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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 %
AWA
176
Acorn Wealth Advisors
Michigan
$1.19M +$48K +4,452 +4%
SGCA
177
Steel Grove Capital Advisors
Tennessee
$1.19M +$15.4K +1,446 +1%
SBA
178
Secrest Blakey & Associates
North Carolina
$1.19M -$90.3K -8,490 -7%
CFA
179
Capstone Financial Advisors
Illinois
$1.19M +$191 +18 +0%
AA
180
Ancora Advisors
Ohio
$1.17M +$81.1K +7,632 +7%
SA
181
SRH Advisors
Kansas
$1.16M +$4.85K +456 +0.4%
DSN
182
D. Scott Neal
Kentucky
$1.14M -$2.36K -222 -0.2%
GIP
183
Granite Investment Partners
California
$1.14M -$12.8K -1,200 -1%
BWP
184
BSW Wealth Partners
Colorado
$1.14M -$107K -10,110 -9%
LIM
185
Leavell Investment Management
Alabama
$1.12M +$163K +15,366 +17%
PP
186
Pegasus Partners
Wisconsin
$1.1M -$191K -18,000 -15%
CWS
187
Cypress Wealth Services
California
$1.1M +$150K +14,124 +16%
Northwestern Mutual Wealth Management
188
Northwestern Mutual Wealth Management
Wisconsin
$1.07M -$129K -12,120 -11%
SIAS
189
Shine Investment Advisory Services
Colorado
$1.07M +$62.5K +5,880 +6%
WCM
190
Weik Capital Management
Pennsylvania
$1.03M -$508K -47,796 -33%
MWAC
191
Mariner Wealth Advisors (Cincinnati)
Ohio
$1.03M -$11K -1,038 -1%
LCM
192
Liberty Capital Management
Michigan
$1.03M -$9.25K -870 -0.9%
BSW
193
Buckingham Strategic Wealth
Missouri
$1.03M +$14.6K +1,374 +1%
AF
194
Allworth Financial
California
$1M +$15.7K +1,476 +2%
TYCC
195
Texas Yale Capital Corp
Florida
$951K – – –
IF
196
Ironwood Financial
Arizona
$942K +$88.5K +8,322 +10%
BIA
197
Bigelow Investment Advisors
Maine
$939K -$30.5K -2,868 -3%
V
198
Veritable
Delaware
$939K +$191 +18 +0%
MA
199
Mutual Advisors
Nebraska
$931K +$55.3K +5,202 +6%
Ameriprise
200
Ameriprise
Minnesota
$903K -$119K -11,226 -12%
6 7
8
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