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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.

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
1
UBS Group
Switzerland
$124M
2
W
2
Wealthfront
California
$352M
3
AP
3
Agilis Partners
Massachusetts
$71.3M
4
Northern Trust
4
Northern Trust
Illinois
$51.6M
5
MFRM
5
Milliman Financial Risk Management
Illinois
$418M

Top Sellers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$368K
2
MWM
2
Merriman Wealth Management
Washington
$0
3
FPCG
3
Fort Pitt Capital Group
Pennsylvania
$34.8M
4
SG Americas Securities
4
SG Americas Securities
New York
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
326
Gradient Investments
Minnesota
$8K +$8K +780 New
WC
327
Whitnell & Co
Illinois
$7K – – –
QI
328
QS Investors
New York
$6K -$11.4K -1,140 -66%
WA
329
Winfield Associates
Ohio
$6K +$3.47K +330 +138%
VCM
330
Versant Capital Management
Arizona
$2K +$737 +84 +58%
FMP
331
Financial Management Professionals
Texas
$1K -$2.42K -276 -71%
SPIA
332
Steward Partners Investment Advisory
New York
$1K – – –
DSN
333
D. Scott Neal
Kentucky
$1K +$235 +24 +31%
AIM
334
Anchor Investment Management
South Carolina
$585 – – –
MWM
335
Merriman Wealth Management
Washington
– -$14M -1,475,052 Closed
SG Americas Securities
336
SG Americas Securities
New York
– -$8.63M -907,308 Closed
Credit Agricole
337
Credit Agricole
France
– -$4.13M -309,678 Closed
SIC
338
Salem Investment Counselors
North Carolina
– -$1.13M -119,400 Closed
TW
339
Transform Wealth
Colorado
– -$716K -75,252 Closed
CIBC Private Wealth Group
340
CIBC Private Wealth Group
Georgia
– -$590K -61,992 Closed
RC
341
RegentAtlantic Capital
New Jersey
– -$547K -57,546 Closed
SWP
342
Stratos Wealth Partners
Ohio
– -$483K -50,796 Closed
SHWM
343
Smith & Howard Wealth Management
Georgia
– -$273K -28,734 Closed
HIC
344
Hartline Investment Corp
Illinois
– -$239K -25,176 Closed
SWM
345
Stockman Wealth Management
Montana
– -$216K -22,716 Closed
TFO
346
Tarbox Family Office
California
– -$131K -13,734 Closed
TCM
347
Tradewinds Capital Management
Washington
– -$25K -2,592 Closed
FPFS
348
First Personal Financial Services
North Carolina
– -$23K -2,442 Closed
BCM
349
Blume Capital Management
California
– -$3K -342 Closed
ATC
350
Adirondack Trust Company
New York
– -$3K -318 Closed
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