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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 %
FPFS
301
First Personal Financial Services
North Carolina
$23K – – –
PO
302
Private Ocean
California
$22K +$113 +12 +0.5%
YWP
303
YorkBridge Wealth Partners
New York
$17K +$5.63K +594 +50%
QI
304
QS Investors
New York
$17K +$17K +1,740 New
GWS
305
Glassman Wealth Services
Virginia
$15K – – –
GWM
306
Geneos Wealth Management
Colorado
$14K +$14K +1,536 New
SF
307
Synovus Financial
Georgia
$11K – – –
AIA
308
Armor Investment Advisors
North Carolina
$9K – – –
SWA
309
Sutton Wealth Advisors
Florida
$8.56K +$571 +60 +7%
MCM
310
Manchester Capital Management
Vermont
$7K – – –
WC
311
Whitnell & Co
Illinois
$7K – – –
GRP
312
Global Retirement Partners
California
$7K – – –
PCFFS
313
Pacific Center for Financial Services
California
$5K +$882 +90 +21%
ATC
314
Adirondack Trust Company
New York
$3K +$3K +318 New
BCM
315
Blume Capital Management
California
$3K +$3K +342 New
WA
316
Winfield Associates
Ohio
$2K – – –
SPIA
317
Steward Partners Investment Advisory
New York
$1K – – –
FMP
318
Financial Management Professionals
Texas
$1K – – –
DSN
319
D. Scott Neal
Kentucky
$1K +$769 +60 +333%
VCM
320
Versant Capital Management
Arizona
$1K +$833 +120 +500%
ECM
321
Exchange Capital Management
Michigan
$1K +$1K +120 New
QAM
322
QCI Asset Management
New York
$1K +$1K +150 New
AIM
323
Anchor Investment Management
South Carolina
$571 -$8.28K -870 -94%
NDSI
324
Newman Dignan & Sheerar Inc
Rhode Island
$357 +$90 +9,420 +33%
PPA
325
Parametric Portfolio Associates
Washington
– -$5.66M -626,754 Closed
10 11 12
13
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