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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
$86M
3
A
AdvicePeriod
California
$13.5M
4
DW
Domani Wealth
Pennsylvania
$20.3M
5
UWM
USAdvisors Wealth Management
Minnesota
$10.1M

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
$933M
2
FPCG
Fort Pitt Capital Group
Pennsylvania
$24.2M
3
W
Wealthfront
California
$617M
4
Wells Fargo
Wells Fargo
California
$17.6M
5
UBS Group
UBS Group
Switzerland
$114M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
176
Cambridge Advisors
Nebraska
$1.61M +$46.7K +3,978 +3%
PC
177
Palo Capital
California
$1.59M +$118K +10,068 +8%
SMC
178
Smith, Moore & Co
Missouri
$1.57M -$19.7K -1,680 -1%
TF
179
TIAA FSB
Florida
$1.57M +$21.3K +1,812 +1%
AMG
180
Asset Management Group
Connecticut
$1.55M +$9.36K +798 +0.6%
SSWM
181
Sheets Smith Wealth Management
North Carolina
$1.5M -$27.9K -2,382 -2%
Millennium Management
182
Millennium Management
New York
$1.5M +$870K +74,166 +139%
LCM
183
Liberty Capital Management
Michigan
$1.49M +$212K +18,072 +17%
SGCA
184
Steel Grove Capital Advisors
Tennessee
$1.43M +$35.4K +3,018 +3%
PFC
185
Phocas Financial Corp
California
$1.43M -$1.4M – –
SCA
186
STALEY CAPITAL ADVISERS
Pennsylvania
$1.41M -$56.3K -4,800 -4%
SBA
187
Secrest Blakey & Associates
North Carolina
$1.4M +$7.18K +612 +0.5%
CWS
188
Cypress Wealth Services
California
$1.39M +$135K +11,520 +11%
SBH
189
Segall Bryant & Hamill
Illinois
$1.37M +$70 +6 +0%
NCM
190
Novare Capital Management
North Carolina
$1.37M +$21.3K +1,812 +2%
ODCM
191
Old Dominion Capital Management
Virginia
$1.36M -$98K -8,358 -7%
AWA
192
Acorn Wealth Advisors
Michigan
$1.34M +$116K +10,614 +10%
Fidelity Investments
193
Fidelity Investments
Massachusetts
$1.31M +$36.9K +3,144 +3%
CFA
194
Capstone Financial Advisors
Illinois
$1.31M -$2.39K -204 -0.2%
Carson Wealth (CWM LLC)
195
Carson Wealth (CWM LLC)
Nebraska
$1.29M +$333K +28,392 +35%
SGAM
196
Steinberg Global Asset Management
Florida
$1.27M +$1.04M +88,812 +461%
IF
197
Ironwood Financial
Arizona
$1.26M +$176K +14,982 +16%
ASN
198
Advisory Services Network
Georgia
$1.26M +$168K +14,286 +15%
MWAC
199
Mariner Wealth Advisors (Cincinnati)
Ohio
$1.24M -$49.1K -4,182 -4%
SFS
200
Sowell Financial Services
Arkansas
$1.22M +$1.22M +120,894 New
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