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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 %
FMP
301
Financial Management Professionals
Texas
$3K 65 -400 -86%
NFG
302
Next Financial Group
Texas
$2K 30 – –
WA
303
Winfield Associates
Ohio
$2K 40 +40 New
SPIA
304
Steward Partners Investment Advisory
New York
$1K 34 +34 New
FAN
305
Financial Advisors Network
California
$662 12 +12 New
Envestnet Asset Management
306
Envestnet Asset Management
Illinois
– – -383,539 Closed
TRCT
307
Tower Research Capital (TRC)
New York
– – -81,102 Closed
PV
308
Private Vista
Illinois
– – -44,802 Closed
ACM
309
Avalon Capital Management
California
– – -13,768 Closed
GWM
310
Greenwich Wealth Management
Connecticut
– – -6,500 Closed
Mariner
311
Mariner
Kansas
– – -6,268 Closed
ICOA
312
Investment Centers of America
North Dakota
– – -5,974 Closed
SGAM
313
Steinberg Global Asset Management
Florida
– – -5,736 Closed
SB
314
Suntrust Banks
Georgia
– – -5,337 Closed
FF
315
Friedenthal Financial
New Jersey
– – -4,377 Closed
AA
316
Advisory Alpha
Michigan
– – -4,271 Closed
AMIM
317
Aull & Monroe Investment Management
Alabama
– – -4,142 Closed
BRWA
318
B. Riley Wealth Advisors
Florida
– – -4,060 Closed
Fifth Third Bancorp
319
Fifth Third Bancorp
Ohio
– – -1,800 Closed
S
320
SignatureFD
Georgia
– – -1,557 Closed
JFA
321
JNBA Financial Advisors
Minnesota
– – -1,557 Closed
ACM
322
Argentus Capital Management
Texas
– – -1,378 Closed
CA
323
CapWealth Advisors
Tennessee
– – -400 Closed
FIB
324
First Interstate Bank
Montana
– – -200 Closed
FNBT
325
FineMark National Bank & Trust
Florida
– – -104 Closed
10 11 12
13
14