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Schwab US Broad Market ETF
SCHB

309 hedge funds and large institutions have $2.39B invested in Schwab US Broad Market ETF in 2016 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 158 increasing their positions, 55 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

617% more call options, than puts

Call options by funds: $4.28M | Put options by funds: $597K

187% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 55

187% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 23

29% more funds holding in top 10

Funds holding in top 10: 34 → 44 (+10)

15% more capital invested

Capital invested by funds: $2.07B → $2.39B (+$320M)

15% more funds holding

Funds holding: 269 → 309 (+40)

7.03% more ownership

Funds ownership: 180.14% → 187.17% (+7%)

Holders
309
Holders Change
+40
Holders Change %
+14.87%
% of All Funds
7.73%
Holding in Top 10
44
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+29.41%
% of All Funds
1.1%
New
66
Increased
158
Reduced
55
Closed
23
Calls
$4.28M
Puts
$597K
Net Calls
+$3.68M
Net Calls Change
+$753K

Top Buyers

1
MFRM
Milliman Financial Risk Management
Illinois
+$34.6M
2
CAI
Capital Advisors Inc
Oklahoma
+$31.8M
3
PCA
Personal Capital Advisors
California
+$23.4M
4
FPCG
Fort Pitt Capital Group
Pennsylvania
+$22M
5
Betterment LLC
Betterment LLC
New York
+$13.8M

Top Sellers

1
AP
Agilis Partners
Massachusetts
-$26.3M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$24.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$20.1M
4
BJ
Brouwer & Janachowski
California
-$15.2M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$6.95M
Name Holding Trade Value Shares
Change 		Change in
Stake
SC
76
Savant Capital
Illinois
$3.4M +$152K +17,274 +5%
GAM
77
Gemmer Asset Management
California
$3.11M +$260K +29,556 +9%
SFM
78
Signature Financial Management
Virginia
$3.04M +$210K +23,838 +8%
FA
79
Fagan Associates
New York
$3.01M +$305K +34,626 +12%
Chevy Chase Trust
80
Chevy Chase Trust
Maryland
$3M +$2.44M +276,738 +497%
BBPWM
81
Blue Bell Private Wealth Management
Pennsylvania
$2.93M +$609K +69,132 +27%
SIA
82
Starfire Investment Advisers
Michigan
$2.92M +$72.8K +8,268 +3%
PCM
83
Pointe Capital Management
Michigan
$2.92M +$2.84M +322,824 New
SAMC
84
Spectrum Asset Management (California)
California
$2.87M +$1.74M +197,358 +163%
OA
85
Opes Advisors
California
$2.78M +$2.72M +308,352 New
RC
86
Roundview Capital
New Jersey
$2.75M +$82.5K +9,366 +3%
AG
87
Advisor Group
Arizona
$2.66M +$572K +64,902 +28%
BCI
88
Brinker Capital Investments
Pennsylvania
$2.57M +$280K +31,800 +13%
BAS
89
Brown Advisory Securities
Maryland
$2.5M +$674K +76,500 +38%
FG
90
Fiduciary Group
Georgia
$2.49M +$245K +27,762 +11%
MPI
91
Mairs & Power Inc
Minnesota
$2.48M -$211K -24,000 -8%
AIM
92
Advantage Investment Management
Iowa
$2.46M -$2.42M -274,674 -50%
TFF
93
The Family Firm
Maryland
$2.42M +$703K +79,776 +42%
STMM
94
South Texas Money Management
Texas
$2.42M +$1M +113,628 +74%
MWM
95
MinichMacGregor Wealth Management
New York
$2.31M +$80.2K +9,108 +4%
DWM
96
Destination Wealth Management
California
$2.29M +$108K +12,216 +5%
SAM
97
Sawgrass Asset Management
Florida
$2.27M +$55.2K +6,270 +3%
JFG
98
JMG Financial Group
Illinois
$2.27M -$1.48K -168 -0.1%
BCM
99
Boltwood Capital Management
California
$2.26M +$110K +12,510 +5%
AA
100
Apriem Advisors
California
$2.26M +$65.4K +7,422 +3%
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4
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