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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 %
RFA
301
Reilly Financial Advisors
California
$61K +$17.1K +1,758 +39%
OAM
302
Oppenheimer Asset Management
New York
$56K +$928 +96 +2%
PFBT
303
Parkside Financial Bank & Trust
Missouri
$55K +$1.81K +186 +3%
VIA
304
Vantage Investment Advisors
Pennsylvania
$49K +$350 +36 +0.7%
ST
305
Smithfield Trust
Pennsylvania
$48K -$64.4K -6,600 -57%
SSB
306
Sandy Spring Bank
Maryland
$47K – – –
SF
307
Synovus Financial
Georgia
$38K +$26.3K +2,700 +225%
MCM
308
MV Capital Management
Maryland
$31K -$15.6K -1,596 -34%
AIM
309
Advantage Investment Management
Iowa
$26K -$2.64M -270,732 -99%
PO
310
Private Ocean
California
$23K +$59 +6 +0.3%
ECM
311
Exchange Capital Management
Michigan
$23K +$21.8K +2,226 +1,855%
EWM
312
Edge Wealth Management
New York
$21K -$11.4K -1,140 -35%
GRP
313
Global Retirement Partners
California
$21K +$13.6K +1,410 +184%
GWM
314
Geneos Wealth Management
Colorado
$20K +$5.62K +600 +39%
YWP
315
YorkBridge Wealth Partners
New York
$18K – – –
GWS
316
Glassman Wealth Services
Virginia
$16K – – –
NIC
317
Northwest Investment Counselors
Oregon
$15K +$15K +1,500 New
QAM
318
QCI Asset Management
New York
$13K +$11.6K +1,212 +808%
NA
319
NewEdge Advisors
Louisiana
$12.1K +$12.1K +1,242 New
PCFFS
320
Pacific Center for Financial Services
California
$12K +$7.05K +726 +142%
JGIA
321
Jackson Grant Investment Advisers
Connecticut
$11K +$11K +1,104 New
FC
322
Ferris Capital
Massachusetts
$10K +$10K +1,026 New
SWA
323
Sutton Wealth Advisors
Florida
$9.24K +$468 +48 +5%
AIA
324
Armor Investment Advisors
North Carolina
$9K – – –
MCM
325
Manchester Capital Management
Vermont
$9K +$1.45K +144 +19%
10 11 12
13
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