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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

537 hedge funds and large institutions have $4.58B invested in Schwab US Broad Market ETF in 2018 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 243 increasing their positions, 119 reducing their positions, and 41 closing their positions.

Holders
537
Holders Change
+62
Holders Change %
+13.05%
% of All Funds
11.98%
Holding in Top 10
88
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+33.33%
% of All Funds
1.96%
New
108
Increased
243
Reduced
119
Closed
41
Calls
$1.59M
Puts
$289K
Net Calls
+$1.3M
Net Calls Change
+$389K

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$622M
2
Betterment LLC
2
Betterment LLC
New York
$405M
3
EA
3
Evergreen Advisors
Tennessee
$62.1M
4
MF
4
Manchester Financial
California
$53.1M
5
FPCG
5
Fort Pitt Capital Group
Pennsylvania
$69.8M

Top Sellers

1
MFRM
1
Milliman Financial Risk Management
Illinois
$549M
2
TIM
2
Total Investment Management
Arizona
$419K
3
CAI
3
Capital Advisors Inc
Oklahoma
$13.7M
4
RPGK
4
Retirement Planning Group (Kansas)
Kansas
$75M
5
PA
5
Planning Alternatives
Michigan
$26.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Wealthfront Advisers
1
Wealthfront Advisers
California
$622M 10,380,970 +10,380,970 New
MFRM
2
Milliman Financial Risk Management
Illinois
$549M 9,160,589 -4,088,421 -31%
Betterment LLC
3
Betterment LLC
New York
$405M 6,755,826 +3,570,450 +112%
Northern Trust
4
Northern Trust
Illinois
$182M 3,033,365 +32 +0%
EK
5
Evensky & Katz
Florida
$159M 2,650,324 -22,495 -0.8%
UBS Group
6
UBS Group
Switzerland
$97.3M 1,624,045 -871 -0.1%
HP
7
HT Partners
Connecticut
$83.8M 1,398,791 -2,493 -0.2%
Mirae Asset Global Investments
8
Mirae Asset Global Investments
South Korea
$81.6M 1,362,136 +543,000 +66%
Bank of America
9
Bank of America
North Carolina
$80.4M 1,340,811 +154,028 +13%
RPGK
10
Retirement Planning Group (Kansas)
Kansas
$75M 1,251,282 -176,728 -12%
FPCG
11
Fort Pitt Capital Group
Pennsylvania
$69.8M 1,163,943 +820,829 +239%
SG
12
Strid Group
Pennsylvania
$64.2M 1,069,091 -48,481 -4%
EA
13
Evergreen Advisors
Tennessee
$62.1M 1,036,647 +1,036,647 New
HB
14
Homrich & Berg
Georgia
$59.4M 990,984 +384,968 +64%
MF
15
Manchester Financial
California
$53.1M 885,267 +885,267 New
BFG
16
Bouchey Financial Group
New York
$52.2M 870,481 +169,977 +24%
PPA
17
Parametric Portfolio Associates
Washington
$48.7M 813,074 +813,074 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$43.9M 733,128 +44,322 +6%
HDIM
19
Hanson & Doremus Investment Management
Vermont
$39.5M 658,365 +29,703 +5%
FMWA
20
Forvis Mazars Wealth Advisors
Missouri
$32.9M 549,712 +93,154 +20%
CWM
21
Circle Wealth Management
New Jersey
$30.8M 513,423 -25,890 -5%
UCFA
22
United Capital Financial Advisors
Texas
$29.5M 492,628 +14,178 +3%
AI
23
Accredited Investors
Minnesota
$29.4M 491,169 -19,662 -4%
Fiera Capital (Canada)
24
Fiera Capital (Canada)
Quebec, Canada
$27.7M 462,062 -16,630 -3%
Brown Advisory
25
Brown Advisory
Maryland
$27.4M 457,787 +21,085 +5%
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