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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 Market Value Shares Shares
Change 		Shares
Change %
DSN
351
D. Scott Neal
Kentucky
$3K 252 +150 +147%
SPIA
352
Steward Partners Investment Advisory
New York
$2K 204 – –
AIM
353
Anchor Investment Management
South Carolina
$1.65K 162 +102 +170%
PFC
354
Phocas Financial Corp
California
– – – –
BA
355
Bristlecone Advisors
Washington
$1K 126 +126 New
LRPA
356
L. Roy Papp & Associates
Arizona
– – -289,590 Closed
Susquehanna International Group
357
Susquehanna International Group
Pennsylvania
– – -262,914 Closed
KFA
358
Kelleher Financial Advisors
New York
– – -249,240 Closed
TRCT
359
Tower Research Capital (TRC)
New York
– – -100,566 Closed
Citadel Advisors
360
Citadel Advisors
Florida
– – -50,322 Closed
LI
361
LVZ Inc
Michigan
– – -31,860 Closed
Mariner
362
Mariner
Kansas
– – -25,428 Closed
CCP
363
Clarkston Capital Partners
Michigan
– – -23,136 Closed
LWMT
364
Legacy Wealth Management (Tennessee)
Tennessee
– – -22,386 Closed
EHC
365
Everett Harris & Co
California
– – -22,200 Closed
WP
366
WealthPLAN Partners
Nebraska
– – -21,312 Closed
CWM
367
Cabot Wealth Management
Massachusetts
– – -20,730 Closed
HCC
368
Hirtle Callaghan & Co
Pennsylvania
– – -7,332 Closed
PFBT
369
Parkside Financial Bank & Trust
Missouri
– – -5,658 Closed
SF
370
Synovus Financial
Georgia
– – -3,900 Closed
NA
371
NewEdge Advisors
Louisiana
– – -1,242 Closed
FC
372
Ferris Capital
Massachusetts
– – -1,026 Closed
GI
373
Gradient Investments
Minnesota
– – -780 Closed
CG
374
Cutler Group
California
– – -90 Closed
FMP
375
Financial Management Professionals
Texas
$0 30 -84 -74%
12 13 14
15
16