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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.

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
1
Wealthfront
California
$588M
2
Betterment LLC
2
Betterment LLC
New York
$190M
3
BFG
3
Bouchey Financial Group
New York
$41.6M
4
BCWM
4
Bartlett & Co Wealth Management
Ohio
$12.5M
5
DWM
5
Destination Wealth Management
California
$12.5M

Top Sellers

1
MFRM
1
Milliman Financial Risk Management
Illinois
$845M
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$54.1M
3
S
3
Schroders
United Kingdom
$0
4
PCA
4
Personal Capital Advisors
California
$1.76M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$37.6M
Name Market Value Shares Shares
Change 		Shares
Change %
MFRM
1
Milliman Financial Risk Management
Illinois
$845M 13,248,326 -4,409,737 -25%
W
2
Wealthfront
California
$588M 9,222,942 +1,978,583 +27%
Betterment LLC
3
Betterment LLC
New York
$190M 2,968,327 +803,812 +37%
EK
4
Evensky & Katz
Florida
$163M 2,562,176 +16,807 +0.7%
UBS Group
5
UBS Group
Switzerland
$139M 2,178,842 +84,195 +4%
Northern Trust
6
Northern Trust
Illinois
$103M 1,609,609 -650 -0%
HP
7
HT Partners
Connecticut
$89.3M 1,399,495 +10,656 +0.8%
RPGK
8
Retirement Planning Group (Kansas)
Kansas
$88.2M 1,382,104 +25,381 +2%
SG
9
Strid Group
Pennsylvania
$71.5M 1,109,938 -19,040 -2%
Bank of America
10
Bank of America
North Carolina
$62M 972,309 -98,411 -9%
Mirae Asset Global Investments
11
Mirae Asset Global Investments
South Korea
$54.1M 848,136 -753,100 -47%
TIM
12
Total Investment Management
Arizona
$51.3M 804,854 +6,218 +0.8%
CAI
13
Capital Advisors Inc
Oklahoma
$49.7M 778,336 +45,699 +6%
PA
14
Planning Alternatives
Michigan
$45.1M 707,336 -11,520 -2%
AP
15
Agilis Partners
Massachusetts
$42.7M 669,590 -28,888 -4%
BFG
16
Bouchey Financial Group
New York
$41.6M 652,327 +325,271 +99%
FPCG
17
Fort Pitt Capital Group
Pennsylvania
$41.2M 646,309 -104,020 -14%
AI
18
Accredited Investors
Minnesota
$40.6M 636,284 -11,579 -2%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$37.6M 589,422 -218,442 -27%
HDIM
20
Hanson & Doremus Investment Management
Vermont
$37.5M 588,154 +42,184 +8%
HB
21
Homrich & Berg
Georgia
$36.4M 570,271 +6,121 +1%
UCFA
22
United Capital Financial Advisors
Texas
$32.1M 502,472 -25,757 -5%
CWM
23
Circle Wealth Management
New Jersey
$31.7M 496,704 +23,411 +5%
OAJ
24
Ogorek Anthony Joseph
New York
$29.6M 463,479 +14,453 +3%
Brown Advisory
25
Brown Advisory
Maryland
$27.9M 437,185 +4,812 +1%
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