SCHB icon

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 %
ODCM
176
Old Dominion Capital Management
Virginia
$1.37M 20,749 +735 +4%
LIM
177
Leavell Investment Management
Alabama
$1.37M 20,695 +3,107 +18%
RWM
178
RKL Wealth Management
Pennsylvania
$1.34M 20,168 +10,493 +108%
SGCA
179
Steel Grove Capital Advisors
Tennessee
$1.31M 19,804 +1,128 +6%
SBA
180
Secrest Blakey & Associates
North Carolina
$1.31M 19,789 +1,136 +6%
SA
181
SRH Advisors
Kansas
$1.3M 19,763 +1,598 +9%
SBH
182
Segall Bryant & Hamill
Illinois
$1.29M 19,509 +14,587 +296%
BSW
183
Buckingham Strategic Wealth
Missouri
$1.28M 19,405 +3,286 +20%
NCM
184
Novare Capital Management
North Carolina
$1.26M 19,105 -4,442 -19%
CFA
185
Capstone Financial Advisors
Illinois
$1.23M 18,585 – –
AWA
186
Acorn Wealth Advisors
Michigan
$1.23M 18,523 +100 +0.5%
GIP
187
Granite Investment Partners
California
$1.21M 17,703 – –
MWAC
188
Mariner Wealth Advisors (Cincinnati)
Ohio
$1.21M 18,337 +2,168 +13%
LCM
189
Liberty Capital Management
Michigan
$1.2M 18,183 +2,039 +13%
Fidelity Investments
190
Fidelity Investments
Massachusetts
$1.19M 18,078 +4,270 +31%
CWS
191
Cypress Wealth Services
California
$1.17M 17,792 +620 +4%
WCM
192
Weik Capital Management
Pennsylvania
$1.16M 17,509 +1,335 +8%
FSA
193
Financial Services Advisory
Maryland
$1.15M 17,428 +17,428 New
AA
194
Ancora Advisors
Ohio
$1.14M 17,330 -1,082 -6%
DSN
195
D. Scott Neal
Kentucky
$1.13M 17,154 -726 -4%
BWP
196
BSW Wealth Partners
Colorado
$1.13M 17,127 -687 -4%
SIAS
197
Shine Investment Advisory Services
Colorado
$1.13M 17,099 +299 +2%
FIM
198
Frontier Investment Management
Texas
$1.07M 16,276 +11,614 +249%
ASN
199
Advisory Services Network
Georgia
$1.07M 15,511 +3,510 +29%
AWS
200
AJ Wealth Strategies
New York
$1.07M 16,157 +6,308 +64%
6 7
8
9 10