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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

257 hedge funds and large institutions have $1.74B invested in Schwab US Broad Market ETF in 2016 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 128 increasing their positions, 69 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
257
Holders Change
+17
Holders Change %
+7.08%
% of All Funds
6.87%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.91%
New
32
Increased
128
Reduced
69
Closed
11
Calls
$3.68M
Puts
$587K
Net Calls
+$3.09M
Net Calls Change
-$88K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$43.2M
2
W
2
Wealthfront
California
$176M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$27.5M
4
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$128M
5
BJ
5
Brouwer & Janachowski
California
$52.8M

Top Sellers

1
DWM
1
Destination Wealth Management
California
$3.15M
2
MFRM
2
Milliman Financial Risk Management
Illinois
$237M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$0
4
LPL Financial
4
LPL Financial
California
$4.97M
5
AP
5
Agilis Partners
Massachusetts
$51.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
KKAMG
226
Kernodle & Katon Asset Management Group
Arkansas
$44K – – –
SSB
227
Sandy Spring Bank
Maryland
$40K – – –
MCM
228
MV Capital Management
Maryland
$40K – – –
EWM
229
Edge Wealth Management
New York
$35K – – –
RFA
230
Reilly Financial Advisors
California
$35K +$35K +4,158 New
ASN
231
Advisory Services Network
Georgia
$33K +$22.6K +2,706 +217%
CPIG
232
Chicago Partners Investment Group
Illinois
$31K +$204 +24 +0.7%
AA
233
Advisory Alpha
Michigan
$29K +$29K +3,468 New
QI
234
QS Investors
New York
$24K +$24K +2,892 New
PO
235
Private Ocean
California
$23K -$298 -36 -1%
TCM
236
Tradewinds Capital Management
Washington
$23K +$101 +12 +0.4%
VIA
237
Vantage Investment Advisors
Pennsylvania
$21K – – –
CA
238
CapWealth Advisors
Tennessee
$20K – – –
Manulife (Manufacturers Life Insurance)
239
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$17K +$17K +2,022 New
HIIFS
240
Harel Insurance Investments & Financial Services
Israel
$15K +$15K +1,800 New
WTB
241
Washington Trust Bank
Washington
$15K +$15K +1,824 New
GWS
242
Glassman Wealth Services
Virginia
$13K – – –
SEI Investments
243
SEI Investments
Pennsylvania
$12K – – –
SIG
244
Stanford Investment Group
California
$11K +$1.36K +156 +14%
FIB
245
First Interstate Bank
Montana
$10K – – –
AIM
246
Anchor Investment Management
South Carolina
$7.8K – – –
SWA
247
Sutton Wealth Advisors
Florida
$7.04K – – –
WCM
248
Wealthcare Capital Management
Virginia
$6K -$7.11K -882 -54%
ARMC
249
American Research & Management Company
Massachusetts
$6K – – –
WC
250
Whitnell & Co
Illinois
$6K +$6K +726 New
7 8 9
10
11