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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 %
FAIM
351
Financial Advocates Investment Management
Washington
$214K +$214K +19,884 New
GC
352
Grimes & Company
Massachusetts
$213K – – –
EWM
353
Empirical Wealth Management
Washington
$212K -$3.49K -324 -2%
PWMAG
354
Pinnacle Wealth Management Advisory Group
New Jersey
$212K -$1.16K -108 -0.5%
CSIA
355
Charles Schwab Investment Advisory
California
$209K +$209K +19,410 New
CCP
356
Clarkston Capital Partners
Michigan
$209K +$209K +19,452 New
FIG
357
FundX Investment Group
California
$202K +$202K +18,804 New
EHPM
358
Emery Howard Portfolio Management
California
$202K +$202K +18,810 New
MWM
359
Mission Wealth Management
California
$201K -$399K -37,080 -66%
AIA
360
Arcadia Investment Advisors
Idaho
$196K +$196K +18,216 New
APSP
361
Asset Planning Services (Pennsylvania)
Pennsylvania
$194K -$2.13K -198 -1%
FRA
362
Front Row Advisors
California
$174K +$174K +16,140 New
BWA
363
Burt Wealth Advisors
Maryland
$166K – – –
Citigroup
364
Citigroup
New York
$164K +$775 +72 +0.5%
IWP
365
Icon Wealth Partners
Texas
$163K +$163K +15,162 New
MFT
366
Moisand Fitzgerald Tamayo
Florida
$161K +$4.78K +444 +3%
RFC
367
Regions Financial Corp
Alabama
$147K +$147K +13,686 New
CDIA
368
Capital Directions Investment Advisors
Georgia
$145K – – –
GRP
369
Global Retirement Partners
California
$131K +$57.6K +5,358 +78%
PA
370
Parallel Advisors
California
$128K +$36.5K +3,396 +40%
WAM
371
Wealthspire Advisors (Maryland)
Maryland
$125K +$579 +54 +0.5%
AFNAS
372
American Financial Network Advisory Services
California
$114K -$16.7K -1,548 -13%
RWA
373
Ropes Wealth Advisors
Massachusetts
$112K -$4.84K -450 -4%
MA
374
MUFG Americas
New York
$108K – – –
PNC Financial Services Group
375
PNC Financial Services Group
Pennsylvania
$105K – – –
13 14
15
16 17