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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

269 hedge funds and large institutions have $2.07B invested in Schwab US Broad Market ETF in 2016 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 128 increasing their positions, 77 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
+12
Holders Change %
+4.67%
% of All Funds
7.19%
Holding in Top 10
34
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.91%
New
28
Increased
128
Reduced
77
Closed
14
Calls
$3.43M
Puts
$495K
Net Calls
+$2.93M
Net Calls Change
-$158K

Top Buyers

1
MFRM
1
Milliman Financial Risk Management
Illinois
$295M
2
W
2
Wealthfront
California
$226M
3
EK
3
Evensky & Katz
Florida
$106M
4
Northern Trust
4
Northern Trust
Illinois
$33.3M
5
Bank of America
5
Bank of America
North Carolina
$36.1M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
FC
2
Financial Consulate
Maryland
$15.4M
3
HDIM
3
Hanson & Doremus Investment Management
Vermont
$11.9M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$38.5M
5
HCM
5
Hengehold Capital Management
Ohio
$4.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
FC
26
Financial Consulate
Maryland
$15.4M -$7.6M -871,932 -33%
SFS
27
Summit Financial Strategies
Ohio
$15M +$963K +110,388 +7%
Wells Fargo
28
Wells Fargo
California
$14.8M +$1.08M +124,326 +8%
K
29
Kemper
Illinois
$12.5M – – –
HDIM
30
Hanson & Doremus Investment Management
Vermont
$11.9M -$5.93M -679,998 -33%
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$11.1M +$11.1M +1,328,010 New
BFG
32
Bouchey Financial Group
New York
$11M +$1.51M +172,668 +16%
SFSG
33
Stearns Financial Services Group
North Carolina
$10.1M +$75.1K +8,616 +0.8%
BlackRock
34
BlackRock
New York
$10M -$452K -51,846 -4%
IA
35
IFP Advisors
Florida
$9.97M -$331K -37,938 -3%
CCWA
36
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$9.78M +$2.26M +259,242 +30%
BC
37
Bartlett & Co
Ohio
$9.72M -$637K -73,092 -6%
CHJWM
38
Carlton Hofferkamp & Jenks Wealth Management
Texas
$9.1M +$55.2K +6,330 +0.6%
Morgan Stanley
39
Morgan Stanley
New York
$8.97M +$258K +29,640 +3%
GA
40
Gateway Advisory
New Jersey
$8.75M -$317K -36,594 -3%
RMC
41
Regis Management Company
California
$8.01M +$2.62K +300 +0%
RBC
42
Roble Belko & Company
Pennsylvania
$6.98M +$186K +21,378 +3%
FANJ
43
Financial Architects (New Jersey)
New Jersey
$6.93M +$526K +60,270 +8%
AAC
44
Asset Advisors Corp
Georgia
$6.35M +$309K +35,460 +5%
ADL
45
Asset Dedication LLC
California
$6.24M +$41.5K +4,764 +0.7%
BCMO
46
Buckingham Capital Management (Ohio)
Ohio
$5.95M -$112K -12,858 -2%
PS
47
Portfolio Solutions
Michigan
$5.95M – – –
SA
48
Strategic Advisors
New York
$5.89M +$104K +11,946 +2%
MAS
49
Madden Advisory Services
Florida
$5.88M +$282K +32,346 +5%
WA
50
WBH Advisory
Maryland
$5.64M +$104K +11,946 +2%
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