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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

269 hedge funds and large institutions have $2.07B invested in Schwab US Broad Market ETF in 2016 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 128 increasing their positions, 77 reducing their positions, and 14 closing their positions.

Holders
269
Holders Change
+12
Holders Change %
+4.67%
% of All Funds
7.19%
Holding in Top 10
34
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.91%
New
28
Increased
128
Reduced
77
Closed
14
Calls
$3.43M
Puts
$495K
Net Calls
+$2.93M
Net Calls Change
-$158K

Top Buyers

1
MFRM
1
Milliman Financial Risk Management
Illinois
$295M
2
W
2
Wealthfront
California
$226M
3
EK
3
Evensky & Katz
Florida
$106M
4
Northern Trust
4
Northern Trust
Illinois
$33.3M
5
Bank of America
5
Bank of America
North Carolina
$36.1M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
FC
2
Financial Consulate
Maryland
$15.4M
3
HDIM
3
Hanson & Doremus Investment Management
Vermont
$11.9M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$38.5M
5
HCM
5
Hengehold Capital Management
Ohio
$4.45M
Name Market Value Shares Shares
Change 		Shares
Change %
BBPWM
76
Blue Bell Private Wealth Management
Pennsylvania
$2.23M 255,672 +92,688 +57%
BCI
77
Brinker Capital Investments
Pennsylvania
$2.21M 253,218 +9,126 +4%
JFG
78
JMG Financial Group
Illinois
$2.19M 251,172 +22,302 +10%
FG
79
Fiduciary Group
Georgia
$2.16M 248,178 +43,332 +21%
MWM
80
MinichMacGregor Wealth Management
New York
$2.15M 246,846 +5,514 +2%
SAM
81
Sawgrass Asset Management
Florida
$2.14M 245,550 +4,050 +2%
AA
82
Apriem Advisors
California
$2.11M 242,376 +312 +0.1%
DWM
83
Destination Wealth Management
California
$2.11M 241,476 -134,676 -36%
BCM
84
Boltwood Capital Management
California
$2.07M 237,714 +88,692 +60%
EVM
85
Eaton Vance Management
Massachusetts
$2.06M 236,166 -3,894 -2%
AG
86
Advisor Group
Arizona
$2.01M 230,070 +127,350 +124%
MIAN
87
Mariner Independent Advisor Network
Kansas
$1.91M 218,784 -65,142 -23%
CC
88
Callan Capital
California
$1.87M 214,374 -2,652 -1%
BL
89
BCWM LLC
Kansas
$1.86M 212,826 -2,592 -1%
BAS
90
Brown Advisory Securities
Maryland
$1.75M 200,460 – –
Creative Planning
91
Creative Planning
Kansas
$1.74M 199,128 +157,800 +382%
GAM
92
Garrison Asset Management
Arkansas
$1.74M 198,930 +6 +0%
KIA
93
KCM Investment Advisors
California
$1.7M 194,700 +1,794 +0.9%
KF
94
Krilogy Financial
Missouri
$1.66M 190,878 +29,706 +18%
TFF
95
The Family Firm
Maryland
$1.65M 188,790 +28,746 +18%
JWA
96
JFS Wealth Advisors
Pennsylvania
$1.44M 165,066 -13,662 -8%
Millennium Management
97
Millennium Management
New York
$1.41M 161,424 +71,460 +79%
PP
98
Pegasus Partners
Wisconsin
$1.39M 159,600 – –
SMC
99
Smith, Moore & Co
Missouri
$1.36M 155,520 -2,664 -2%
LTFS
100
Ladenburg Thalmann Financial Services
Florida
$1.35M 154,842 +13,272 +9%
2 3
4
5 6