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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 Holding Trade Value Shares
Change 		Shares
Change %
SFG
51
SNS Financial Group
Minnesota
$9.05M +$9.05M +951,084 New
RMC
52
Regis Management Company
California
$8.73M – – –
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$8.68M +$809K +85,116 +10%
SG Americas Securities
54
SG Americas Securities
New York
$8.63M +$6.89M +724,374 +396%
WA
55
WBH Advisory
Maryland
$8.41M +$1.81M +190,488 +27%
WAM
56
Watermark Asset Management
California
$8.09M +$8.09M +850,380 New
LTFS
57
Ladenburg Thalmann Financial Services
Florida
$7.49M +$2.87M +301,782 +62%
PS
58
Portfolio Solutions
Michigan
$7.22M – – –
BCMO
59
Buckingham Capital Management (Ohio)
Ohio
$6.93M +$223K +23,484 +3%
MAS
60
Madden Advisory Services
Florida
$6.92M +$419K +44,058 +6%
MWM
61
Meridian Wealth Management
Kentucky
$6.67M +$677K +71,166 +11%
SWM
62
SigFig Wealth Management
California
$6.47M +$174K +18,258 +3%
LPL Financial
63
LPL Financial
California
$6.46M +$1.05M +110,736 +19%
ADL
64
Asset Dedication LLC
California
$6.31M -$376K -39,564 -6%
HighTower Advisors
65
HighTower Advisors
Illinois
$6.24M +$856K +89,940 +16%
BBPWM
66
Blue Bell Private Wealth Management
Pennsylvania
$5.89M +$2.8M +294,882 +91%
SBL
67
Sargent Bickham Lagudis
Colorado
$5.4M -$2.05M -215,964 -28%
DW
68
Domani Wealth
Pennsylvania
$5.26M +$1.57M +164,772 +42%
SAMC
69
Spectrum Asset Management (California)
California
$5.07M +$2.04M +214,776 +67%
GA
70
Gateway Advisory
New Jersey
$4.83M -$3.88M -411,414 -45%
HCM
71
Hengehold Capital Management
Ohio
$4.78M +$88.5K +9,306 +2%
TPW
72
Tiller Private Wealth
Pennsylvania
$4.71M -$7.99K -840 -0.2%
PP
73
PagnatoKarp Partners
Virginia
$4.66M -$550K -57,858 -11%
FI
74
FormulaFolio Investments
Michigan
$4.63M +$479K +50,400 +12%
DG
75
Davidson & Garrard
Virginia
$4.63M +$684K +71,910 +17%
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