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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

356 hedge funds and large institutions have $3.86B invested in Schwab US Broad Market ETF in 2017 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 165 increasing their positions, 113 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
356
Holders Change
+20
Holders Change %
+5.95%
% of All Funds
8.89%
Holding in Top 10
51
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.27%
New
41
Increased
165
Reduced
113
Closed
19
Calls
$1.93M
Puts
$408K
Net Calls
+$1.52M
Net Calls Change
+$1.01M

Top Buyers

1
MFRM
Milliman Financial Risk Management
Illinois
$1.11B
2
W
Wealthfront
California
$427M
3
Northern Trust
Northern Trust
Illinois
$97.8M
4
AIP
Almanack Investment Partners
Pennsylvania
$10.4M
5
TSS
Two Sigma Securities
New York
$6.77M

Top Sellers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$120M
2
AP
Agilis Partners
Massachusetts
$45.1M
3
Jane Street
Jane Street
New York
$234K
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$10.7M
5
SFSG
Stearns Financial Services Group
North Carolina
$5.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
226
Perennial Advisors
New York
$388K +$6.64K +654 +2%
RI
227
Ridgewood Investments
New Jersey
$377K -$4.27K -420 -1%
LAIC
228
Lederer & Associates Investment Counsel
California
$370K +$74.8K +7,368 +25%
Bank of New York Mellon
229
Bank of New York Mellon
New York
$367K +$12.7K +1,248 +4%
SI
230
SII Investments
Wisconsin
$367K +$15.8K +1,560 +5%
GG
231
Gofen & Glossberg
Illinois
$367K +$20.1K +1,980 +6%
GP
232
Girard Partners
Pennsylvania
$352K – – –
AI
233
Atria Investments
North Carolina
$347K +$347K +34,164 New
MML Investors Services
234
MML Investors Services
Massachusetts
$339K -$44.6K -4,386 -12%
LBC
235
Lowe Brockenbrough & Co
Virginia
$336K +$13.7K +1,350 +4%
GWM
236
Greenwich Wealth Management
Connecticut
$335K -$30.5K -3,000 -8%
HI
237
Hendershot Investments
Virginia
$334K +$17.8K +1,752 +6%
CTA
238
Chesley Taft & Associates
Illinois
$333K +$12.8K +1,260 +4%
QCMNJ
239
Quantum Capital Management (New Jersey)
New Jersey
$330K +$1.34K +132 +0.4%
VWA
240
V Wealth Advisors
Kansas
$327K +$6.65K +654 +2%
TH
241
Timber Hill
Connecticut
$326K -$42.9K -4,230 -12%
AWS
242
AJ Wealth Strategies
New York
$326K – – –
BAM
243
Berkshire Asset Management
Pennsylvania
$323K +$45.7K +4,500 +16%
SAM
244
Summit Asset Management
Tennessee
$316K +$2.92K +288 +0.9%
SFG
245
StrategIQ Financial Group
Indiana
$314K -$32.3K -3,186 -9%
GLA
246
Good Life Advisors
Pennsylvania
$305K +$43.4K +4,224 +17%
Carson Wealth (CWM LLC)
247
Carson Wealth (CWM LLC)
Nebraska
$300K -$358K -35,286 -54%
CAG
248
Crestwood Advisors Group
Massachusetts
$300K – – –
SBH
249
Segall Bryant & Hamill
Illinois
$300K +$9.02K +888 +3%
SLA
250
Silver Lake Advisory
Utah
$297K +$1.16K +114 +0.4%
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