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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 %
EVM
76
Eaton Vance Management
Massachusetts
$2.01M 240,060 -17,562 -7%
JFG
77
JMG Financial Group
Illinois
$1.92M 228,870 +15,360 +7%
CC
78
Callan Capital
California
$1.82M 217,026 -176,340 -45%
IAS
79
IMA Advisory Services
Colorado
$1.81M 223,644 +1,152 +0.5%
BL
80
BCWM LLC
Kansas
$1.81M 215,418 +3,276 +2%
FG
81
Fiduciary Group
Georgia
$1.72M 204,846 +7,872 +4%
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$1.7M 202,608 +32,784 +19%
BAS
83
Brown Advisory Securities
Maryland
$1.68M 200,460 +2,880 +1%
GAM
84
Garrison Asset Management
Arkansas
$1.67M 198,924 – –
KIA
85
KCM Investment Advisors
California
$1.62M 192,906 +9,348 +5%
JWA
86
JFS Wealth Advisors
Pennsylvania
$1.5M 178,728 +10,668 +6%
BBPWM
87
Blue Bell Private Wealth Management
Pennsylvania
$1.37M 162,984 +46,596 +40%
SG
88
Societe Generale
$1.37M 162,780 +162,780 New
SG Americas Securities
89
SG Americas Securities
New York
$1.37M 162,780 +162,780 New
KF
90
Krilogy Financial
Missouri
$1.35M 161,172 +21,348 +15%
VFS
91
VSR Financial Services
Kansas
$1.35M 160,392 -157,788 -50%
TFF
92
The Family Firm
Maryland
$1.34M 160,044 +4,422 +3%
PP
93
Pegasus Partners
Wisconsin
$1.34M 159,600 -10,440 -6%
CWM
94
Concert Wealth Management
California
$1.33M 158,094 +88,038 +126%
SMC
95
Smith, Moore & Co
Missouri
$1.33M 158,184 +116,772 +282%
BCM
96
Boltwood Capital Management
California
$1.25M 149,022 +32,604 +28%
HCMT
97
Highland Capital Management (Tennessee)
Tennessee
$1.25M 148,626 +3,060 +2%
AMG
98
Asset Management Group
Connecticut
$1.23M 146,790 +738 +0.5%
FTUS
99
Flow Traders U.S.
New York
$1.22M 144,972 +144,972 New
LTFS
100
Ladenburg Thalmann Financial Services
Florida
$1.19M 141,570 -125,082 -47%
2 3
4
5 6