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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 %
RWM
276
Ritholtz Wealth Management
New York
$209K +$209K +21,408 New
WP
277
WealthPLAN Partners
Nebraska
$208K +$208K +21,312 New
RCAG
278
Rehmann Capital Advisory Group
Michigan
$205K +$205K +21,084 New
CWM
279
Cabot Wealth Management
Massachusetts
$202K -$15.1K -1,554 -7%
CCM
280
Carlson Capital Management
Minnesota
$202K +$202K +20,718 New
DADC
281
D.A. Davidson & Co
Montana
$198K – – –
RWA
282
Ropes Wealth Advisors
Massachusetts
$183K – – –
APSP
283
Asset Planning Services (Pennsylvania)
Pennsylvania
$179K -$759 -78 -0.4%
GT
284
Glenmede Trust
Pennsylvania
$166K – – –
BWA
285
Burt Wealth Advisors
Maryland
$161K +$11.2K +1,152 +7%
Citigroup
286
Citigroup
New York
$147K -$47K -4,824 -24%
GBBWRPM
287
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$143K +$526 +54 +0.4%
PA
288
Parallel Advisors
California
$111K +$9.97K +1,002 +10%
MA
289
MUFG Americas
New York
$98K – – –
AC
290
Alexandria Capital
Virginia
$98K +$98K +10,008 New
WAM
291
Wealthspire Advisors (Maryland)
Maryland
$83K +$408 +42 +0.5%
PNC Financial Services Group
292
PNC Financial Services Group
Pennsylvania
$82K -$34K -3,504 -29%
AWM
293
AllSquare Wealth Management
New York
$74K – – –
SEI Investments
294
SEI Investments
Pennsylvania
$72K +$72K +7,386 New
HCC
295
Hirtle Callaghan & Co
Pennsylvania
$71K – – –
SIAP
296
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$68K +$58 +6 +0.1%
Bank of Montreal
297
Bank of Montreal
Ontario, Canada
$67K +$23.6K +2,436 +54%
US Bancorp
298
US Bancorp
Minnesota
$64K -$30.9K -3,180 -33%
BAM
299
Barrett Asset Management
New York
$62K – – –
TIM
300
Tortoise Investment Management
New York
$61K – – –
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