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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

432 hedge funds and large institutions have $4.24B invested in Schwab US Broad Market ETF in 2017 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 190 increasing their positions, 95 reducing their positions, and 14 closing their positions.

Holders
432
Holders Change
+76
Holders Change %
+21.35%
% of All Funds
9.81%
Holding in Top 10
61
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+19.61%
% of All Funds
1.39%
New
93
Increased
190
Reduced
95
Closed
14
Calls
$1.07M
Puts
$219K
Net Calls
+$850K
Net Calls Change
-$673K

Top Buyers

1
W
1
Wealthfront
California
$467M
2
Jane Street
2
Jane Street
New York
$14.5M
3
FPCG
3
Fort Pitt Capital Group
Pennsylvania
$48.4M
4
LPL Financial
4
LPL Financial
California
$15.1M
5
TSS
5
Two Sigma Securities
New York
$11.9M

Top Sellers

1
MFRM
1
Milliman Financial Risk Management
Illinois
$1.14B
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$103M
3
HP
3
HT Partners
Connecticut
$90.1M
4
Betterment LLC
4
Betterment LLC
New York
$140M
5
SIA
5
Starfire Investment Advisers
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Brown Advisory
26
Brown Advisory
Maryland
$27.9M 2,594,238 +2,310 +0.1%
SFC
27
SYM Financial Corp
Indiana
$27.9M 2,592,972 +2,592,972 New
FMWA
28
Forvis Mazars Wealth Advisors
Missouri
$26.9M 2,503,542 +126,138 +5%
KFA
29
Kays Financial Advisory
Georgia
$25.1M 2,335,308 +58,800 +3%
PCA
30
Personal Capital Advisors
California
$25.1M 2,333,256 -51,180 -2%
NSAM
31
North Star Asset Management
Wisconsin
$25M 2,324,748 +132,246 +6%
SFS
32
Summit Financial Strategies
Ohio
$22.6M 2,101,380 +74,484 +4%
CCWA
33
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$21.6M 2,013,042 +261,432 +15%
BFG
34
Bouchey Financial Group
New York
$21.1M 1,962,336 +195,690 +11%
Fiera Capital (Canada)
35
Fiera Capital (Canada)
Quebec, Canada
$20.7M 1,928,712 +244,620 +15%
AAC
36
Asset Advisors Corp
Georgia
$17.8M 1,655,820 +83,700 +5%
IA
37
IFP Advisors
Florida
$17.7M 1,646,700 +78,018 +5%
FC
38
Financial Consulate
Maryland
$16.9M 1,571,358 -11,118 -0.7%
SA
39
Strategic Advisors
New York
$16.3M 1,519,404 +189,294 +14%
K
40
Kemper
Illinois
$15.3M 1,426,290 – –
LPL Financial
41
LPL Financial
California
$15.1M 1,406,910 +770,844 +121%
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$14.7M 1,365,348 +206,496 +18%
SFG
43
SNS Financial Group
Minnesota
$14.5M 1,350,258 +75,054 +6%
Jane Street
44
Jane Street
New York
$14.5M 1,348,710 +1,325,646 +5,748%
OIWM
45
OptiFour Integrated Wealth Management
Virginia
$14.4M 1,336,476 +1,336,476 New
BJ
46
Brouwer & Janachowski
California
$14.2M 1,323,402 -117,930 -8%
CHJWM
47
Carlton Hofferkamp & Jenks Wealth Management
Texas
$14M 1,299,984 +12,636 +1%
FANJ
48
Financial Architects (New Jersey)
New Jersey
$13.7M 1,277,394 +69,654 +6%
AIP
49
Almanack Investment Partners
Pennsylvania
$13.2M 1,216,284 +191,544 +19%
HighTower Advisors
50
HighTower Advisors
Illinois
$12.7M 1,176,774 +346,920 +42%
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