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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

432 hedge funds and large institutions have $4.24B invested in Schwab US Broad Market ETF in 2017 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 190 increasing their positions, 95 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
432
Holders Change
+76
Holders Change %
+21.35%
% of All Funds
9.81%
Holding in Top 10
61
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+19.61%
% of All Funds
1.39%
New
93
Increased
190
Reduced
95
Closed
14
Calls
$1.07M
Puts
$219K
Net Calls
+$850K
Net Calls Change
-$673K

Top Buyers

1
W
Wealthfront
California
$467M
2
Jane Street
Jane Street
New York
$14.5M
3
FPCG
Fort Pitt Capital Group
Pennsylvania
$48.4M
4
LPL Financial
LPL Financial
California
$15.1M
5
TSS
Two Sigma Securities
New York
$11.9M

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
$1.14B
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$103M
3
HP
HT Partners
Connecticut
$90.1M
4
Betterment LLC
Betterment LLC
New York
$140M
5
SIA
Starfire Investment Advisers
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
226
Cahill Financial Advisors
Minnesota
$740K +$2.45K +228 +0.3%
RCA
227
Rowland Carmichael Advisors
Arizona
$724K +$4.97K +462 +0.7%
PIM
228
Penobscot Investment Management
Massachusetts
$723K -$24.2K -2,250 -3%
RM
229
Resource Management
Louisiana
$718K +$718K +67,164 New
PA
230
Pinnacle Associates
New York
$706K -$6.32K -588 -0.9%
FCAG
231
First Capital Advisors Group
New Jersey
$704K +$76.8K +7,140 +12%
KWM
232
Kingsview Wealth Management
Oregon
$699K -$49.8K -4,632 -7%
CG
233
Colony Group
Massachusetts
$691K +$73.7K +6,852 +12%
SWM
234
Segment Wealth Management
Texas
$665K +$3.03K +282 +0.5%
CWM
235
Cranbrook Wealth Management
Michigan
$660K – – –
VCP
236
Vista Capital Partners
Oregon
$657K +$18.3K +1,704 +3%
FTUS
237
Flow Traders U.S.
New York
$650K +$650K +60,438 New
VCM
238
Vigilant Capital Management
Maine
$631K -$32.6K -3,030 -5%
SSI
239
Scott & Selber Inc
Texas
$624K +$329K +30,630 +112%
ZIC
240
ZWJ Investment Counsel
Georgia
$621K +$118K +10,956 +23%
TCM
241
Twele Capital Management
Minnesota
$617K +$147K +13,644 +31%
FWM
242
Frontier Wealth Management
Missouri
$601K -$102K -9,462 -14%
SWM
243
SVA Wealth Management
Wisconsin
$571K +$40.1K +3,726 +8%
LAIC
244
Lederer & Associates Investment Counsel
California
$555K +$163K +15,120 +41%
BWA
245
BlueSky Wealth Advisors
North Carolina
$554K -$73.4K -6,822 -12%
CAM
246
Carret Asset Management
New York
$552K +$78.5K +7,308 +17%
ACM
247
Armbruster Capital Management
New York
$548K -$2.64K -246 -0.5%
PFA
248
Pinnacle Family Advisors
Missouri
$541K -$710 -66 -0.1%
CA
249
Callahan Advisors
Texas
$539K +$2.65K +246 +0.5%
MSS
250
Mitchell Sinkler & Starr
Pennsylvania
$527K +$527K +49,020 New
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