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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

309 hedge funds and large institutions have $2.39B invested in Schwab US Broad Market ETF in 2016 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 158 increasing their positions, 55 reducing their positions, and 23 closing their positions.

Holders
309
Holders Change
+40
Holders Change %
+14.87%
% of All Funds
7.74%
Holding in Top 10
44
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+29.41%
% of All Funds
1.1%
New
66
Increased
158
Reduced
55
Closed
23
Calls
$4.28M
Puts
$597K
Net Calls
+$3.68M
Net Calls Change
+$753K

Top Buyers

1
TIM
1
Total Investment Management
Arizona
$41.5M
2
MFRM
2
Milliman Financial Risk Management
Illinois
$340M
3
CAI
3
Capital Advisors Inc
Oklahoma
$32.6M
4
CWM
4
Circle Wealth Management
New Jersey
$24.6M
5
PCA
5
Personal Capital Advisors
California
$24M

Top Sellers

1
AP
1
Agilis Partners
Massachusetts
$48.1M
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$139M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$0
4
BJ
4
Brouwer & Janachowski
California
$44.9M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$4.87M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
101
Creative Planning
Kansas
$2.14M 39,509 +6,321 +19%
EVM
102
Eaton Vance Management
Massachusetts
$2.13M 39,261 -100 -0.3%
GAM
103
Garrison Asset Management
Arkansas
$2.03M 37,533 +4,378 +13%
Susquehanna International Group
104
Susquehanna International Group
Pennsylvania
$2.01M 37,075 +37,075 New
CC
105
Callan Capital
California
$1.92M 35,513 -216 -0.6%
BL
106
BCWM LLC
Kansas
$1.91M 35,265 -206 -0.6%
KIA
107
KCM Investment Advisors
California
$1.77M 32,674 +224 +0.7%
CWM
108
Concert Wealth Management
California
$1.75M 32,403 +8,902 +38%
LRPA
109
L. Roy Papp & Associates
Arizona
$1.73M 31,855 +17,198 +117%
KF
110
Krilogy Financial
Missouri
$1.73M 31,833 +20 +0.1%
MIAN
111
Mariner Independent Advisor Network
Kansas
$1.69M 31,237 -5,227 -14%
HCMT
112
Highland Capital Management (Tennessee)
Tennessee
$1.68M 30,912 +7,150 +30%
FBFS
113
First Business Financial Services
Wisconsin
$1.66M 30,707 +30,707 New
SG Americas Securities
114
SG Americas Securities
New York
$1.65M 30,489 +30,489 New
WKWM
115
Walter & Keenan Wealth Management
Indiana
$1.64M 30,168 +30,168 New
JWA
116
JFS Wealth Advisors
Pennsylvania
$1.52M 28,137 +626 +2%
VKH
117
Virtu KCG Holdings
New York
$1.49M 27,515 +19,251 +233%
IWM
118
Integrated Wealth Management
California
$1.44M 26,643 +5,767 +28%
PP
119
Pegasus Partners
Wisconsin
$1.44M 26,600 – –
CFMC
120
Curbstone Financial Management Corp
New Hampshire
$1.44M 26,545 -23,475 -47%
SMC
121
Smith, Moore & Co
Missouri
$1.39M 25,712 -208 -0.8%
Commonwealth Equity Services
122
Commonwealth Equity Services
Massachusetts
$1.36M 25,149 +10,220 +68%
TSWM
123
Triangle Securities Wealth Management
North Carolina
$1.36M 25,110 +25,110 New
AMG
124
Asset Management Group
Connecticut
$1.34M 24,701 +156 +0.6%
SSWM
125
Sheets Smith Wealth Management
North Carolina
$1.28M 23,555 +5,696 +32%
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5
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