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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 %
SEI Investments
251
SEI Investments
Pennsylvania
$15K +$2.04K +234 +16%
GWS
252
Glassman Wealth Services
Virginia
$14K – – –
SIG
253
Stanford Investment Group
California
$11K +$52 +6 +0.5%
FIB
254
First Interstate Bank
Montana
$10K – – –
SIC
255
Salem Investment Counselors
North Carolina
$9.65K +$466 +5,340 +5%
AIM
256
Anchor Investment Management
South Carolina
$8.11K – – –
SBL
257
Sargent Bickham Lagudis
Colorado
$7.61K -$149 -17,052 -2%
SWA
258
Sutton Wealth Advisors
Florida
$7.33K – – –
MCM
259
Manchester Capital Management
Vermont
$7K +$5.43K +582 +346%
WCM
260
Wealthcare Capital Management
Virginia
$6K – – –
WC
261
Whitnell & Co
Illinois
$6K – – –
FNBT
262
FineMark National Bank & Trust
Florida
$5K -$271K -33,858 -98%
AA
263
AlphaMark Advisors
Kentucky
$4K +$4K +444 New
CCM
264
Cribstone Capital Management
Maine
$4K +$4K +510 New
QI
265
QS Investors
New York
$3K -$20.3K -2,520 -87%
NFG
266
Next Financial Group
Texas
$2K – – –
Susquehanna International Group
267
Susquehanna International Group
Pennsylvania
– -$27.5M -3,276,840 Closed
SG Americas Securities
268
SG Americas Securities
New York
– -$1.37M -162,780 Closed
CA
269
Cetera Advisors
Colorado
– -$376K -44,808 Closed
AllianceBernstein
270
AllianceBernstein
Tennessee
– -$337K -40,206 Closed
CIC
271
Carnegie Investment Counsel
Ohio
– -$332K -38,202 Closed
Northwestern Mutual Wealth Management
272
Northwestern Mutual Wealth Management
Wisconsin
– -$227K -27,102 Closed
VF
273
Virtu Financial
New York
– -$218K -26,046 Closed
EAM
274
Evanson Asset Management
California
– -$200K -23,880 Closed
Manulife (Manufacturers Life Insurance)
275
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$17K -2,022 Closed
8 9 10
11
12