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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

240 hedge funds and large institutions have $1.62B invested in Schwab US Broad Market ETF in 2016 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 110 increasing their positions, 73 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
+2
Holders Change %
+0.84%
% of All Funds
6.41%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.88%
New
27
Increased
110
Reduced
73
Closed
23
Calls
$3.41M
Puts
$231K
Net Calls
+$3.18M
Net Calls Change
+$1.57M

Top Buyers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$106M
2
MFRM
2
Milliman Financial Risk Management
Illinois
$258M
3
HP
3
HT Partners
Connecticut
$74.7M
4
Betterment LLC
4
Betterment LLC
New York
$93.5M
5
W
5
Wealthfront
California
$136M

Top Sellers

1
MIAN
1
Mariner Independent Advisor Network
Kansas
$8.72M
2
Bank of America
2
Bank of America
North Carolina
$4.96M
3
AA
3
Apriem Advisors
California
$1.99M
4
PA
4
Planning Alternatives
Michigan
$42.5M
5
FPCG
5
Fort Pitt Capital Group
Pennsylvania
$30.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
226
Advisory Services Network
Georgia
$10K – – –
CGH
227
Cleary Gull Holdings
Wisconsin
$10K – – –
FIB
228
First Interstate Bank
Montana
$10K – – –
SIG
229
Stanford Investment Group
California
$9K +$49 +6 +0.5%
MWP
230
MYCIO Wealth Partners
Pennsylvania
$8K +$52 +6 +0.7%
AIM
231
Anchor Investment Management
South Carolina
$7.64K +$7.64K +930 New
Group One Trading
232
Group One Trading
Illinois
$7K -$92.1K -12,000 -93%
SWA
233
Sutton Wealth Advisors
Florida
$6.9K +$6.9K +840 New
ARMC
234
American Research & Management Company
Massachusetts
$6K – – –
TSW
235
Thompson Siegel & Walmsley
Virginia
$2K -$4K -600 -67%
NFG
236
Next Financial Group
Texas
$1K – – –
MCM
237
Manchester Capital Management
Vermont
$1K – – –
OCM
238
One Capital Management
California
$329 +$3 +390 +1%
PR
239
Payden & Rygel
California
– -$8.45M -1,033,800 Closed
LBC
240
Lowe Brockenbrough & Co
Virginia
– -$1.56M -190,278 Closed
SS
241
Simplicity Solutions
Minnesota
– -$615K -75,186 Closed
WI
242
WrapManager Inc
California
– -$605K -74,010 Closed
DAM
243
Delta Asset Management
Tennessee
– -$440K -53,880 Closed
Goldman Sachs
244
Goldman Sachs
New York
– -$405K -49,536 Closed
VF
245
Virtu Financial
New York
– -$351K -42,906 Closed
PGFC
246
Peapack-Gladstone Financial Corp
New Jersey
– -$271K -33,126 Closed
FCIM
247
Fairview Capital Investment Management
California
– -$265K -32,400 Closed
BAM
248
Berkshire Asset Management
Pennsylvania
– -$234K -28,656 Closed
WSTAM
249
Wilbanks Smith & Thomas Asset Management
Virginia
– -$226K -27,600 Closed
AIS
250
Accurate Investment Solutions
Pennsylvania
– -$183K -22,356 Closed
7 8 9
10
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