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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

356 hedge funds and large institutions have $3.86B invested in Schwab US Broad Market ETF in 2017 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 165 increasing their positions, 113 reducing their positions, and 19 closing their positions.

Holders
356
Holders Change
+20
Holders Change %
+5.95%
% of All Funds
8.89%
Holding in Top 10
51
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.27%
New
41
Increased
165
Reduced
113
Closed
19
Calls
$1.93M
Puts
$408K
Net Calls
+$1.52M
Net Calls Change
+$1.01M

Top Buyers

1
MFRM
1
Milliman Financial Risk Management
Illinois
$1.11B
2
W
2
Wealthfront
California
$427M
3
Northern Trust
3
Northern Trust
Illinois
$97.8M
4
AIP
4
Almanack Investment Partners
Pennsylvania
$10.4M
5
TSS
5
Two Sigma Securities
New York
$6.77M

Top Sellers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$120M
2
AP
2
Agilis Partners
Massachusetts
$45.1M
3
Jane Street
3
Jane Street
New York
$234K
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$10.7M
5
SFSG
5
Stearns Financial Services Group
North Carolina
$5.64M
Name Market Value Shares Shares
Change 		Shares
Change %
MFT
301
Moisand Fitzgerald Tamayo
Florida
$147K 14,508 +14,508 New
CDIA
302
Capital Directions Investment Advisors
Georgia
$137K 13,500 +13,500 New
GBBWRPM
303
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$127K 12,558 -2,136 -15%
AFNAS
304
American Financial Network Advisory Services
California
$123K 12,144 +12,144 New
WAM
305
Wealthspire Advisors (Maryland)
Maryland
$118K 11,598 +3,048 +36%
RWA
306
Ropes Wealth Advisors
Massachusetts
$110K 10,866 -7,872 -42%
MA
307
MUFG Americas
New York
$102K 10,026 – –
AC
308
Alexandria Capital
Virginia
$102K 10,008 – –
PNC Financial Services Group
309
PNC Financial Services Group
Pennsylvania
$99K 9,750 +1,308 +15%
SFSIG
310
San Francisco Sentry Investment Group
California
$99K 9,750 +9,750 New
PA
311
Parallel Advisors
California
$89K 8,520 -2,634 -24%
HI
312
Hudock Inc
Pennsylvania
$87K 8,604 +8,604 New
SEI Investments
313
SEI Investments
Pennsylvania
$78K 7,740 +354 +5%
AWM
314
AllSquare Wealth Management
New York
$77K 7,590 – –
Bank of Montreal
315
Bank of Montreal
Ontario, Canada
$75K 7,362 +432 +6%
SIAP
316
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$71K 7,014 – –
GRP
317
Global Retirement Partners
California
$69K 6,828 +4,650 +213%
US Bancorp
318
US Bancorp
Minnesota
$67K 6,582 – –
VIA
319
Vantage Investment Advisors
Pennsylvania
$66K 6,456 +1,422 +28%
BAM
320
Barrett Asset Management
New York
$65K 6,390 – –
TIM
321
Tortoise Investment Management
New York
$63K 6,246 – –
OAM
322
Oppenheimer Asset Management
New York
$59K 5,790 – –
RFA
323
Reilly Financial Advisors
California
$58K 5,670 -600 -10%
WAP
324
Wealthcare Advisory Partners
Pennsylvania
$52K 5,148 +5,148 New
ST
325
Smithfield Trust
Pennsylvania
$50K 4,920 – –
11 12
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