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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 Holding Trade Value Shares
Change 		Shares
Change %
SSB
326
Sandy Spring Bank
Maryland
$49K – – –
WWM
327
Willingdon Wealth Management
North Carolina
$49K +$49K +4,800 New
CCM
328
Covington Capital Management
California
$38K +$38K +3,696 New
NC
329
NewSquare Capital
Pennsylvania
$37K +$37K +3,690 New
QAM
330
QCI Asset Management
New York
$33K +$19.1K +1,878 +138%
MCM
331
MV Capital Management
Maryland
$32K – – –
PO
332
Private Ocean
California
$24K +$62 +6 +0.3%
AIM
333
Advantage Investment Management
Iowa
$21K -$5.85K -582 -22%
EWM
334
Edge Wealth Management
New York
$21K – – –
GWM
335
Geneos Wealth Management
Colorado
$21K – – –
YWP
336
YorkBridge Wealth Partners
New York
$18K – – –
PCFFS
337
Pacific Center for Financial Services
California
$17K +$4.8K +486 +39%
GWS
338
Glassman Wealth Services
Virginia
$16K – – –
NIC
339
Northwest Investment Counselors
Oregon
$15K – – –
JGIA
340
Jackson Grant Investment Advisers
Connecticut
$11K +$59 +6 +0.5%
SWA
341
Sutton Wealth Advisors
Florida
$10.4K +$731 +72 +8%
MCM
342
Manchester Capital Management
Vermont
$10K +$859 +84 +9%
VFA
343
Valeo Financial Advisors
Indiana
$10K +$10K +1,020 New
AIA
344
Armor Investment Advisors
North Carolina
$9K – – –
QI
345
QS Investors
New York
$9K +$3K +300 +50%
WC
346
Whitnell & Co
Illinois
$7K – – –
WA
347
Winfield Associates
Ohio
$6K – – –
Manulife (Manufacturers Life Insurance)
348
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4K +$4K +378 New
JPMorgan Chase & Co
349
JPMorgan Chase & Co
New York
$4K +$3.83K +408 +2,267%
VCM
350
Versant Capital Management
Arizona
$3K +$849 +90 +39%
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14
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