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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

327 hedge funds and large institutions have $2.69B invested in Schwab US Broad Market ETF in 2017 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 173 increasing their positions, 72 reducing their positions, and 25 closing their positions.

Holders
327
Holders Change
+18
Holders Change %
+5.83%
% of All Funds
8.15%
Holding in Top 10
48
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.09%
% of All Funds
1.2%
New
47
Increased
173
Reduced
72
Closed
25
Calls
$1.24M
Puts
$902K
Net Calls
+$336K
Net Calls Change
-$3.35M

Top Buyers

1
W
1
Wealthfront
California
$295M
2
MFRM
2
Milliman Financial Risk Management
Illinois
$394M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$34M
4
MWM
4
Merriman Wealth Management
Washington
$14M
5
EK
5
Evensky & Katz
Florida
$133M

Top Sellers

1
BJ
1
Brouwer & Janachowski
California
$17M
2
OAJ
2
Ogorek Anthony Joseph
New York
$22.5M
3
FPCG
3
Fort Pitt Capital Group
Pennsylvania
$46.5M
4
Betterment LLC
4
Betterment LLC
New York
$130M
5
Jane Street
5
Jane Street
New York
$2.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
251
Garde Capital
Washington
$243K +$5.77K +606 +2%
AWM
252
Avior Wealth Management
Nebraska
$241K -$1.43K -150 -0.6%
Mariner
253
Mariner
Kansas
$241K +$241K +25,314 New
Koshinski Asset Management
254
Koshinski Asset Management
Illinois
$240K +$6.8K +714 +3%
HIC
255
Hartline Investment Corp
Illinois
$239K +$11.4K +1,200 +5%
CCP
256
Clarkston Capital Partners
Michigan
$238K +$5.53K +582 +2%
Cerity Partners
257
Cerity Partners
New York
$237K +$237K +24,888 New
CA
258
Cetera Advisors
Colorado
$234K +$234K +24,594 New
WAM
259
Weatherly Asset Management
California
$221K +$6.57K +690 +3%
APP
260
Avantax Planning Partners
Iowa
$220K -$432K -45,426 -66%
FFWA
261
FRG Family Wealth Advisors
Washington
$219K +$219K +23,040 New
SWM
262
Stockman Wealth Management
Montana
$216K -$8.27K -870 -4%
EAM
263
Evanson Asset Management
California
$214K -$53.5K -5,628 -20%
CWM
264
Cabot Wealth Management
Massachusetts
$212K -$67.9K -7,134 -24%
EHC
265
Everett Harris & Co
California
$211K +$211K +22,200 New
LWMT
266
Legacy Wealth Management (Tennessee)
Tennessee
$205K -$41K -4,314 -17%
ASN
267
Advisory Services Network
Georgia
$200K +$200K +21,036 New
DADC
268
D.A. Davidson & Co
Montana
$194K – – –
IA
269
IndexIQ Advisors
New York
$194K +$194K +20,430 New
Citigroup
270
Citigroup
New York
$189K -$131K -13,812 -41%
ARMC
271
American Research & Management Company
Massachusetts
$186K +$51.3K +5,400 +38%
RWA
272
Ropes Wealth Advisors
Massachusetts
$178K +$178K +18,738 New
APSP
273
Asset Planning Services (Pennsylvania)
Pennsylvania
$176K +$101K +10,596 +135%
GT
274
Glenmede Trust
Pennsylvania
$166K +$166K +17,514 New
TWA
275
TCI Wealth Advisors
Arizona
$162K -$8.37K -882 -5%
9 10
11
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