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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

336 hedge funds and large institutions have $2.93B invested in Schwab US Broad Market ETF in 2017 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 179 increasing their positions, 91 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
336
Holders Change
+9
Holders Change %
+2.75%
% of All Funds
8.39%
Holding in Top 10
51
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.25%
% of All Funds
1.27%
New
30
Increased
179
Reduced
91
Closed
17
Calls
$1.81M
Puts
$1.29M
Net Calls
+$513K
Net Calls Change
+$177K

Top Buyers

1
UBS Group
UBS Group
Switzerland
$124M
2
W
Wealthfront
California
$352M
3
AP
Agilis Partners
Massachusetts
$71.3M
4
Northern Trust
Northern Trust
Illinois
$51.6M
5
MFRM
Milliman Financial Risk Management
Illinois
$418M

Top Sellers

1
MML Investors Services
MML Investors Services
Massachusetts
$368K
2
MWM
Merriman Wealth Management
Washington
$0
3
FPCG
Fort Pitt Capital Group
Pennsylvania
$34.8M
4
SG Americas Securities
SG Americas Securities
New York
$0
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
251
Berkshire Asset Management
Pennsylvania
$266K – – –
CA
252
Cetera Advisors
Colorado
$266K +$25.1K +2,568 +10%
TWA
253
TCI Wealth Advisors
Arizona
$265K +$98.7K +10,140 +59%
NPPM
254
North Point Portfolio Managers
Ohio
$263K – – –
NHC
255
Nicholas Hoffman & Company
Georgia
$262K -$2.81K -288 -1%
AAS
256
Annex Advisory Services
Wisconsin
$258K -$49.9K -5,124 -16%
HCM
257
Hollencrest Capital Management
California
$257K +$257K +26,298 New
GC
258
Garde Capital
Washington
$251K +$1.7K +174 +0.7%
GLA
259
Good Life Advisors
Pennsylvania
$249K -$3.69K -378 -1%
Mariner
260
Mariner
Kansas
$248K +$1.11K +114 +0.5%
Koshinski Asset Management
261
Koshinski Asset Management
Illinois
$246K +$117 +12 +0%
LCM
262
Liberty Capital Management
Michigan
$245K +$245K +25,044 New
AWM
263
Avior Wealth Management
Nebraska
$239K -$7.9K -810 -3%
HWA
264
Heritage Way Advisors
Illinois
$237K -$20.7K -2,124 -8%
WAM
265
Weatherly Asset Management
California
$236K +$9.37K +960 +4%
APP
266
Avantax Planning Partners
Iowa
$232K +$6.15K +630 +3%
WA
267
Wealth Architects
California
$226K -$27.6K -2,844 -11%
CCP
268
Clarkston Capital Partners
Michigan
$225K -$18.7K -1,920 -8%
FFWA
269
FRG Family Wealth Advisors
Washington
$224K – – –
GA
270
Geneva Advisors
Illinois
$221K +$221K +22,704 New
PA
271
Paracle Advisors
Washington
$220K -$121K -12,432 -35%
EAM
272
Evanson Asset Management
California
$220K – – –
LWMT
273
Legacy Wealth Management (Tennessee)
Tennessee
$218K +$8.18K +840 +4%
EHC
274
Everett Harris & Co
California
$216K – – –
GI
275
GS Investments
Minnesota
$211K +$211K +21,696 New
9 10
11
12 13