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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

356 hedge funds and large institutions have $3.86B invested in Schwab US Broad Market ETF in 2017 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 165 increasing their positions, 113 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
356
Holders Change
+20
Holders Change %
+5.95%
% of All Funds
8.89%
Holding in Top 10
51
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.27%
New
41
Increased
165
Reduced
113
Closed
19
Calls
$1.93M
Puts
$408K
Net Calls
+$1.52M
Net Calls Change
+$1.01M

Top Buyers

1
MFRM
Milliman Financial Risk Management
Illinois
$1.11B
2
W
Wealthfront
California
$427M
3
Northern Trust
Northern Trust
Illinois
$97.8M
4
AIP
Almanack Investment Partners
Pennsylvania
$10.4M
5
TSS
Two Sigma Securities
New York
$6.77M

Top Sellers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$120M
2
AP
Agilis Partners
Massachusetts
$45.1M
3
Jane Street
Jane Street
New York
$234K
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$10.7M
5
SFSG
Stearns Financial Services Group
North Carolina
$5.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
251
Pachira Investments
California
$292K -$1.16K -114 -0.4%
Koshinski Asset Management
252
Koshinski Asset Management
Illinois
$288K +$31.9K +3,144 +12%
LWAC
253
Laurel Wealth Advisors (California)
California
$283K -$19.1K -1,884 -6%
ARMC
254
American Research & Management Company
Massachusetts
$282K – – –
VF
255
Virtu Financial
New York
$280K +$280K +27,576 New
SSI
256
Scott & Selber Inc
Texas
$278K -$28.2K -2,778 -9%
TWA
257
TCI Wealth Advisors
Arizona
$276K -$365 -36 -0.1%
OIA
258
Optimum Investment Advisors
Illinois
$276K +$276K +27,192 New
NPPM
259
North Point Portfolio Managers
Ohio
$274K – – –
PWM
260
Perigon Wealth Management
California
$273K -$5.85K -576 -2%
WPA
261
West Paces Advisors
Georgia
$273K -$11.6K -1,146 -4%
GC
262
Garde Capital
Washington
$272K +$10.8K +1,062 +4%
SB
263
Simmons Bank
Arkansas
$268K +$268K +26,382 New
BIM
264
Baldwin Investment Management
Pennsylvania
$266K +$266K +26,202 New
AAS
265
Annex Advisory Services
Wisconsin
$262K -$7.57K -744 -3%
CA
266
Cetera Advisors
Colorado
$258K -$18.2K -1,788 -7%
Cerity Partners
267
Cerity Partners
New York
$254K -$147K -14,496 -37%
AWM
268
Avior Wealth Management
Nebraska
$248K -$487 -48 -0.2%
HWA
269
Heritage Way Advisors
Illinois
$247K – – –
FIAS
270
FinTrust Investment Advisory Services
South Carolina
$246K +$246K +24,246 New
WAM
271
Weatherly Asset Management
California
$244K -$1.52K -150 -0.6%
APP
272
Avantax Planning Partners
Iowa
$244K +$2.2K +216 +0.9%
LA
273
Leonetti & Associates
Illinois
$239K +$239K +23,532 New
KeyBank National Association
274
KeyBank National Association
Ohio
$238K +$238K +23,454 New
CPIG
275
Chicago Partners Investment Group
Illinois
$237K -$70.5K -6,954 -23%
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