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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 %
AF
201
Allworth Financial
California
$1.06M 16,090 +418 +3%
V
202
Veritable
Delaware
$1.03M 15,647 +923 +6%
IF
203
Ironwood Financial
Arizona
$1.02M 15,466 +695 +5%
PAG
204
Private Advisor Group
New Jersey
$1.02M 15,415 -26,528 -63%
Ameriprise
205
Ameriprise
Minnesota
$1.01M 15,244 +1,087 +8%
MA
206
Mutual Advisors
Nebraska
$1.01M 15,232 +635 +4%
HCM
207
Hollencrest Capital Management
California
$987K 14,968 -3,924 -21%
TYCC
208
Texas Yale Capital Corp
Florida
$983K 14,904 – –
BIA
209
Bigelow Investment Advisors
Maine
$968K 14,675 -51 -0.3%
CIC
210
Carnegie Investment Counsel
Ohio
$930K 13,647 +8,017 +142%
NCM
211
Northwest Capital Management
Oregon
$910K 13,786 -30 -0.2%
PA
212
PFG Advisors
Arizona
$907K 13,751 -77 -0.6%
Carson Wealth (CWM LLC)
213
Carson Wealth (CWM LLC)
Nebraska
$898K 13,614 +8,682 +176%
Koshinski Asset Management
214
Koshinski Asset Management
Illinois
$885K 13,414 -628 -4%
Northwestern Mutual Wealth Management
215
Northwestern Mutual Wealth Management
Wisconsin
$883K 13,376 -3,442 -20%
GCA
216
Gradient Capital Advisors
California
$882K 13,364 +1,697 +15%
SCM
217
SOL Capital Management
Maryland
$872K 13,219 +313 +2%
CAM
218
Carret Asset Management
New York
$851K 12,903 +538 +4%
PCA
219
Personal Capital Advisors
California
$848K 12,857 -14,791 -53%
VCM
220
Versant Capital Management
Arizona
$847K 12,840 -164 -1%
FWP
221
FAS Wealth Partners
Kansas
$833K 12,623 +734 +6%
KWM
222
Kingsview Wealth Management
Oregon
$817K 12,377 -7 -0.1%
FWM
223
Frontier Wealth Management
Missouri
$810K 12,281 +1,330 +12%
RW
224
REDW Wealth
New Mexico
$803K 12,171 +7 +0.1%
A
225
AdvicePeriod
California
$803K 12,169 +12,169 New
7 8
9
10 11