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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

327 hedge funds and large institutions have $2.69B invested in Schwab US Broad Market ETF in 2017 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 173 increasing their positions, 72 reducing their positions, and 25 closing their positions.

Holders
327
Holders Change
+18
Holders Change %
+5.83%
% of All Funds
8.15%
Holding in Top 10
48
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.09%
% of All Funds
1.2%
New
47
Increased
173
Reduced
72
Closed
25
Calls
$1.24M
Puts
$902K
Net Calls
+$336K
Net Calls Change
-$3.35M

Top Buyers

1
W
1
Wealthfront
California
$295M
2
MFRM
2
Milliman Financial Risk Management
Illinois
$394M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$34M
4
MWM
4
Merriman Wealth Management
Washington
$14M
5
EK
5
Evensky & Katz
Florida
$133M

Top Sellers

1
BJ
1
Brouwer & Janachowski
California
$17M
2
OAJ
2
Ogorek Anthony Joseph
New York
$22.5M
3
FPCG
3
Fort Pitt Capital Group
Pennsylvania
$46.5M
4
Betterment LLC
4
Betterment LLC
New York
$130M
5
Jane Street
5
Jane Street
New York
$2.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
GG
226
Gofen & Glossberg
Illinois
$302K +$15.1K +1,590 +5%
AAS
227
Annex Advisory Services
Wisconsin
$301K -$11.4K -1,194 -4%
VWA
228
V Wealth Advisors
Kansas
$300K +$6.18K +648 +2%
SAM
229
Summit Asset Management
Tennessee
$294K +$294K +30,888 New
CAG
230
Crestwood Advisors Group
Massachusetts
$292K -$24.6K -2,556 -8%
QCMNJ
231
Quantum Capital Management (New Jersey)
New Jersey
$291K +$18.9K +1,980 +7%
LAIC
232
Lederer & Associates Investment Counsel
California
$287K +$14.3K +1,506 +5%
LWAC
233
Laurel Wealth Advisors (California)
California
$283K +$21.1K +2,226 +8%
1GA
234
1st Global Advisors
Texas
$278K +$278K +29,262 New
WPA
235
West Paces Advisors
Georgia
$278K -$39.9K -4,200 -13%
LBC
236
Lowe Brockenbrough & Co
Virginia
$275K +$343 +36 +0.1%
SHWM
237
Smith & Howard Wealth Management
Georgia
$273K +$5.07K +534 +2%
SBH
238
Segall Bryant & Hamill
Illinois
$272K – – –
PI
239
Pachira Investments
California
$271K +$2.63K +276 +1%
CTA
240
Chesley Taft & Associates
Illinois
$269K +$5.71K +600 +2%
PWM
241
Perigon Wealth Management
California
$264K – – –
BAM
242
Berkshire Asset Management
Pennsylvania
$260K +$39.1K +4,104 +18%
NHC
243
Nicholas Hoffman & Company
Georgia
$258K +$856 +90 +0.3%
NPPM
244
North Point Portfolio Managers
Ohio
$257K – – –
HI
245
Hendershot Investments
Virginia
$254K +$254K +26,760 New
HWA
246
Heritage Way Advisors
Illinois
$251K – – –
SWM
247
SVA Wealth Management
Wisconsin
$250K -$424K -44,676 -63%
WA
248
Wealth Architects
California
$248K +$1.88K +198 +0.8%
GLA
249
Good Life Advisors
Pennsylvania
$245K +$853 +90 +0.3%
HSA
250
HBK Sorce Advisory
Pennsylvania
$243K -$4.28K -450 -2%
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