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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

257 hedge funds and large institutions have $1.74B invested in Schwab US Broad Market ETF in 2016 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 128 increasing their positions, 69 reducing their positions, and 11 closing their positions.

Holders
257
Holders Change
+17
Holders Change %
+7.08%
% of All Funds
6.87%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.91%
New
32
Increased
128
Reduced
69
Closed
11
Calls
$3.68M
Puts
$587K
Net Calls
+$3.09M
Net Calls Change
-$88K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$43.2M
2
W
2
Wealthfront
California
$176M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$27.5M
4
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$128M
5
BJ
5
Brouwer & Janachowski
California
$52.8M

Top Sellers

1
DWM
1
Destination Wealth Management
California
$3.15M
2
MFRM
2
Milliman Financial Risk Management
Illinois
$237M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$0
4
LPL Financial
4
LPL Financial
California
$4.97M
5
AP
5
Agilis Partners
Massachusetts
$51.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$13.1M 1,568,070 +29,382 +2%
FMWA
27
Forvis Mazars Wealth Advisors
Missouri
$12.3M 1,469,934 +386,394 +36%
K
28
Kemper
Illinois
$12M 1,429,506 +624,492 +78%
BlackRock
29
BlackRock
New York
$10.1M 1,201,758 +44,016 +4%
BC
30
Bartlett & Co
Ohio
$9.96M 1,188,186 +34,794 +3%
IA
31
IFP Advisors
Florida
$9.9M 1,181,322 +1,181,310 +9,844,250%
SFSG
32
Stearns Financial Services Group
North Carolina
$9.6M 1,144,680 -6,174 -0.5%
BFG
33
Bouchey Financial Group
New York
$9.12M 1,087,614 +246,306 +29%
GA
34
Gateway Advisory
New Jersey
$8.97M 1,048,578 -353,706 -25%
CHJWM
35
Carlton Hofferkamp & Jenks Wealth Management
Texas
$8.7M 1,037,244 +42,492 +4%
Morgan Stanley
36
Morgan Stanley
New York
$8.37M 998,862 -61,146 -6%
RMC
37
Regis Management Company
California
$7.7M 918,030 -3,618 -0.4%
SBL
38
Sargent Bickham Lagudis
Colorado
$7.46M 889,404 -32,376 -4%
CCWA
39
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.23M 862,092 +251,004 +41%
HCM
40
Hengehold Capital Management
Ohio
$6.85M 816,882 +12,504 +2%
Bank of America
41
Bank of America
North Carolina
$6.78M 808,380 +204,270 +34%
RBC
42
Roble Belko & Company
Pennsylvania
$6.53M 778,668 +60,054 +8%
FANJ
43
Financial Architects (New Jersey)
New Jersey
$6.16M 734,688 +2,082 +0.3%
ADL
44
Asset Dedication LLC
California
$5.97M 711,348 +24,090 +4%
BCMO
45
Buckingham Capital Management (Ohio)
Ohio
$5.82M 694,650 +10,944 +2%
AAC
46
Asset Advisors Corp
Georgia
$5.81M 693,090 +82,950 +14%
PS
47
Portfolio Solutions
Michigan
$5.72M 681,732 +1,962 +0.3%
SA
48
Strategic Advisors
New York
$5.56M 663,444 -5,676 -0.8%
MAS
49
Madden Advisory Services
Florida
$5.38M 641,478 -8,844 -1%
WA
50
WBH Advisory
Maryland
$5.32M 634,656 +12,972 +2%
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