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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

240 hedge funds and large institutions have $1.62B invested in Schwab US Broad Market ETF in 2016 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 110 increasing their positions, 73 reducing their positions, and 23 closing their positions.

Holders
240
Holders Change
+2
Holders Change %
+0.84%
% of All Funds
6.41%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.88%
New
27
Increased
110
Reduced
73
Closed
23
Calls
$3.41M
Puts
$231K
Net Calls
+$3.18M
Net Calls Change
+$1.57M

Top Buyers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$106M
2
MFRM
2
Milliman Financial Risk Management
Illinois
$258M
3
HP
3
HT Partners
Connecticut
$74.7M
4
Betterment LLC
4
Betterment LLC
New York
$93.5M
5
W
5
Wealthfront
California
$136M

Top Sellers

1
MIAN
1
Mariner Independent Advisor Network
Kansas
$8.72M
2
Bank of America
2
Bank of America
North Carolina
$4.96M
3
AA
3
Apriem Advisors
California
$1.99M
4
PA
4
Planning Alternatives
Michigan
$42.5M
5
FPCG
5
Fort Pitt Capital Group
Pennsylvania
$30.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
GA
26
Gateway Advisory
New Jersey
$11.5M -$5.44M -662,130 -32%
LPL Financial
27
LPL Financial
California
$10.5M +$1.11M +135,960 +12%
BlackRock
28
BlackRock
New York
$9.51M -$71K -8,646 -0.7%
BC
29
Bartlett & Co
Ohio
$9.47M +$320K +38,994 +3%
SFSG
30
Stearns Financial Services Group
North Carolina
$9.45M -$7.96M -968,826 -46%
FMWA
31
Forvis Mazars Wealth Advisors
Missouri
$8.9M +$3.64M +443,208 +69%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$8.75M -$1.46M -178,308 -14%
MIAN
33
Mariner Independent Advisor Network
Kansas
$8.72M -$123M -1,048,500 -93%
Morgan Stanley
34
Morgan Stanley
New York
$8.71M +$1.49M +181,752 +21%
CHJWM
35
Carlton Hofferkamp & Jenks Wealth Management
Texas
$8.17M +$547K +66,540 +7%
SBL
36
Sargent Bickham Lagudis
Colorado
$7.57M +$7.57M +921,780 New
RMC
37
Regis Management Company
California
$7.57M +$5.33M +648,828 +238%
BFG
38
Bouchey Financial Group
New York
$6.91M +$263K +32,022 +4%
AIM
39
Advantage Investment Management
Iowa
$6.65M +$83.5K +10,170 +1%
K
40
Kemper
Illinois
$6.61M +$6.61M +805,014 New
HCM
41
Hengehold Capital Management
Ohio
$6.61M -$190K -23,154 -3%
FANJ
42
Financial Architects (New Jersey)
New Jersey
$6.02M +$918K +111,714 +18%
RBC
43
Roble Belko & Company
Pennsylvania
$5.9M +$5.39M +656,058 +1,049%
ADL
44
Asset Dedication LLC
California
$5.65M -$621K -75,636 -10%
BCMO
45
Buckingham Capital Management (Ohio)
Ohio
$5.62M +$395K +48,144 +8%
PS
46
Portfolio Solutions
Michigan
$5.58M +$4.76M +579,846 +580%
SA
47
Strategic Advisors
New York
$5.5M +$439K +53,388 +9%
MAS
48
Madden Advisory Services
Florida
$5.34M +$62K +7,548 +1%
WA
49
WBH Advisory
Maryland
$5.11M +$1.88M +229,134 +58%
CCWA
50
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.02M +$622K +75,690 +14%
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