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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 %
Koshinski Asset Management
201
Koshinski Asset Management
Illinois
$896K -$126K -11,880 -12%
PA
202
PFG Advisors
Arizona
$882K +$23.4K +2,202 +3%
NCM
203
Northwest Capital Management
Oregon
$881K -$110K -10,308 -11%
Fidelity Investments
204
Fidelity Investments
Massachusetts
$881K -$20.9K -1,962 -2%
DP
205
Denver PWM
Colorado
$859K -$53.4K -4,836 -6%
FF
206
Friedenthal Financial
New Jersey
$852K -$21.4K -2,016 -2%
VCM
207
Versant Capital Management
Arizona
$829K +$446 +42 +0.1%
SCM
208
SOL Capital Management
Maryland
$823K +$638 +60 +0.1%
F
209
F3Logic
Minnesota
$808K +$808K +76,260 New
MWP
210
MYCIO Wealth Partners
Pennsylvania
$799K +$25.3K +2,376 +3%
KWM
211
Kingsview Wealth Management
Oregon
$790K +$98.8K +9,288 +14%
CAM
212
Carret Asset Management
New York
$789K +$243K +22,812 +44%
EWA
213
EP Wealth Advisors
California
$780K +$780K +73,410 New
RW
214
REDW Wealth
New Mexico
$776K +$264K +24,852 +52%
NHC
215
Nicholas Hoffman & Company
Georgia
$770K +$893 +84 +0.1%
ASN
216
Advisory Services Network
Georgia
$766K -$93.2K -8,760 -11%
DPI
217
Diversified Portfolios Inc
Michigan
$766K +$638 +60 +0.1%
FWP
218
FAS Wealth Partners
Kansas
$758K -$347K -32,652 -31%
CFA
219
Cahill Financial Advisors
Minnesota
$752K +$20.3K +1,908 +3%
GCA
220
Gradient Capital Advisors
California
$744K -$39.5K -3,714 -5%
PWM
221
Perigon Wealth Management
California
$742K +$253K +23,766 +52%
FNBOMD
222
First National Bank of Mount Dora
Florida
$734K – – –
PA
223
Pinnacle Associates
New York
$728K +$30K +2,820 +4%
SIC
224
Sigma Investment Counselors
Michigan
$726K -$58.8K -5,532 -7%
VCP
225
Vista Capital Partners
Oregon
$716K +$65.6K +6,162 +10%
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