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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

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.

Holders
309
Holders Change
+40
Holders Change %
+14.87%
% of All Funds
7.74%
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
TIM
1
Total Investment Management
Arizona
$41.5M
2
MFRM
2
Milliman Financial Risk Management
Illinois
$340M
3
CAI
3
Capital Advisors Inc
Oklahoma
$32.6M
4
CWM
4
Circle Wealth Management
New Jersey
$24.6M
5
PCA
5
Personal Capital Advisors
California
$24M

Top Sellers

1
AP
1
Agilis Partners
Massachusetts
$48.1M
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$139M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$0
4
BJ
4
Brouwer & Janachowski
California
$44.9M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$4.87M
Name Market Value Shares Shares
Change 		Shares
Change %
SC
76
Savant Capital
Illinois
$3.4M 62,799 +2,879 +5%
GAM
77
Gemmer Asset Management
California
$3.11M 57,434 +4,926 +9%
SFM
78
Signature Financial Management
Virginia
$3.04M 56,173 +3,973 +8%
FA
79
Fagan Associates
New York
$3.01M 55,556 +5,771 +12%
Chevy Chase Trust
80
Chevy Chase Trust
Maryland
$3M 55,404 +46,123 +497%
BBPWM
81
Blue Bell Private Wealth Management
Pennsylvania
$2.93M 54,134 +11,522 +27%
SIA
82
Starfire Investment Advisers
Michigan
$2.92M 53,804 +1,378 +3%
PCM
83
Pointe Capital Management
Michigan
$2.92M 53,804 +53,804 New
SAMC
84
Spectrum Asset Management (California)
California
$2.87M 53,042 +32,893 +163%
OA
85
Opes Advisors
California
$2.78M 51,392 +51,392 New
RC
86
Roundview Capital
New Jersey
$2.76M 50,855 +1,561 +3%
AG
87
Advisor Group
Arizona
$2.66M 49,162 +10,817 +28%
BCI
88
Brinker Capital Investments
Pennsylvania
$2.57M 47,503 +5,300 +13%
BAS
89
Brown Advisory Securities
Maryland
$2.5M 46,160 +12,750 +38%
FG
90
Fiduciary Group
Georgia
$2.49M 45,990 +4,627 +11%
MPI
91
Mairs & Power Inc
Minnesota
$2.48M 45,730 -4,000 -8%
AIM
92
Advantage Investment Management
Iowa
$2.46M 45,459 -45,779 -50%
TFF
93
The Family Firm
Maryland
$2.43M 44,761 +13,296 +42%
STMM
94
South Texas Money Management
Texas
$2.42M 44,588 +18,938 +74%
MWM
95
MinichMacGregor Wealth Management
New York
$2.31M 42,659 +1,518 +4%
DWM
96
Destination Wealth Management
California
$2.29M 42,282 +2,036 +5%
SAM
97
Sawgrass Asset Management
Florida
$2.27M 41,970 +1,045 +3%
JFG
98
JMG Financial Group
Illinois
$2.27M 41,834 -28 -0.1%
BCM
99
Boltwood Capital Management
California
$2.26M 41,704 +2,085 +5%
AA
100
Apriem Advisors
California
$2.26M 41,633 +1,237 +3%
2 3
4
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