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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

432 hedge funds and large institutions have $4.24B invested in Schwab US Broad Market ETF in 2017 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 190 increasing their positions, 95 reducing their positions, and 14 closing their positions.

Holders
432
Holders Change
+76
Holders Change %
+21.35%
% of All Funds
9.81%
Holding in Top 10
61
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+19.61%
% of All Funds
1.39%
New
93
Increased
190
Reduced
95
Closed
14
Calls
$1.07M
Puts
$219K
Net Calls
+$850K
Net Calls Change
-$673K

Top Buyers

1
W
1
Wealthfront
California
$467M
2
Jane Street
2
Jane Street
New York
$14.5M
3
FPCG
3
Fort Pitt Capital Group
Pennsylvania
$48.4M
4
LPL Financial
4
LPL Financial
California
$15.1M
5
TSS
5
Two Sigma Securities
New York
$11.9M

Top Sellers

1
MFRM
1
Milliman Financial Risk Management
Illinois
$1.14B
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$103M
3
HP
3
HT Partners
Connecticut
$90.1M
4
Betterment LLC
4
Betterment LLC
New York
$140M
5
SIA
5
Starfire Investment Advisers
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ADL
76
Asset Dedication LLC
California
$6.04M 561,642 -10,980 -2%
SAMC
77
Spectrum Asset Management (California)
California
$5.94M 552,534 +6,210 +1%
PP
78
PrairieView Partners
Minnesota
$5.85M 543,756 +543,756 New
SBL
79
Sargent Bickham Lagudis
Colorado
$5.77M 536,934 -17,418 -3%
SFSG
80
Stearns Financial Services Group
North Carolina
$5.57M 518,088 -37,824 -7%
FI
81
FormulaFolio Investments
Michigan
$5.55M 515,766 -22,794 -4%
AWA
82
Alaska Wealth Advisors
Alaska
$5.45M 507,204 +507,204 New
HCM
83
Hengehold Capital Management
Ohio
$5.29M 491,502 -2,880 -0.6%
PFM
84
Peak Financial Management
Massachusetts
$5.07M 470,976 +26,646 +6%
LCC
85
Lincoln Capital Corp
Rhode Island
$5.05M 469,932 -25,068 -5%
IA
86
IndexIQ Advisors
New York
$5.03M 467,682 -21,024 -4%
OA
87
Opes Advisors
California
$5.02M 466,584 +11,058 +2%
TPW
88
Tiller Private Wealth
Pennsylvania
$4.98M 463,068 -12,060 -3%
TP
89
Truvvo Partners
New York
$4.95M 1,119,456 – –
WKWM
90
Walter & Keenan Wealth Management
Indiana
$4.85M 450,600 +1,386 +0.3%
SC
91
Savant Capital
Illinois
$4.6M 428,004 +16,602 +4%
ACM
92
AlphaStar Capital Management
North Carolina
$4.37M 406,692 +211,290 +108%
Susquehanna International Group
93
Susquehanna International Group
Pennsylvania
$4.26M 396,138 +396,138 New
RC
94
Roundview Capital
New Jersey
$4.23M 393,276 +21,648 +6%
AOWM
95
Alpha Omega Wealth Management
Virginia
$4.22M 392,112 +1,356 +0.3%
PPA
96
Parametric Portfolio Associates
Washington
$4.13M 383,556 +383,556 New
SP
97
Successful Portfolios
Florida
$4.09M 380,202 +380,202 New
WC
98
Westwind Capital
New Mexico
$4.03M 375,000 +375,000 New
AWMG
99
Alliance Wealth Management Group
New Jersey
$3.96M 369,162 -297,024 -45%
Chevy Chase Trust
100
Chevy Chase Trust
Maryland
$3.93M 373,824 +50,394 +16%
2 3
4
5 6