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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
+$19.2M
3
A
AdvicePeriod
California
+$12.6M
4
DW
Domani Wealth
Pennsylvania
+$12.2M
5
UWM
USAdvisors Wealth Management
Minnesota
+$10.1M

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
-$23.6M
2
FPCG
Fort Pitt Capital Group
Pennsylvania
-$19M
3
W
Wealthfront
California
-$16.4M
4
Wells Fargo
Wells Fargo
California
-$13.3M
5
UBS Group
UBS Group
Switzerland
-$8.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
BSW
201
Buckingham Strategic Wealth
Missouri
$1.19M -$177K -15,060 -13%
BWP
202
BSW Wealth Partners
Colorado
$1.18M -$23.7K -2,016 -2%
AA
203
Ancora Advisors
Ohio
$1.17M -$46.2K -3,942 -4%
DSN
204
D. Scott Neal
Kentucky
$1.17M -$34K -2,898 -3%
SIAS
205
Shine Investment Advisory Services
Colorado
$1.17M -$36.9K -3,144 -3%
BIA
206
Bigelow Investment Advisors
Maine
$1.16M +$129K +10,992 +12%
GIP
207
Granite Investment Partners
California
$1.15M – – –
AF
208
Allworth Financial
California
$1.13M -$2.25K -192 -0.2%
V
209
Veritable
Delaware
$1.1M +$282 +24 +0%
MA
210
Mutual Advisors
Nebraska
$1.09M +$14K +1,194 +1%
TYCC
211
Texas Yale Capital Corp
Florida
$1.05M – – –
WCM
212
Weik Capital Management
Pennsylvania
$1.04M -$190K -16,200 -15%
PFA
213
Pure Financial Advisors
California
$1.02M +$1.02M +86,622 New
NCM
214
Northwest Capital Management
Oregon
$972K +$1.27K +108 +0.1%
PA
215
Pinnacle Associates
New York
$963K +$158K +13,452 +20%
Northwestern Mutual Wealth Management
216
Northwestern Mutual Wealth Management
Wisconsin
$952K +$10.6K +900 +1%
PA
217
PFG Advisors
Arizona
$933K +$28K +2,556 +3%
CAM
218
Carret Asset Management
New York
$924K +$15.7K +1,338 +2%
GCA
219
Gradient Capital Advisors
California
$923K -$18K -1,536 -2%
SCM
220
SOL Capital Management
Maryland
$918K -$12.2K -1,044 -1%
LBC
221
Lowe Brockenbrough & Co
Virginia
$917K +$298K +25,362 +48%
BFWA
222
Benchmark Financial Wealth Advisors
Florida
$911K +$911K +77,664 New
STMM
223
South Texas Money Management
Texas
$880K -$4.57M -389,280 -84%
SWM
224
Segment Wealth Management
Texas
$874K +$136K +11,604 +18%
VCM
225
Versant Capital Management
Arizona
$870K -$33K -2,814 -4%
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