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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

269 hedge funds and large institutions have $2.07B invested in Schwab US Broad Market ETF in 2016 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 128 increasing their positions, 77 reducing their positions, and 14 closing their positions.

Holders
269
Holders Change
+12
Holders Change %
+4.67%
% of All Funds
7.19%
Holding in Top 10
34
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.91%
New
28
Increased
128
Reduced
77
Closed
14
Calls
$3.43M
Puts
$495K
Net Calls
+$2.93M
Net Calls Change
-$158K

Top Buyers

1
MFRM
1
Milliman Financial Risk Management
Illinois
$295M
2
W
2
Wealthfront
California
$226M
3
EK
3
Evensky & Katz
Florida
$106M
4
Northern Trust
4
Northern Trust
Illinois
$33.3M
5
Bank of America
5
Bank of America
North Carolina
$36.1M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
FC
2
Financial Consulate
Maryland
$15.4M
3
HDIM
3
Hanson & Doremus Investment Management
Vermont
$11.9M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$38.5M
5
HCM
5
Hengehold Capital Management
Ohio
$4.45M
Name Market Value Shares Shares
Change 		Shares
Change %
STMM
101
South Texas Money Management
Texas
$1.34M 153,900 +153,900 New
AMG
102
Asset Management Group
Connecticut
$1.28M 147,270 +480 +0.3%
HCMT
103
Highland Capital Management (Tennessee)
Tennessee
$1.24M 142,572 -6,054 -4%
CWM
104
Concert Wealth Management
California
$1.23M 141,006 -17,088 -11%
RJFSA
105
Raymond James Financial Services Advisors
Florida
$1.17M 134,484 +35,916 +36%
PMG
106
ProVise Management Group
Florida
$1.15M 132,336 +18,570 +16%
CP
107
Corbenic Partners
Pennsylvania
$1.13M 129,360 +11,520 +10%
IWM
108
Integrated Wealth Management
California
$1.09M 125,256 +57,798 +86%
Ameriprise
109
Ameriprise
Minnesota
$1.06M 121,944 -15,222 -11%
JPMPWA
110
J.P. Morgan Private Wealth Advisors
California
$1.06M 121,026 +70,212 +138%
SAMC
111
Spectrum Asset Management (California)
California
$1.05M 120,894 -1,314 -1%
CFA
112
Capstone Financial Advisors
Illinois
$967K 110,910 +42 +0%
NGA
113
Naples Global Advisors
Florida
$952K 109,230 +4,650 +4%
SSWM
114
Sheets Smith Wealth Management
North Carolina
$934K 107,154 -918 -0.8%
BJL
115
Brighton Jones LLC
Washington
$911K 104,436 +342 +0.3%
IF
116
Ironwood Financial
Arizona
$877K 100,548 -13,980 -12%
WF
117
WealthTrust Fairport
Ohio
$848K 97,218 +1,266 +1%
WPIC
118
White Pine Investment Company
Michigan
$843K 96,708 +16,086 +20%
AF
119
Allworth Financial
California
$818K 93,852 +6,654 +8%
SGCA
120
Steel Grove Capital Advisors
Tennessee
$813K 93,270 +558 +0.6%
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$801K 91,854 +72,402 +372%
LYV
122
Live Your Vision
Pennsylvania
$790K 90,558 +5,028 +6%
Commonwealth Equity Services
123
Commonwealth Equity Services
Massachusetts
$781K 89,574 +5,130 +6%
LRPA
124
L. Roy Papp & Associates
Arizona
$767K 87,942 -21,834 -20%
TCT
125
TIAA CREF Trust
Missouri
$763K 87,456 – –
3 4
5
6 7