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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

432 hedge funds and large institutions have $4.24B invested in Schwab US Broad Market ETF in 2017 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 190 increasing their positions, 95 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
432
Holders Change
+76
Holders Change %
+21.35%
% of All Funds
9.81%
Holding in Top 10
61
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+19.61%
% of All Funds
1.39%
New
93
Increased
190
Reduced
95
Closed
14
Calls
$1.07M
Puts
$219K
Net Calls
+$850K
Net Calls Change
-$673K

Top Buyers

1
W
Wealthfront
California
+$14.8M
2
Jane Street
Jane Street
New York
+$14.3M
3
FPCG
Fort Pitt Capital Group
Pennsylvania
+$12M
4
LPL Financial
LPL Financial
California
+$8.29M
5
TSS
Two Sigma Securities
New York
+$4.74M

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
-$36.3M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$23.7M
3
HP
HT Partners
Connecticut
-$18.3M
4
Betterment LLC
Betterment LLC
New York
-$3.8M
5
SIA
Starfire Investment Advisers
Michigan
-$3.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
GG
276
Gofen & Glossberg
Illinois
$413K +$23.9K +2,226 +6%
SHJ
277
Sharkey, Howes & Javer
Colorado
$396K -$61.4K -5,712 -13%
BAM
278
Berkshire Asset Management
Pennsylvania
$394K +$51.7K +4,806 +15%
WAM
279
Weatherly Asset Management
California
$392K +$133K +12,390 +52%
RI
280
Ridgewood Investments
New Jersey
$389K -$10K -930 -3%
RWM
281
Ritholtz Wealth Management
New York
$387K +$160K +14,940 +71%
HI
282
Hendershot Investments
Virginia
$386K +$32.4K +3,018 +9%
Bank of New York Mellon
283
Bank of New York Mellon
New York
$385K -$3.22K -300 -0.8%
HA
284
Harborview Advisors
Maine
$374K +$374K +34,734 New
SI
285
SII Investments
Wisconsin
$371K -$20.3K -1,878 -5%
AI
286
Atria Investments
North Carolina
$368K +$1.1K +102 +0.3%
GP
287
Girard Partners
Pennsylvania
$366K -$7.55K -702 -2%
MML Investors Services
288
MML Investors Services
Massachusetts
$359K – – –
VWA
289
V Wealth Advisors
Kansas
$359K +$602 +54 +0.2%
GWM
290
Greenwich Wealth Management
Connecticut
$355K – – –
CTA
291
Chesley Taft & Associates
Illinois
$352K – – –
TH
292
Timber Hill
Connecticut
$346K – – –
QCMNJ
293
Quantum Capital Management (New Jersey)
New Jersey
$342K -$7.94K -738 -2%
SLA
294
Silver Lake Advisory
Utah
$339K +$24.7K +2,292 +8%
SAM
295
Summit Asset Management
Tennessee
$335K – – –
CPIG
296
Chicago Partners Investment Group
Illinois
$329K +$77.9K +7,254 +31%
SFG
297
StrategIQ Financial Group
Indiana
$326K -$7.04K -654 -2%
NEGWA
298
New England Guild Wealth Advisors
Connecticut
$323K +$323K +30,000 New
ACP
299
Aviance Capital Partners
Florida
$322K +$322K +29,952 New
MA
300
MCF Advisors
Kentucky
$321K -$463K -43,122 -59%
10 11
12
13 14