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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 %
BWA
276
Burt Wealth Advisors
Maryland
$147K -$55.2K -5,802 -27%
GBBWRPM
277
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$140K +$516 +54 +0.4%
KKAMG
278
Kernodle & Katon Asset Management Group
Arkansas
$138K -$46.4K -4,890 -25%
TFO
279
Tarbox Family Office
California
$131K – – –
PNC Financial Services Group
280
PNC Financial Services Group
Pennsylvania
$114K +$20K +2,094 +21%
ST
281
Smithfield Trust
Pennsylvania
$110K – – –
PA
282
Parallel Advisors
California
$98K +$45.7K +4,734 +87%
MA
283
MUFG Americas
New York
$95K – – –
US Bancorp
284
US Bancorp
Minnesota
$93K -$5.14K -540 -5%
CPIG
285
Chicago Partners Investment Group
Illinois
$86K +$14.5K +1,518 +20%
WAM
286
Wealthspire Advisors (Maryland)
Maryland
$81K +$286 +30 +0.4%
AWM
287
AllSquare Wealth Management
New York
$72K – – –
HCC
288
Hirtle Callaghan & Co
Pennsylvania
$70K – – –
SIAP
289
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$67K +$35.5K +3,708 +112%
BAM
290
Barrett Asset Management
New York
$61K – – –
TIM
291
Tortoise Investment Management
New York
$59K – – –
OAM
292
Oppenheimer Asset Management
New York
$54K +$54K +5,694 New
PFBT
293
Parkside Financial Bank & Trust
Missouri
$52K +$52K +5,472 New
VIA
294
Vantage Investment Advisors
Pennsylvania
$48K +$23.2K +2,418 +94%
SSB
295
Sandy Spring Bank
Maryland
$46K – – –
MCM
296
MV Capital Management
Maryland
$45K – – –
RFA
297
Reilly Financial Advisors
California
$43K +$6.35K +666 +17%
Bank of Montreal
298
Bank of Montreal
Ontario, Canada
$42K -$19.9K -2,124 -32%
EWM
299
Edge Wealth Management
New York
$31K -$28.1K -2,940 -48%
TCM
300
Tradewinds Capital Management
Washington
$25K +$4.51K +468 +22%
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