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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 %
MFRM
1
Milliman Financial Risk Management
Illinois
$896M 13,584,431 +336,105 +3%
W
2
Wealthfront
California
$594M 8,995,264 -227,678 -2%
Betterment LLC
3
Betterment LLC
New York
$216M 3,272,660 +304,333 +10%
Northern Trust
4
Northern Trust
Illinois
$200M 3,033,333 +1,423,724 +88%
EK
5
Evensky & Katz
Florida
$175M 2,655,499 +93,323 +4%
UBS Group
6
UBS Group
Switzerland
$116M 1,752,655 -426,187 -20%
RPGK
7
Retirement Planning Group (Kansas)
Kansas
$93.3M 1,413,593 +31,489 +2%
HP
8
HT Partners
Connecticut
$92.6M 1,394,840 -4,655 -0.3%
Bank of America
9
Bank of America
North Carolina
$77.5M 1,173,965 +201,656 +21%
SG
10
Strid Group
Pennsylvania
$73.6M 1,115,606 +5,668 +0.5%
Mirae Asset Global Investments
11
Mirae Asset Global Investments
South Korea
$54.1M 819,136 -29,000 -3%
TIM
12
Total Investment Management
Arizona
$53.6M 812,036 +7,182 +0.9%
CAI
13
Capital Advisors Inc
Oklahoma
$53.2M 806,173 +27,837 +4%
BFG
14
Bouchey Financial Group
New York
$45.4M 687,720 +35,393 +5%
PA
15
Planning Alternatives
Michigan
$41.4M 627,817 -79,519 -11%
AI
16
Accredited Investors
Minnesota
$40.7M 616,083 -20,201 -3%
FPCG
17
Fort Pitt Capital Group
Pennsylvania
$40.4M 612,616 -33,693 -5%
HDIM
18
Hanson & Doremus Investment Management
Vermont
$39.7M 601,370 +13,216 +2%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$38.5M 583,575 -5,847 -1%
HB
20
Homrich & Berg
Georgia
$38.5M 582,924 +12,653 +2%
AP
21
Agilis Partners
Massachusetts
$35.3M 535,171 -134,419 -20%
CWM
22
Circle Wealth Management
New Jersey
$35M 530,650 +33,946 +7%
UCFA
23
United Capital Financial Advisors
Texas
$32.2M 487,716 -14,756 -3%
Fiera Capital (Canada)
24
Fiera Capital (Canada)
Quebec, Canada
$29.2M 442,301 +135,315 +44%
Brown Advisory
25
Brown Advisory
Maryland
$29.2M 441,819 +4,634 +1%
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