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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

336 hedge funds and large institutions have $2.93B invested in Schwab US Broad Market ETF in 2017 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 179 increasing their positions, 91 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
336
Holders Change
+9
Holders Change %
+2.75%
% of All Funds
8.39%
Holding in Top 10
51
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.25%
% of All Funds
1.27%
New
30
Increased
179
Reduced
91
Closed
17
Calls
$1.81M
Puts
$1.29M
Net Calls
+$513K
Net Calls Change
+$177K

Top Buyers

1
UBS Group
UBS Group
Switzerland
$124M
2
W
Wealthfront
California
$352M
3
AP
Agilis Partners
Massachusetts
$71.3M
4
Northern Trust
Northern Trust
Illinois
$51.6M
5
MFRM
Milliman Financial Risk Management
Illinois
$418M

Top Sellers

1
MML Investors Services
MML Investors Services
Massachusetts
$368K
2
MWM
Merriman Wealth Management
Washington
$0
3
FPCG
Fort Pitt Capital Group
Pennsylvania
$34.8M
4
SG Americas Securities
SG Americas Securities
New York
$0
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
GP
226
Girard Partners
Pennsylvania
$338K – – –
SFG
227
StrategIQ Financial Group
Indiana
$333K -$46K -4,710 -12%
GG
228
Gofen & Glossberg
Illinois
$333K +$23.8K +2,448 +8%
QCMNJ
229
Quantum Capital Management (New Jersey)
New Jersey
$315K +$17.7K +1,818 +6%
CAM
230
Carret Asset Management
New York
$313K -$13.8K -1,422 -4%
AWS
231
AJ Wealth Strategies
New York
$313K -$995 -102 -0.3%
LI
232
LVZ Inc
Michigan
$310K – – –
LBC
233
Lowe Brockenbrough & Co
Virginia
$309K +$27.8K +2,856 +10%
VWA
234
V Wealth Advisors
Kansas
$307K +$526 +54 +0.2%
CTA
235
Chesley Taft & Associates
Illinois
$307K +$31.6K +3,240 +11%
HI
236
Hendershot Investments
Virginia
$303K +$42.6K +4,380 +16%
SAM
237
Summit Asset Management
Tennessee
$301K – – –
SSI
238
Scott & Selber Inc
Texas
$294K -$140K -14,334 -32%
CAG
239
Crestwood Advisors Group
Massachusetts
$294K -$7.52K -756 -2%
LWAC
240
Laurel Wealth Advisors (California)
California
$290K – – –
1GA
241
1st Global Advisors
Texas
$285K – – –
SLA
242
Silver Lake Advisory
Utah
$284K -$106K -10,902 -27%
LAIC
243
Lederer & Associates Investment Counsel
California
$284K -$10.5K -1,080 -4%
CPIG
244
Chicago Partners Investment Group
Illinois
$284K +$200K +21,342 +237%
PI
245
Pachira Investments
California
$281K +$3.97K +408 +1%
SBH
246
Segall Bryant & Hamill
Illinois
$279K – – –
SWM
247
SVA Wealth Management
Wisconsin
$276K +$19.7K +2,028 +8%
WPA
248
West Paces Advisors
Georgia
$273K -$11.7K -1,200 -4%
ARMC
249
American Research & Management Company
Massachusetts
$271K +$80K +8,202 +42%
PWM
250
Perigon Wealth Management
California
$267K -$3.5K -360 -1%
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