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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

269 hedge funds and large institutions have $2.07B invested in Schwab US Broad Market ETF in 2016 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 128 increasing their positions, 77 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
+12
Holders Change %
+4.67%
% of All Funds
7.19%
Holding in Top 10
34
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.91%
New
28
Increased
128
Reduced
77
Closed
14
Calls
$3.43M
Puts
$495K
Net Calls
+$2.93M
Net Calls Change
-$158K

Top Buyers

1
MFRM
1
Milliman Financial Risk Management
Illinois
$295M
2
W
2
Wealthfront
California
$226M
3
EK
3
Evensky & Katz
Florida
$106M
4
Northern Trust
4
Northern Trust
Illinois
$33.3M
5
Bank of America
5
Bank of America
North Carolina
$36.1M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
FC
2
Financial Consulate
Maryland
$15.4M
3
HDIM
3
Hanson & Doremus Investment Management
Vermont
$11.9M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$38.5M
5
HCM
5
Hengehold Capital Management
Ohio
$4.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFA
226
JNBA Financial Advisors
Minnesota
$81K +$81K +9,342 New
WAM
227
Wealthspire Advisors (Maryland)
Maryland
$73K +$260 +30 +0.4%
ACM
228
Argentus Capital Management
Texas
$72K -$5.28K -606 -7%
APSP
229
Asset Planning Services (Pennsylvania)
Pennsylvania
$68K – – –
JIC
230
Joel Isaacson & Co
New York
$67K – – –
AWM
231
AllSquare Wealth Management
New York
$66K – – –
PNC Financial Services Group
232
PNC Financial Services Group
Pennsylvania
$65K -$47K -5,400 -42%
RFA
233
Reilly Financial Advisors
California
$56K +$19.8K +2,274 +55%
TIM
234
Tortoise Investment Management
New York
$54K +$4.46K +516 +9%
BAM
235
Barrett Asset Management
New York
$53K – – –
ST
236
Smithfield Trust
Pennsylvania
$52K – – –
KKAMG
237
Kernodle & Katon Asset Management Group
Arkansas
$45K – – –
SSB
238
Sandy Spring Bank
Maryland
$42K – – –
MCM
239
MV Capital Management
Maryland
$41K – – –
EWM
240
Edge Wealth Management
New York
$36K – – –
Bank of Montreal
241
Bank of Montreal
Ontario, Canada
$34K -$1.74M -198,720 -98%
ASN
242
Advisory Services Network
Georgia
$34K – – –
CPIG
243
Chicago Partners Investment Group
Illinois
$33K +$1.6K +186 +5%
FMP
244
Financial Management Professionals
Texas
$24K -$431K -50,046 -95%
TCM
245
Tradewinds Capital Management
Washington
$24K +$105 +12 +0.4%
VIA
246
Vantage Investment Advisors
Pennsylvania
$22K +$512 +60 +2%
CA
247
CapWealth Advisors
Tennessee
$21K – – –
FPFS
248
First Personal Financial Services
North Carolina
$21K +$21K +2,442 New
PO
249
Private Ocean
California
$20K -$4.12K -474 -17%
BWP
250
BSW Wealth Partners
Colorado
$19.2K -$290K -90,864 -94%
8 9
10
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