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Schwab US Broad Market ETF
SCHB

327 hedge funds and large institutions have $2.69B invested in Schwab US Broad Market ETF in 2017 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 173 increasing their positions, 72 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 72

88% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 25

37% more call options, than puts

Call options by funds: $1.24M | Put options by funds: $902K

13% more capital invested

Capital invested by funds: $2.39B → $2.69B (+$302M)

9% more funds holding in top 10

Funds holding in top 10: 44 → 48 (+4)

6% more funds holding

Funds holding: 309 → 327 (+18)

2.93% more ownership

Funds ownership: 187.17% → 190.11% (+2.9%)

Holders
327
Holders Change
+18
Holders Change %
+5.83%
% of All Funds
8.14%
Holding in Top 10
48
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.09%
% of All Funds
1.19%
New
47
Increased
173
Reduced
72
Closed
25
Calls
$1.24M
Puts
$902K
Net Calls
+$336K
Net Calls Change
-$3.35M

Top Buyers

1
MML Investors Services
MML Investors Services
Massachusetts
+$54.5M
2
W
Wealthfront
California
+$47.4M
3
MFRM
Milliman Financial Risk Management
Illinois
+$35.3M
4
MWM
Merriman Wealth Management
Washington
+$13.8M
5
EK
Evensky & Katz
Florida
+$11.9M

Top Sellers

1
BJ
Brouwer & Janachowski
California
-$29.9M
2
OAJ
Ogorek Anthony Joseph
New York
-$12.1M
3
FPCG
Fort Pitt Capital Group
Pennsylvania
-$9.65M
4
Betterment LLC
Betterment LLC
New York
-$8.36M
5
Jane Street
Jane Street
New York
-$8.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
LCC
76
Lincoln Capital Corp
Rhode Island
$4.4M +$533K +56,820 +14%
PFM
77
Peak Financial Management
Massachusetts
$4.25M +$457K +48,714 +12%
Credit Agricole
78
Credit Agricole
France
$4.13M +$2.91M +309,678 New
IAS
79
IMA Advisory Services
Colorado
$3.92M +$295K +31,446 +8%
AOWM
80
Alpha Omega Wealth Management
Virginia
$3.78M +$49.2K +5,244 +1%
GAM
81
Gemmer Asset Management
California
$3.76M +$472K +50,310 +15%
SC
82
Savant Capital
Illinois
$3.7M +$114K +12,120 +3%
AG
83
Advisor Group
Arizona
$3.68M +$864K +92,088 +31%
OA
84
Opes Advisors
California
$3.52M +$581K +61,926 +20%
FA
85
Fagan Associates
New York
$3.39M +$216K +23,058 +7%
STMM
86
South Texas Money Management
Texas
$3.38M +$829K +88,338 +33%
CP
87
Corbenic Partners
Pennsylvania
$3.3M +$2.03M +216,924 +167%
SIA
88
Starfire Investment Advisers
Michigan
$3.06M +$17.4K +1,860 +0.6%
RC
89
Roundview Capital
New Jersey
$3.06M +$154K +16,422 +5%
Chevy Chase Trust
90
Chevy Chase Trust
Maryland
$3.05M -$84.4K -8,994 -3%
SFM
91
Signature Financial Management
Virginia
$2.98M -$226K -24,114 -7%
JWS
92
Juncture Wealth Strategies
Arizona
$2.96M +$2.92M +311,022 New
AWMG
93
Alliance Wealth Management Group
New Jersey
$2.88M +$2.18M +232,608 +350%
BCI
94
Brinker Capital Investments
Pennsylvania
$2.87M +$157K +16,782 +6%
TFF
95
The Family Firm
Maryland
$2.86M +$301K +32,064 +12%
YMRC
96
Yorktown Management & Research Company
Virginia
$2.85M +$1.69M +180,000 +150%
BAS
97
Brown Advisory Securities
Maryland
$2.75M +$113K +12,000 +4%
JFG
98
JMG Financial Group
Illinois
$2.75M +$355K +37,818 +15%
FG
99
Fiduciary Group
Georgia
$2.69M +$67.8K +7,224 +3%
MPI
100
Mairs & Power Inc
Minnesota
$2.61M – – –
2 3
4
5 6