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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

309 hedge funds and large institutions have $2.39B invested in Schwab US Broad Market ETF in 2016 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 158 increasing their positions, 55 reducing their positions, and 23 closing their positions.

Holders
309
Holders Change
+40
Holders Change %
+14.87%
% of All Funds
7.74%
Holding in Top 10
44
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+29.41%
% of All Funds
1.1%
New
66
Increased
158
Reduced
55
Closed
23
Calls
$4.28M
Puts
$597K
Net Calls
+$3.68M
Net Calls Change
+$753K

Top Buyers

1
TIM
1
Total Investment Management
Arizona
$41.5M
2
MFRM
2
Milliman Financial Risk Management
Illinois
$340M
3
CAI
3
Capital Advisors Inc
Oklahoma
$32.6M
4
CWM
4
Circle Wealth Management
New Jersey
$24.6M
5
PCA
5
Personal Capital Advisors
California
$24M

Top Sellers

1
AP
1
Agilis Partners
Massachusetts
$48.1M
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$139M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$0
4
BJ
4
Brouwer & Janachowski
California
$44.9M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$4.87M
Name Market Value Shares Shares
Change 		Shares
Change %
BAM
251
Berkshire Asset Management
Pennsylvania
$209K 3,865 – –
CWM
252
Cranbrook Wealth Management
Michigan
$208K 3,843 +3,843 New
WAM
253
Weatherly Asset Management
California
$203K 3,755 +3,755 New
BWA
254
Burt Wealth Advisors
Maryland
$192K 3,541 +16 +0.5%
DADC
255
D.A. Davidson & Co
Montana
$184K 3,400 – –
KKAMG
256
Kernodle & Katon Asset Management Group
Arkansas
$175K 3,239 +2,370 +273%
SEIA
257
Signature Estate & Investment Advisors
California
$171K 3,159 +20 +0.6%
TWA
258
TCI Wealth Advisors
Arizona
$162K 2,994 +17 +0.6%
GBBWRPM
259
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$132K 2,431 +15 +0.6%
ARMC
260
American Research & Management Company
Massachusetts
$128K 2,365 +750 +46%
TFO
261
Tarbox Family Office
California
$124K 2,289 +2,289 New
ST
262
Smithfield Trust
Pennsylvania
$104K 1,920 +935 +95%
US Bancorp
263
US Bancorp
Minnesota
$93K 1,717 – –
KT
264
Kanaly Trust
Texas
$92K 1,704 – –
MA
265
MUFG Americas
New York
$91K 1,671 -234 -12%
PNC Financial Services Group
266
PNC Financial Services Group
Pennsylvania
$89K 1,642 +398 +32%
WAM
267
Wealthspire Advisors (Maryland)
Maryland
$77K 1,413 +9 +0.6%
APSP
268
Asset Planning Services (Pennsylvania)
Pennsylvania
$71K 1,311 +9 +0.7%
JIC
269
Joel Isaacson & Co
New York
$70K 1,283 – –
AWM
270
AllSquare Wealth Management
New York
$69K 1,265 – –
CPIG
271
Chicago Partners Investment Group
Illinois
$67K 1,245 +607 +95%
HCC
272
Hirtle Callaghan & Co
Pennsylvania
$66K 1,222 +1,222 New
Bank of Montreal
273
Bank of Montreal
Ontario, Canada
$59K 1,103 +455 +70%
BAM
274
Barrett Asset Management
New York
$58K 1,065 +50 +5%
TIM
275
Tortoise Investment Management
New York
$56K 1,041 – –
9 10
11
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