SCHB icon

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.

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
1
Envestnet Asset Management
Illinois
$27.9M
2
AAIM
2
Asset Advisors Investment Management
Georgia
$20.7M
3
Ameriprise
3
Ameriprise
Minnesota
$86M
4
A
4
AdvicePeriod
California
$13.5M
5
DW
5
Domani Wealth
Pennsylvania
$20.3M

Top Sellers

1
MFRM
1
Milliman Financial Risk Management
Illinois
$933M
2
FPCG
2
Fort Pitt Capital Group
Pennsylvania
$24.2M
3
W
3
Wealthfront
California
$617M
4
Wells Fargo
4
Wells Fargo
California
$17.6M
5
UBS Group
5
UBS Group
Switzerland
$114M
Name Market Value Shares Shares
Change 		Shares
Change %
MFRM
1
Milliman Financial Risk Management
Illinois
$933M 13,249,010 -335,421 -2%
W
2
Wealthfront
California
$617M 8,762,545 -232,719 -3%
Betterment LLC
3
Betterment LLC
New York
$224M 3,185,376 -87,284 -3%
Northern Trust
4
Northern Trust
Illinois
$214M 3,033,333 – –
EK
5
Evensky & Katz
Florida
$188M 2,672,819 +17,320 +0.7%
UBS Group
6
UBS Group
Switzerland
$114M 1,624,916 -127,739 -7%
RPGK
7
Retirement Planning Group (Kansas)
Kansas
$101M 1,428,010 +14,417 +1%
HP
8
HT Partners
Connecticut
$99.1M 1,401,284 +6,444 +0.5%
Ameriprise
9
Ameriprise
Minnesota
$86M 19,616 +4,372 +29%
Bank of America
10
Bank of America
North Carolina
$83.5M 1,186,783 +12,818 +1%
SG
11
Strid Group
Pennsylvania
$78.7M 1,117,572 +1,966 +0.2%
Mirae Asset Global Investments
12
Mirae Asset Global Investments
South Korea
$57.7M 819,136 – –
TIM
13
Total Investment Management
Arizona
$57.2M 812,623 +587 +0.1%
CAI
14
Capital Advisors Inc
Oklahoma
$56.7M 805,030 -1,143 -0.1%
BFG
15
Bouchey Financial Group
New York
$49.3M 700,504 +12,784 +2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$48.5M 688,806 +105,231 +18%
HDIM
17
Hanson & Doremus Investment Management
Vermont
$44.3M 628,662 +27,292 +5%
PA
18
Planning Alternatives
Michigan
$43.1M 612,556 -15,261 -2%
HB
19
Homrich & Berg
Georgia
$42.7M 606,016 +23,092 +4%
CWM
20
Circle Wealth Management
New Jersey
$38M 539,313 +8,663 +2%
AI
21
Accredited Investors
Minnesota
$36M 510,831 -105,252 -17%
Fiera Capital (Canada)
22
Fiera Capital (Canada)
Quebec, Canada
$33.7M 478,692 +36,391 +8%
UCFA
23
United Capital Financial Advisors
Texas
$33.7M 478,450 -9,266 -2%
AP
24
Agilis Partners
Massachusetts
$32.1M 456,697 -78,474 -15%
FMWA
25
Forvis Mazars Wealth Advisors
Missouri
$32.1M 456,558 +17,116 +4%
1
2 3 4 5