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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 %
IAS
51
IMA Advisory Services
Colorado
$9.78M +$488K +48,102 +5%
BCMO
52
Buckingham Capital Management (Ohio)
Ohio
$9.35M +$486K +47,838 +5%
BBPWM
53
Blue Bell Private Wealth Management
Pennsylvania
$9.3M +$1.25M +123,174 +16%
WA
54
WBH Advisory
Maryland
$9.1M +$218K +21,474 +2%
BlackRock
55
BlackRock
New York
$8.92M -$612K -60,258 -6%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$8.61M +$2.39M +235,548 +38%
RMC
57
Regis Management Company
California
$8.53M -$687K -67,626 -7%
HighTower Advisors
58
HighTower Advisors
Illinois
$8.42M +$1.23M +121,098 +17%
PS
59
Portfolio Solutions
Michigan
$8.14M +$27.3K +2,688 +0.3%
MAS
60
Madden Advisory Services
Florida
$7.85M +$260K +25,638 +3%
SWM
61
SigFig Wealth Management
California
$6.87M -$128K -12,648 -2%
MWM
62
Meridian Wealth Management
Kentucky
$6.81M -$556K -54,750 -8%
TSS
63
Two Sigma Securities
New York
$6.77M +$6.77M +666,828 New
AWMG
64
Alliance Wealth Management Group
New Jersey
$6.73M +$3.55M +351,816 +112%
CCA
65
Cobblestone Capital Advisors
New York
$6.68M +$1.42M +140,100 +27%
LPL Financial
66
LPL Financial
California
$6.46M -$1.3M -128,226 -17%
GAM
67
Gemmer Asset Management
California
$6.13M +$924K +91,020 +18%
ADL
68
Asset Dedication LLC
California
$5.81M -$814K -80,292 -12%
CP
69
Corbenic Partners
Pennsylvania
$5.81M +$505K +49,788 +10%
GA
70
Gateway Advisory
New Jersey
$5.75M -$120K -11,790 -2%
IWMA
71
Ironwood Wealth Management (Arizona)
Arizona
$5.73M +$5.73M +564,234 New
DW
72
Domani Wealth
Pennsylvania
$5.66M +$273K +26,922 +5%
SFSG
73
Stearns Financial Services Group
North Carolina
$5.64M -$4.08M -401,772 -42%
SBL
74
Sargent Bickham Lagudis
Colorado
$5.63M -$157K -15,438 -3%
SAMC
75
Spectrum Asset Management (California)
California
$5.55M +$77.7K +7,650 +1%
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