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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 %
SBL
51
Sargent Bickham Lagudis
Colorado
$7.08M 130,671 -14,721 -10%
PS
52
Portfolio Solutions
Michigan
$6.85M 126,485 +12,863 +11%
VWM
53
Vector Wealth Management
Minnesota
$6.66M 122,846 +30,850 +34%
BCMO
54
Buckingham Capital Management (Ohio)
Ohio
$6.37M 117,480 +3,848 +3%
ADL
55
Asset Dedication LLC
California
$6.34M 117,106 -2,246 -2%
WA
56
WBH Advisory
Maryland
$6.26M 115,620 +7,853 +7%
MAS
57
Madden Advisory Services
Florida
$6.17M 113,851 +1,547 +1%
SWM
58
SigFig Wealth Management
California
$6.02M 110,362 +110,362 New
MWM
59
Meridian Wealth Management
Kentucky
$5.69M 105,012 +105,012 New
PPA
60
Parametric Portfolio Associates
Washington
$5.66M 104,459 +104,459 New
LPL Financial
61
LPL Financial
California
$5.18M 95,018 +11,127 +13%
HighTower Advisors
62
HighTower Advisors
Illinois
$5.11M 94,233 +24,111 +34%
PP
63
PagnatoKarp Partners
Virginia
$4.94M 91,255 +91,255 New
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
$4.87M 89,849 -131,486 -59%
RJA
65
Raymond James & Associates
Florida
$4.62M 85,328 +22,155 +35%
TPW
66
Tiller Private Wealth
Pennsylvania
$4.48M 82,753 -2,771 -3%
HCM
67
Hengehold Capital Management
Ohio
$4.45M 82,184 -2,782 -3%
LTFS
68
Ladenburg Thalmann Financial Services
Florida
$4.39M 81,021 +55,214 +214%
FI
69
FormulaFolio Investments
Michigan
$3.94M 72,743 +7,925 +12%
DG
70
Davidson & Garrard
Virginia
$3.75M 69,152 -1,119 -2%
LCC
71
Lincoln Capital Corp
Rhode Island
$3.67M 67,712 +67,712 New
PFM
72
Peak Financial Management
Massachusetts
$3.59M 66,311 +66,311 New
AOWM
73
Alpha Omega Wealth Management
Virginia
$3.54M 65,303 +65,303 New
DW
74
Domani Wealth
Pennsylvania
$3.51M 64,742 +11,692 +22%
IAS
75
IMA Advisory Services
Colorado
$3.44M 63,476 +18,245 +40%
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