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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 %
EWM
276
Edge Wealth Management
New York
$56K 1,031 +341 +49%
PA
277
Parallel Advisors
California
$49K 903 +903 New
MCM
278
MV Capital Management
Maryland
$43K 793 – –
SSB
279
Sandy Spring Bank
Maryland
$43K 798 – –
RFA
280
Reilly Financial Advisors
California
$35K 641 -431 -40%
SIAP
281
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$30K 550 +550 New
CIA
282
Cascade Investment Advisors
Oregon
$28.4K 525 +525 New
VIA
283
Vantage Investment Advisors
Pennsylvania
$23K 430 – –
FPFS
284
First Personal Financial Services
North Carolina
$22K 407 – –
PO
285
Private Ocean
California
$21K 386 +2 +0.5%
TCM
286
Tradewinds Capital Management
Washington
$19K 354 -103 -23%
GWS
287
Glassman Wealth Services
Virginia
$15K 268 – –
SIG
288
Stanford Investment Group
California
$12K 213 +1 +0.5%
BIMC
289
Benson Investment Management Company
Virginia
$11K 198 +198 New
YWP
290
YorkBridge Wealth Partners
New York
$11K 200 +200 New
SF
291
Synovus Financial
Georgia
$11K 200 +200 New
FTUS
292
Flow Traders U.S.
New York
$10K 187 -4,738 -96%
AIM
293
Anchor Investment Management
South Carolina
$8.4K 155 – –
AIA
294
Armor Investment Advisors
North Carolina
$8K 150 +150 New
SWA
295
Sutton Wealth Advisors
Florida
$7.59K 140 – –
WCM
296
Wealthcare Capital Management
Virginia
$7K 124 – –
WC
297
Whitnell & Co
Illinois
$7K 121 – –
MCM
298
Manchester Capital Management
Vermont
$7K 125 – –
GRP
299
Global Retirement Partners
California
$7K 128 +128 New
PCFFS
300
Pacific Center for Financial Services
California
$4K 70 +70 New
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