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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

257 hedge funds and large institutions have $1.74B invested in Schwab US Broad Market ETF in 2016 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 128 increasing their positions, 69 reducing their positions, and 11 closing their positions.

Holders
257
Holders Change
+17
Holders Change %
+7.08%
% of All Funds
6.87%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.91%
New
32
Increased
128
Reduced
69
Closed
11
Calls
$3.68M
Puts
$587K
Net Calls
+$3.09M
Net Calls Change
-$88K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$43.2M
2
W
2
Wealthfront
California
$176M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$27.5M
4
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$128M
5
BJ
5
Brouwer & Janachowski
California
$52.8M

Top Sellers

1
DWM
1
Destination Wealth Management
California
$3.15M
2
MFRM
2
Milliman Financial Risk Management
Illinois
$237M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$0
4
LPL Financial
4
LPL Financial
California
$4.97M
5
AP
5
Agilis Partners
Massachusetts
$51.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
101
Ameriprise
Minnesota
$1.15M 137,166 -106,272 -44%
SAMC
102
Spectrum Asset Management (California)
California
$1.03M 122,208 +38,514 +46%
CP
103
Corbenic Partners
Pennsylvania
$988K 117,840 +16,116 +16%
IF
104
Ironwood Financial
Arizona
$960K 114,528 -11,946 -9%
PMG
105
ProVise Management Group
Florida
$954K 113,766 +7,464 +7%
CFA
106
Capstone Financial Advisors
Illinois
$929K 110,868 -1,056 -0.9%
LRPA
107
L. Roy Papp & Associates
Arizona
$920K 109,776 -12,162 -10%
SSWM
108
Sheets Smith Wealth Management
North Carolina
$906K 108,072 +73,452 +212%
SIC
109
Salem Investment Counselors
North Carolina
$883K 105,324 +1,230 +1%
NGA
110
Naples Global Advisors
Florida
$877K 104,580 +1,260 +1%
BJL
111
Brighton Jones LLC
Washington
$873K 104,094 -696 -0.7%
AG
112
Advisor Group
Arizona
$859K 102,720 +102,720 New
RJFSA
113
Raymond James Financial Services Advisors
Florida
$826K 98,568 +1,962 +2%
BWP
114
BSW Wealth Partners
Colorado
$812K 96,882 +17,148 +22%
WF
115
WealthTrust Fairport
Ohio
$804K 95,952 +7,854 +9%
SGCA
116
Steel Grove Capital Advisors
Tennessee
$777K 92,712 +7,248 +8%
Millennium Management
117
Millennium Management
New York
$754K 89,964 -24,660 -22%
FWP
118
FAS Wealth Partners
Kansas
$745K 88,884 -180 -0.2%
VCM
119
Vigilant Capital Management
Maine
$742K 88,470 -6,750 -7%
TCT
120
TIAA CREF Trust
Missouri
$733K 87,456 +1,626 +2%
AF
121
Allworth Financial
California
$731K 87,198 -35,370 -29%
LYV
122
Live Your Vision
Pennsylvania
$717K 85,530 +11,496 +16%
NCM
123
Novare Capital Management
North Carolina
$712K 84,912 +32,490 +62%
Commonwealth Equity Services
124
Commonwealth Equity Services
Massachusetts
$708K 84,444 -19,110 -18%
AAS
125
Annex Advisory Services
Wisconsin
$701K 83,592 +1,002 +1%
3 4
5
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