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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

327 hedge funds and large institutions have $2.69B invested in Schwab US Broad Market ETF in 2017 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 173 increasing their positions, 72 reducing their positions, and 25 closing their positions.

Holders
327
Holders Change
+18
Holders Change %
+5.83%
% of All Funds
8.15%
Holding in Top 10
48
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.09%
% of All Funds
1.2%
New
47
Increased
173
Reduced
72
Closed
25
Calls
$1.24M
Puts
$902K
Net Calls
+$336K
Net Calls Change
-$3.35M

Top Buyers

1
W
1
Wealthfront
California
$295M
2
MFRM
2
Milliman Financial Risk Management
Illinois
$394M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$34M
4
MWM
4
Merriman Wealth Management
Washington
$14M
5
EK
5
Evensky & Katz
Florida
$133M

Top Sellers

1
BJ
1
Brouwer & Janachowski
California
$17M
2
OAJ
2
Ogorek Anthony Joseph
New York
$22.5M
3
FPCG
3
Fort Pitt Capital Group
Pennsylvania
$46.5M
4
Betterment LLC
4
Betterment LLC
New York
$130M
5
Jane Street
5
Jane Street
New York
$2.36M
Name Market Value Shares Shares
Change 		Shares
Change %
Brown Advisory
26
Brown Advisory
Maryland
$22.4M 2,353,566 +12,468 +0.5%
HDIM
27
Hanson & Doremus Investment Management
Vermont
$20.8M 2,186,856 +277,446 +15%
KFA
28
Kays Financial Advisory
Georgia
$20.7M 2,178,720 +4,872 +0.2%
FMWA
29
Forvis Mazars Wealth Advisors
Missouri
$20.6M 2,164,572 +177,840 +9%
NSAM
30
North Star Asset Management
Wisconsin
$19.7M 2,070,294 +101,178 +5%
SFS
31
Summit Financial Strategies
Ohio
$17.8M 1,875,240 +79,500 +4%
BJ
32
Brouwer & Janachowski
California
$17M 1,783,206 -3,186,774 -64%
BFG
33
Bouchey Financial Group
New York
$14.5M 1,524,870 +168,252 +12%
Fiera Capital (Canada)
34
Fiera Capital (Canada)
Quebec, Canada
$14.2M 1,495,812 +435,762 +41%
MWM
35
Merriman Wealth Management
Washington
$14M 1,475,052 +1,475,052 New
IA
36
IFP Advisors
Florida
$13.6M 1,432,710 +210,810 +17%
K
37
Kemper
Illinois
$13.6M 1,429,506 – –
AAC
38
Asset Advisors Corp
Georgia
$13.5M 1,422,300 +528,090 +59%
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$13.3M 1,401,078 +861,984 +160%
FANJ
40
Financial Architects (New Jersey)
New Jersey
$13.3M 1,398,114 +168,276 +14%
CCWA
41
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$13.2M 1,388,082 +136,548 +11%
FC
42
Financial Consulate
Maryland
$13.1M 1,378,824 +64,242 +5%
SA
43
Strategic Advisors
New York
$12.5M 1,311,792 +287,148 +28%
CHJWM
44
Carlton Hofferkamp & Jenks Wealth Management
Texas
$11.6M 1,222,014 +53,904 +5%
BC
45
Bartlett & Co
Ohio
$10.3M 1,083,492 -19,512 -2%
SFSG
46
Stearns Financial Services Group
North Carolina
$10.1M 1,065,378 -60,594 -5%
Morgan Stanley
47
Morgan Stanley
New York
$9.95M 1,045,752 -39,120 -4%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$9.88M 1,038,348 +815,898 +367%
BlackRock
49
BlackRock
New York
$9.23M 970,506 -83,754 -8%
RBC
50
Roble Belko & Company
Pennsylvania
$9.19M 966,684 +87,294 +10%
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