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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 %
PCM
326
Pointe Capital Management
Michigan
– -$2.92M -322,824 Closed
LRPA
327
L. Roy Papp & Associates
Arizona
– -$1.73M -191,130 Closed
MIAN
328
Mariner Independent Advisor Network
Kansas
– -$1.69M -187,422 Closed
FBFS
329
First Business Financial Services
Wisconsin
– -$1.66M -184,242 Closed
WKWM
330
Walter & Keenan Wealth Management
Indiana
– -$1.64M -181,008 Closed
VKH
331
Virtu KCG Holdings
New York
– -$1.49M -165,090 Closed
TSWM
332
Triangle Securities Wealth Management
North Carolina
– -$1.36M -150,660 Closed
SEI Investments
333
SEI Investments
Pennsylvania
– -$1.14M -126,654 Closed
WI
334
WrapManager Inc
California
– -$647K -71,646 Closed
MPM
335
Meritage Portfolio Management
Kansas
– -$629K -69,660 Closed
BWM
336
BerganKDV Wealth Management
Minnesota
– -$618K -68,406 Closed
AI
337
Atria Investments
North Carolina
– -$493K -54,564 Closed
BJL
338
Brighton Jones LLC
Washington
– -$366K -40,530 Closed
GMA
339
Goldstein Munger & Associates
California
– -$267K -29,622 Closed
CIC
340
Carnegie Investment Counsel
Ohio
– -$260K -28,374 Closed
SEIA
341
Signature Estate & Investment Advisors
California
– -$171K -18,954 Closed
JIC
342
Joel Isaacson & Co
New York
– -$70K -7,698 Closed
CIA
343
Cascade Investment Advisors
Oregon
– -$28.4K -3,150 Closed
SIG
344
Stanford Investment Group
California
– -$12K -1,278 Closed
BIMC
345
Benson Investment Management Company
Virginia
– -$11K -1,188 Closed
FTUS
346
Flow Traders U.S.
New York
– -$10K -1,122 Closed
WCM
347
Wealthcare Capital Management
Virginia
– -$7K -744 Closed
NFG
348
Next Financial Group
Texas
– -$2K -180 Closed
FAN
349
Financial Advisors Network
California
– -$662 -72 Closed
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