K +67,788 +239%
BSW
195
Buckingham Strategic Wealth
Missouri
$1.03M -$57.5K -5,352 -5%
HA
196
Hays Advisory
Tennessee
$1.02M +$1.02M +95,088 New
SIAS
197
Shine Investment Advisory Services
Colorado
$1.02M +$19.3K +1,794 +2%
CA
198
Cambridge Advisors
Nebraska
$1.01M +$68.4K +6,360 +7%
NCM
199
Northwest Capital Management
Oregon
$1M +$1M +93,204 New
AF
200
Allworth Financial
California
$995K +$51.3K +4,770 +5%