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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 %
HWA
326
Heritage Way Advisors
Illinois
$261K – – –
AWM
327
Avior Wealth Management
Nebraska
$260K -$2.84K -264 -1%
APP
328
Avantax Planning Partners
Iowa
$260K +$1.87K +174 +0.7%
DAM
329
Delta Asset Management
Tennessee
$258K +$258K +24,006 New
GI
330
GS Investments
Minnesota
$256K +$6.97K +648 +3%
LA
331
Leonetti & Associates
Illinois
$253K – – –
SMFS
332
Squar Milner Financial Services
California
$253K +$253K +22,116 New
SB
333
Simmons Bank
Arkansas
$252K -$31.9K -2,964 -11%
SWM
334
Stockman Wealth Management
Montana
$252K +$14.8K +1,380 +6%
LJAC
335
L.J. Altfest & Co
New York
$252K +$252K +23,430 New
CAN
336
Cetera Advisor Networks
California
$251K +$1.61K +150 +0.6%
HIC
337
Hartline Investment Corp
Illinois
$249K +$249K +23,136 New
FFWA
338
FRG Family Wealth Advisors
Washington
$248K – – –
PA
339
Paracle Advisors
Washington
$244K +$193 +18 +0.1%
CIC
340
Carnegie Investment Counsel
Ohio
$244K +$244K +22,620 New
CIBC Private Wealth Group
341
CIBC Private Wealth Group
Georgia
$240K -$4.46K -414 -2%
EAM
342
Evanson Asset Management
California
$239K -$3.62K -336 -1%
CCM
343
Carlson Capital Management
Minnesota
$232K +$9.47K +882 +4%
RCAG
344
Rehmann Capital Advisory Group
Michigan
$228K +$387 +36 +0.2%
PP
345
Palladium Partners
Virginia
$220K – – –
AMIM
346
Aull & Monroe Investment Management
Alabama
$219K -$4.52K -420 -2%
DADC
347
D.A. Davidson & Co
Montana
$219K – – –
RWA
348
River Wealth Advisors
Pennsylvania
$219K +$219K +20,406 New
WA
349
Wealth Architects
California
$218K -$32.3K -3,006 -13%
Wealth Enhancement Advisory Services
350
Wealth Enhancement Advisory Services
Minnesota
$216K +$216K +19,344 New
12 13
14
15 16