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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 %
VFA
376
Valeo Financial Advisors
Indiana
$87K +$76K +7,026 +689%
FAAS
377
First Allied Advisory Services
California
$85K +$85K +7,944 New
AWM
378
AllSquare Wealth Management
New York
$82K – – –
VIA
379
Vantage Investment Advisors
Pennsylvania
$80K +$10.7K +996 +15%
SIAP
380
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$75K – – –
US Bancorp
381
US Bancorp
Minnesota
$71K – – –
TIM
382
Tortoise Investment Management
New York
$71K +$4.11K +384 +6%
SWP
383
Stratos Wealth Partners
Ohio
$71K +$71K +6,642 New
BAM
384
Barrett Asset Management
New York
$69K – – –
Bank of Montreal
385
Bank of Montreal
Ontario, Canada
$68K -$11.3K -1,050 -14%
TFS
386
TrustCore Financial Services
Tennessee
$62K +$62K +5,736 New
RFA
387
Reilly Financial Advisors
California
$61K – – –
KJWM
388
Kiley Juergens Wealth Management
Washington
$59K +$59K +5,532 New
WAP
389
Wealthcare Advisory Partners
Pennsylvania
$56K +$260 +24 +0.5%
ST
390
Smithfield Trust
Pennsylvania
$53K – – –
WWM
391
Willingdon Wealth Management
North Carolina
$52K – – –
SSB
392
Sandy Spring Bank
Maryland
$51K – – –
BCP
393
Blackhawk Capital Partners
Wisconsin
$47K +$47K +4,338 New
CCM
394
Covington Capital Management
California
$40K – – –
NC
395
NewSquare Capital
Pennsylvania
$40K – – –
PMFA
396
Plante Moran Financial Advisors
Michigan
$36K +$36K +3,354 New
QAM
397
QCI Asset Management
New York
$35K – – –
CAC
398
Certified Advisory Corp
Florida
$35K +$35K +3,282 New
MCM
399
MV Capital Management
Maryland
$34K – – –
PO
400
Private Ocean
California
$34K +$9.22K +870 +37%
14 15
16
17 18