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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

257 hedge funds and large institutions have $1.74B invested in Schwab US Broad Market ETF in 2016 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 128 increasing their positions, 69 reducing their positions, and 11 closing their positions.

Holders
257
Holders Change
+17
Holders Change %
+7.08%
% of All Funds
6.87%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.91%
New
32
Increased
128
Reduced
69
Closed
11
Calls
$3.68M
Puts
$587K
Net Calls
+$3.09M
Net Calls Change
-$88K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$43.2M
2
W
2
Wealthfront
California
$176M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$27.5M
4
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$128M
5
BJ
5
Brouwer & Janachowski
California
$52.8M

Top Sellers

1
DWM
1
Destination Wealth Management
California
$3.15M
2
MFRM
2
Milliman Financial Risk Management
Illinois
$237M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$0
4
LPL Financial
4
LPL Financial
California
$4.97M
5
AP
5
Agilis Partners
Massachusetts
$51.2M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
51
LPL Financial
California
$4.97M 592,776 -698,238 -54%
AIM
52
Advantage Investment Management
Iowa
$4.59M 547,140 -261,900 -32%
TPW
53
Tiller Private Wealth
Pennsylvania
$4.44M 529,398 -39,630 -7%
DG
54
Davidson & Garrard
Virginia
$3.31M 394,542 +10,728 +3%
RJA
55
Raymond James & Associates
Florida
$3.28M 391,380 +77,838 +25%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$3.19M 380,826 -220,944 -37%
DWM
57
Destination Wealth Management
California
$3.15M 376,152 -3,997,950 -91%
MPI
58
Mairs & Power Inc
Minnesota
$3.11M 370,380 +12,000 +3%
SC
59
Savant Capital
Illinois
$3.01M 359,262 +8,406 +2%
FI
60
FormulaFolio Investments
Michigan
$2.87M 341,886 +5,274 +2%
Jane Street
61
Jane Street
New York
$2.77M 329,808 -268,428 -45%
CFMC
62
Curbstone Financial Management Corp
New Hampshire
$2.72M 324,720 -34,500 -10%
SIA
63
Starfire Investment Advisers
Michigan
$2.61M 310,974 +2,544 +0.8%
SFM
64
Signature Financial Management
Virginia
$2.61M 310,680 +13,920 +5%
FA
65
Fagan Associates
New York
$2.42M 288,780 +22,572 +8%
MIAN
66
Mariner Independent Advisor Network
Kansas
$2.38M 283,926 +209,790 +283%
RC
67
Roundview Capital
New Jersey
$2.29M 273,450 +28,056 +11%
HighTower Advisors
68
HighTower Advisors
Illinois
$2.29M 273,366 +9,864 +4%
DW
69
Domani Wealth
Pennsylvania
$2.27M 270,558 +22,980 +9%
GAM
70
Gemmer Asset Management
California
$2.12M 253,110 +17,310 +7%
VWM
71
Vector Wealth Management
Minnesota
$2.09M 249,444 +249,444 New
BCI
72
Brinker Capital Investments
Pennsylvania
$2.05M 244,092 +9,630 +4%
AA
73
Apriem Advisors
California
$2.03M 242,064 +438 +0.2%
SAM
74
Sawgrass Asset Management
Florida
$2.03M 241,500 – –
MWM
75
MinichMacGregor Wealth Management
New York
$2.02M 241,332 +78 +0%
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