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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

309 hedge funds and large institutions have $2.39B invested in Schwab US Broad Market ETF in 2016 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 158 increasing their positions, 55 reducing their positions, and 23 closing their positions.

Holders
309
Holders Change
+40
Holders Change %
+14.87%
% of All Funds
7.74%
Holding in Top 10
44
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+29.41%
% of All Funds
1.1%
New
66
Increased
158
Reduced
55
Closed
23
Calls
$4.28M
Puts
$597K
Net Calls
+$3.68M
Net Calls Change
+$753K

Top Buyers

1
TIM
1
Total Investment Management
Arizona
$41.5M
2
MFRM
2
Milliman Financial Risk Management
Illinois
$340M
3
CAI
3
Capital Advisors Inc
Oklahoma
$32.6M
4
CWM
4
Circle Wealth Management
New Jersey
$24.6M
5
PCA
5
Personal Capital Advisors
California
$24M

Top Sellers

1
AP
1
Agilis Partners
Massachusetts
$48.1M
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$139M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$0
4
BJ
4
Brouwer & Janachowski
California
$44.9M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$4.87M
Name Market Value Shares Shares
Change 		Shares
Change %
KFA
26
Kays Financial Advisory
Georgia
$19.6M 362,308 +19,829 +6%
FMWA
27
Forvis Mazars Wealth Advisors
Missouri
$17.9M 331,122 +31,712 +11%
NSAM
28
North Star Asset Management
Wisconsin
$17.8M 328,186 +14,100 +4%
HDIM
29
Hanson & Doremus Investment Management
Vermont
$17.2M 318,235 +91,152 +40%
Wells Fargo
30
Wells Fargo
California
$16.8M 309,606 +27,540 +10%
SFS
31
Summit Financial Strategies
Ohio
$16.2M 299,290 +12,061 +4%
K
32
Kemper
Illinois
$12.9M 238,251 – –
BFG
33
Bouchey Financial Group
New York
$12.3M 226,103 +16,056 +8%
FC
34
Financial Consulate
Maryland
$11.9M 219,097 -75,504 -26%
CCWA
35
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$11.3M 208,589 +21,700 +12%
FANJ
36
Financial Architects (New Jersey)
New Jersey
$11.1M 204,973 +72,480 +55%
IA
37
IFP Advisors
Florida
$11M 203,650 +13,086 +7%
CHJWM
38
Carlton Hofferkamp & Jenks Wealth Management
Texas
$10.5M 194,685 +20,756 +12%
SFSG
39
Stearns Financial Services Group
North Carolina
$10.2M 187,662 -4,554 -2%
Jane Street
40
Jane Street
New York
$10M 184,811 +94,628 +105%
BC
41
Bartlett & Co
Ohio
$9.96M 183,834 -2,015 -1%
Morgan Stanley
42
Morgan Stanley
New York
$9.8M 180,812 +9,395 +5%
Fiera Capital (Canada)
43
Fiera Capital (Canada)
Quebec, Canada
$9.57M 176,675 +117,637 +199%
BlackRock
44
BlackRock
New York
$9.52M 175,710 -15,942 -8%
SA
45
Strategic Advisors
New York
$9.25M 170,774 +58,209 +52%
GA
46
Gateway Advisory
New Jersey
$8.34M 154,012 -14,652 -9%
RMC
47
Regis Management Company
California
$8.29M 152,970 -85 -0.1%
AAC
48
Asset Advisors Corp
Georgia
$8.08M 149,035 +27,610 +23%
RBC
49
Roble Belko & Company
Pennsylvania
$7.94M 146,565 +13,224 +10%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$7.48M 138,013 +36,747 +36%
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