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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

240 hedge funds and large institutions have $1.62B invested in Schwab US Broad Market ETF in 2016 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 110 increasing their positions, 73 reducing their positions, and 23 closing their positions.

Holders
240
Holders Change
+2
Holders Change %
+0.84%
% of All Funds
6.41%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.88%
New
27
Increased
110
Reduced
73
Closed
23
Calls
$3.41M
Puts
$231K
Net Calls
+$3.18M
Net Calls Change
+$1.57M

Top Buyers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$106M
2
MFRM
2
Milliman Financial Risk Management
Illinois
$258M
3
HP
3
HT Partners
Connecticut
$74.7M
4
Betterment LLC
4
Betterment LLC
New York
$93.5M
5
W
5
Wealthfront
California
$136M

Top Sellers

1
MIAN
1
Mariner Independent Advisor Network
Kansas
$8.72M
2
Bank of America
2
Bank of America
North Carolina
$4.96M
3
AA
3
Apriem Advisors
California
$1.99M
4
PA
4
Planning Alternatives
Michigan
$42.5M
5
FPCG
5
Fort Pitt Capital Group
Pennsylvania
$30.9M
Name Market Value Shares Shares
Change 		Shares
Change %
AA
76
Apriem Advisors
California
$1.99M 241,626 -3,229,968 -93%
SAM
77
Sawgrass Asset Management
Florida
$1.98M 241,500 – –
MWM
78
MinichMacGregor Wealth Management
New York
$1.98M 241,254 +18,978 +9%
GAM
79
Gemmer Asset Management
California
$1.94M 235,800 +60,018 +34%
BCI
80
Brinker Capital Investments
Pennsylvania
$1.93M 234,462 +24,858 +12%
IAS
81
IMA Advisory Services
Colorado
$1.76M 222,492 -133,602 -38%
JFG
82
JMG Financial Group
Illinois
$1.75M 213,510 +4,662 +2%
BL
83
BCWM LLC
Kansas
$1.74M 212,142 +2,676 +1%
GAM
84
Garrison Asset Management
Arkansas
$1.63M 198,924 +90 +0%
BAS
85
Brown Advisory Securities
Maryland
$1.62M 197,580 – –
FG
86
Fiduciary Group
Georgia
$1.62M 196,974 -2,646 -1%
KIA
87
KCM Investment Advisors
California
$1.51M 183,558 -15,600 -8%
PP
88
Pegasus Partners
Wisconsin
$1.4M 170,040 -1,650 -1%
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$1.4M 169,824 -23,166 -12%
JWA
90
JFS Wealth Advisors
Pennsylvania
$1.38M 168,060 +28,536 +20%
TFF
91
The Family Firm
Maryland
$1.28M 155,622 +2,106 +1%
AMG
92
Asset Management Group
Connecticut
$1.2M 146,052 +2,712 +2%
HCMT
93
Highland Capital Management (Tennessee)
Tennessee
$1.2M 145,566 -1,170 -0.8%
GWM
94
Gupta Wealth Management
California
$1.19M 144,912 +107,478 +287%
KF
95
Krilogy Financial
Missouri
$1.15M 139,824 +139,824 New
IF
96
Ironwood Financial
Arizona
$1.04M 126,474 +126,474 New
AF
97
Allworth Financial
California
$1.01M 122,568 +16,038 +15%
LRPA
98
L. Roy Papp & Associates
Arizona
$1M 121,938 +6,930 +6%
UBS Group
99
UBS Group
Switzerland
$992K 120,744 +3,648 +3%
BBPWM
100
Blue Bell Private Wealth Management
Pennsylvania
$956K 116,388 -226,056 -66%
2 3
4
5 6