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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 %
SBH
301
Segall Bryant & Hamill
Illinois
$318K – – –
Carson Wealth (CWM LLC)
302
Carson Wealth (CWM LLC)
Nebraska
$318K – – –
PI
303
Pachira Investments
California
$317K +$7.3K +678 +2%
CAG
304
Crestwood Advisors Group
Massachusetts
$315K -$2.58K -240 -0.8%
ARMC
305
American Research & Management Company
Massachusetts
$307K +$7.75K +720 +3%
GC
306
Garde Capital
Washington
$304K +$16.1K +1,494 +6%
BFC
307
Bedel Financial Consulting
Indiana
$297K +$297K +27,654 New
TWA
308
TCI Wealth Advisors
Arizona
$296K +$4.06K +378 +1%
OIA
309
Optimum Investment Advisors
Illinois
$292K – – –
NPPM
310
North Point Portfolio Managers
Ohio
$290K – – –
WPA
311
West Paces Advisors
Georgia
$289K – – –
KBFS
312
Kohmann Bosshard Financial Services
Ohio
$288K -$184K -17,076 -39%
CA
313
Cetera Advisors
Colorado
$283K +$10.9K +1,014 +4%
LWMT
314
Legacy Wealth Management (Tennessee)
Tennessee
$283K +$283K +26,286 New
BIM
315
Baldwin Investment Management
Pennsylvania
$282K +$194 +18 +0.1%
GLA
316
Good Life Advisors
Pennsylvania
$279K -$47.5K -4,320 -15%
ECM
317
Exchange Capital Management
Michigan
$277K +$38.9K +3,618 +16%
WI
318
WrapManager Inc
California
$277K +$277K +25,764 New
MWA
319
MFA Wealth Advisors
Pennsylvania
$276K +$276K +24,396 New
AIM
320
Aspen Investment Management
Michigan
$274K +$59.1K +5,496 +27%
FIAS
321
FinTrust Investment Advisory Services
South Carolina
$271K +$10K +930 +4%
Cerity Partners
322
Cerity Partners
New York
$270K +$839 +78 +0.3%
CSIC
323
Clifford Swan Investment Counsel
California
$270K +$270K +25,098 New
CRC
324
Curi RMB Capital
Illinois
$266K +$266K +24,774 New
AAS
325
Annex Advisory Services
Wisconsin
$265K -$12.5K -1,164 -5%
11 12
13
14 15