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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

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.

Holders
327
Holders Change
+18
Holders Change %
+5.83%
% of All Funds
8.15%
Holding in Top 10
48
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.09%
% of All Funds
1.2%
New
47
Increased
173
Reduced
72
Closed
25
Calls
$1.24M
Puts
$902K
Net Calls
+$336K
Net Calls Change
-$3.35M

Top Buyers

1
W
1
Wealthfront
California
$295M
2
MFRM
2
Milliman Financial Risk Management
Illinois
$394M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$34M
4
MWM
4
Merriman Wealth Management
Washington
$14M
5
EK
5
Evensky & Katz
Florida
$133M

Top Sellers

1
BJ
1
Brouwer & Janachowski
California
$17M
2
OAJ
2
Ogorek Anthony Joseph
New York
$22.5M
3
FPCG
3
Fort Pitt Capital Group
Pennsylvania
$46.5M
4
Betterment LLC
4
Betterment LLC
New York
$130M
5
Jane Street
5
Jane Street
New York
$2.36M
Name Market Value Shares Shares
Change 		Shares
Change %
LCC
76
Lincoln Capital Corp
Rhode Island
$4.4M 463,092 +56,820 +14%
PFM
77
Peak Financial Management
Massachusetts
$4.25M 446,580 +48,714 +12%
Credit Agricole
78
Credit Agricole
France
$4.13M 309,678 +309,678 New
IAS
79
IMA Advisory Services
Colorado
$3.92M 412,302 +31,446 +8%
AOWM
80
Alpha Omega Wealth Management
Virginia
$3.78M 397,062 +5,244 +1%
GAM
81
Gemmer Asset Management
California
$3.76M 394,914 +50,310 +15%
SC
82
Savant Capital
Illinois
$3.7M 388,914 +12,120 +3%
AG
83
Advisor Group
Arizona
$3.68M 387,060 +92,088 +31%
OA
84
Opes Advisors
California
$3.52M 370,278 +61,926 +20%
FA
85
Fagan Associates
New York
$3.39M 356,394 +23,058 +7%
STMM
86
South Texas Money Management
Texas
$3.38M 355,866 +88,338 +33%
CP
87
Corbenic Partners
Pennsylvania
$3.3M 346,590 +216,924 +167%
SIA
88
Starfire Investment Advisers
Michigan
$3.06M 324,684 +1,860 +0.6%
RC
89
Roundview Capital
New Jersey
$3.06M 321,552 +16,422 +5%
Chevy Chase Trust
90
Chevy Chase Trust
Maryland
$3.05M 323,430 -8,994 -3%
SFM
91
Signature Financial Management
Virginia
$2.98M 312,924 -24,114 -7%
JWS
92
Juncture Wealth Strategies
Arizona
$2.96M 311,022 +311,022 New
AWMG
93
Alliance Wealth Management Group
New Jersey
$2.88M 299,106 +232,608 +350%
BCI
94
Brinker Capital Investments
Pennsylvania
$2.87M 301,800 +16,782 +6%
TFF
95
The Family Firm
Maryland
$2.86M 300,630 +32,064 +12%
YMRC
96
Yorktown Management & Research Company
Virginia
$2.85M 300,000 +180,000 +150%
BAS
97
Brown Advisory Securities
Maryland
$2.75M 288,960 +12,000 +4%
JFG
98
JMG Financial Group
Illinois
$2.75M 288,822 +37,818 +15%
FG
99
Fiduciary Group
Georgia
$2.69M 283,164 +7,224 +3%
MPI
100
Mairs & Power Inc
Minnesota
$2.61M 274,380 – –
2 3
4
5 6