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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

240 hedge funds and large institutions have $1.62B invested in Schwab US Broad Market ETF in 2016 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 110 increasing their positions, 73 reducing their positions, and 23 closing their positions.

Holders
240
Holders Change
+2
Holders Change %
+0.84%
% of All Funds
6.41%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.88%
New
27
Increased
110
Reduced
73
Closed
23
Calls
$3.41M
Puts
$231K
Net Calls
+$3.18M
Net Calls Change
+$1.57M

Top Buyers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$106M
2
MFRM
2
Milliman Financial Risk Management
Illinois
$258M
3
HP
3
HT Partners
Connecticut
$74.7M
4
Betterment LLC
4
Betterment LLC
New York
$93.5M
5
W
5
Wealthfront
California
$136M

Top Sellers

1
MIAN
1
Mariner Independent Advisor Network
Kansas
$8.72M
2
Bank of America
2
Bank of America
North Carolina
$4.96M
3
AA
3
Apriem Advisors
California
$1.99M
4
PA
4
Planning Alternatives
Michigan
$42.5M
5
FPCG
5
Fort Pitt Capital Group
Pennsylvania
$30.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
101
Boltwood Capital Management
California
$956K +$230K +27,948 +32%
Millennium Management
102
Millennium Management
New York
$941K +$277K +33,792 +42%
CFA
103
Capstone Financial Advisors
Illinois
$919K +$1.23K +150 +0.1%
PMG
104
ProVise Management Group
Florida
$873K +$24.2K +2,952 +3%
BJL
105
Brighton Jones LLC
Washington
$861K +$19.4K +2,358 +2%
SIC
106
Salem Investment Counselors
North Carolina
$855K -$105K -12,840 -11%
Commonwealth Equity Services
107
Commonwealth Equity Services
Massachusetts
$851K +$41.9K +5,100 +5%
NGA
108
Naples Global Advisors
Florida
$849K +$74K +9,000 +10%
CP
109
Corbenic Partners
Pennsylvania
$835K +$183K +22,254 +28%
RJFSA
110
Raymond James Financial Services Advisors
Florida
$793K +$31.8K +3,870 +4%
VCM
111
Vigilant Capital Management
Maine
$782K -$209K -25,500 -21%
FWP
112
FAS Wealth Partners
Kansas
$732K -$901K -109,674 -55%
WF
113
WealthTrust Fairport
Ohio
$724K +$77.6K +9,438 +12%
RCA
114
Rowland Carmichael Advisors
Arizona
$709K +$709K +86,304 New
TCT
115
TIAA CREF Trust
Missouri
$705K +$168K +20,448 +31%
SGCA
116
Steel Grove Capital Advisors
Tennessee
$702K +$51.9K +6,318 +8%
SAMC
117
Spectrum Asset Management (California)
California
$687K +$134K +16,344 +24%
AAS
118
Annex Advisory Services
Wisconsin
$678K -$21.3K -2,592 -3%
TYCC
119
Texas Yale Capital Corp
Florida
$662K – – –
DPI
120
Diversified Portfolios Inc
Michigan
$661K +$449K +54,666 +212%
BWP
121
BSW Wealth Partners
Colorado
$655K +$9.02K +1,098 +1%
IFS
122
Ifrah Financial Services
Arkansas
$654K -$225K -27,348 -26%
SIC
123
Sigma Investment Counselors
Michigan
$634K +$9.77K +1,188 +2%
SHJ
124
Sharkey, Howes & Javer
Colorado
$630K -$22.9M -2,784,834 -97%
LYV
125
Live Your Vision
Pennsylvania
$608K +$25.6K +3,120 +4%
3 4
5
6 7