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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

356 hedge funds and large institutions have $3.86B invested in Schwab US Broad Market ETF in 2017 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 165 increasing their positions, 113 reducing their positions, and 19 closing their positions.

Holders
356
Holders Change
+20
Holders Change %
+5.95%
% of All Funds
8.89%
Holding in Top 10
51
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.27%
New
41
Increased
165
Reduced
113
Closed
19
Calls
$1.93M
Puts
$408K
Net Calls
+$1.52M
Net Calls Change
+$1.01M

Top Buyers

1
MFRM
1
Milliman Financial Risk Management
Illinois
$1.11B
2
W
2
Wealthfront
California
$427M
3
Northern Trust
3
Northern Trust
Illinois
$97.8M
4
AIP
4
Almanack Investment Partners
Pennsylvania
$10.4M
5
TSS
5
Two Sigma Securities
New York
$6.77M

Top Sellers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$120M
2
AP
2
Agilis Partners
Massachusetts
$45.1M
3
Jane Street
3
Jane Street
New York
$234K
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$10.7M
5
SFSG
5
Stearns Financial Services Group
North Carolina
$5.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
Brown Advisory
26
Brown Advisory
Maryland
$26.3M +$1.01M +99,192 +4%
PCA
27
Personal Capital Advisors
California
$24.2M -$1.54M -151,800 -6%
FMWA
28
Forvis Mazars Wealth Advisors
Missouri
$24.1M +$1.13M +111,306 +5%
KFA
29
Kays Financial Advisory
Georgia
$23.1M +$962K +94,746 +4%
NSAM
30
North Star Asset Management
Wisconsin
$22.3M +$1.31M +128,568 +6%
SFS
31
Summit Financial Strategies
Ohio
$20.6M +$924K +90,978 +5%
BFG
32
Bouchey Financial Group
New York
$17.9M +$978K +96,390 +6%
CCWA
33
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$17.8M +$2.19M +215,658 +14%
Fiera Capital (Canada)
34
Fiera Capital (Canada)
Quebec, Canada
$17.1M -$986K -97,086 -5%
FC
35
Financial Consulate
Maryland
$16.1M +$171K +16,872 +1%
AAC
36
Asset Advisors Corp
Georgia
$16M +$534K +52,590 +3%
IA
37
IFP Advisors
Florida
$15.9M -$516K -50,874 -3%
BJ
38
Brouwer & Janachowski
California
$14.6M -$1.11M -109,044 -7%
K
39
Kemper
Illinois
$14.5M – – –
SA
40
Strategic Advisors
New York
$13.5M +$663K +65,292 +5%
CHJWM
41
Carlton Hofferkamp & Jenks Wealth Management
Texas
$13.1M +$499K +49,170 +4%
SFG
42
SNS Financial Group
Minnesota
$12.9M +$1.33M +130,680 +11%
FANJ
43
Financial Architects (New Jersey)
New Jersey
$12.3M +$669K +65,856 +6%
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$11.8M +$1.71M +168,750 +17%
BC
45
Bartlett & Co
Ohio
$11.5M +$80K +7,884 +0.7%
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$10.7M -$4.27M -399,462 -29%
AIP
47
Almanack Investment Partners
Pennsylvania
$10.4M +$8.81M +868,272 +555%
WAM
48
Watermark Asset Management
California
$10.3M +$1.28M +126,552 +14%
RBC
49
Roble Belko & Company
Pennsylvania
$10.3M +$464K +45,744 +5%
Morgan Stanley
50
Morgan Stanley
New York
$10.1M -$1.6M -157,170 -14%
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