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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

356 hedge funds and large institutions have $3.86B invested in Schwab US Broad Market ETF in 2017 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 165 increasing their positions, 113 reducing their positions, and 19 closing their positions.

Holders
356
Holders Change
+20
Holders Change %
+5.95%
% of All Funds
8.89%
Holding in Top 10
51
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.27%
New
41
Increased
165
Reduced
113
Closed
19
Calls
$1.93M
Puts
$408K
Net Calls
+$1.52M
Net Calls Change
+$1.01M

Top Buyers

1
MFRM
1
Milliman Financial Risk Management
Illinois
$1.11B
2
W
2
Wealthfront
California
$427M
3
Northern Trust
3
Northern Trust
Illinois
$97.8M
4
AIP
4
Almanack Investment Partners
Pennsylvania
$10.4M
5
TSS
5
Two Sigma Securities
New York
$6.77M

Top Sellers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$120M
2
AP
2
Agilis Partners
Massachusetts
$45.1M
3
Jane Street
3
Jane Street
New York
$234K
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$10.7M
5
SFSG
5
Stearns Financial Services Group
North Carolina
$5.64M
Name Market Value Shares Shares
Change 		Shares
Change %
FI
76
FormulaFolio Investments
Michigan
$5.47M 538,560 +11,364 +2%
STMM
77
South Texas Money Management
Texas
$5.33M 524,658 +116,934 +29%
DG
78
Davidson & Garrard
Virginia
$5.06M 498,714 -2,430 -0.5%
LCC
79
Lincoln Capital Corp
Rhode Island
$5.03M 495,000 +9,786 +2%
HCM
80
Hengehold Capital Management
Ohio
$5.02M 494,382 -5,646 -1%
IA
81
IndexIQ Advisors
New York
$4.96M 488,706 -23,292 -5%
TPW
82
Tiller Private Wealth
Pennsylvania
$4.82M 475,128 -21,030 -4%
OA
83
Opes Advisors
California
$4.62M 455,526 +20,136 +5%
WKWM
84
Walter & Keenan Wealth Management
Indiana
$4.56M 449,214 +449,214 New
PFM
85
Peak Financial Management
Massachusetts
$4.51M 444,330 -8,430 -2%
TP
86
Truvvo Partners
New York
$4.4M 1,119,456 +209,202 +23%
SC
87
Savant Capital
Illinois
$4.18M 411,402 +12,006 +3%
JWS
88
Juncture Wealth Strategies
Arizona
$4.08M 401,976 +37,008 +10%
FA
89
Fagan Associates
New York
$3.99M 393,084 +10,302 +3%
AOWM
90
Alpha Omega Wealth Management
Virginia
$3.97M 390,756 -7,530 -2%
AG
91
Advisor Group
Arizona
$3.85M 378,870 -37,068 -9%
RC
92
Roundview Capital
New Jersey
$3.77M 371,628 +27,186 +8%
PAG
93
Private Advisor Group
New Jersey
$3.62M 352,620 +17,436 +5%
SG Americas Securities
94
SG Americas Securities
New York
$3.4M 334,914 +334,914 New
CFMC
95
Curbstone Financial Management Corp
New Hampshire
$3.36M 331,320 +172,860 +109%
Chevy Chase Trust
96
Chevy Chase Trust
Maryland
$3.29M 323,430 -1,626 -0.5%
SIA
97
Starfire Investment Advisers
Michigan
$3.26M 321,576 -1,062 -0.3%
BCI
98
Brinker Capital Investments
Pennsylvania
$3.26M 321,192 +9,492 +3%
TFF
99
The Family Firm
Maryland
$3.21M 316,404 +19,182 +6%
SFM
100
Signature Financial Management
Virginia
$3.18M 313,026 +6,060 +2%
2 3
4
5 6