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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

327 hedge funds and large institutions have $2.69B invested in Schwab US Broad Market ETF in 2017 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 173 increasing their positions, 72 reducing their positions, and 25 closing their positions.

Holders
327
Holders Change
+18
Holders Change %
+5.83%
% of All Funds
8.15%
Holding in Top 10
48
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.09%
% of All Funds
1.2%
New
47
Increased
173
Reduced
72
Closed
25
Calls
$1.24M
Puts
$902K
Net Calls
+$336K
Net Calls Change
-$3.35M

Top Buyers

1
W
1
Wealthfront
California
$295M
2
MFRM
2
Milliman Financial Risk Management
Illinois
$394M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$34M
4
MWM
4
Merriman Wealth Management
Washington
$14M
5
EK
5
Evensky & Katz
Florida
$133M

Top Sellers

1
BJ
1
Brouwer & Janachowski
California
$17M
2
OAJ
2
Ogorek Anthony Joseph
New York
$22.5M
3
FPCG
3
Fort Pitt Capital Group
Pennsylvania
$46.5M
4
Betterment LLC
4
Betterment LLC
New York
$130M
5
Jane Street
5
Jane Street
New York
$2.36M
Name Market Value Shares Shares
Change 		Shares
Change %
AA
101
Apriem Advisors
California
$2.6M 273,828 +24,030 +10%
AIM
102
Advantage Investment Management
Iowa
$2.6M 273,402 +648 +0.2%
PV
103
Private Vista
Illinois
$2.56M 268,986 +268,986 New
MWM
104
MinichMacGregor Wealth Management
New York
$2.56M 268,668 +12,714 +5%
BCM
105
Boltwood Capital Management
California
$2.53M 265,818 +15,594 +6%
CCA
106
Cobblestone Capital Advisors
New York
$2.41M 252,858 +198,372 +364%
SAM
107
Sawgrass Asset Management
Florida
$2.4M 251,820 – –
Jane Street
108
Jane Street
New York
$2.36M 247,788 -861,078 -78%
EVM
109
Eaton Vance Management
Massachusetts
$2.27M 238,722 +3,156 +1%
DWM
110
Destination Wealth Management
California
$2.26M 238,008 -15,684 -6%
CC
111
Callan Capital
California
$2.23M 234,402 +21,324 +10%
CWM
112
Concert Wealth Management
California
$2.21M 245,256 +50,838 +26%
Commonwealth Equity Services
113
Commonwealth Equity Services
Massachusetts
$2.12M 222,966 +72,072 +48%
MA
114
MCF Advisors
Kentucky
$1.92M 201,918 +68,460 +51%
BL
115
BCWM LLC
Kansas
$1.91M 200,406 -11,184 -5%
VNA
116
Valley National Advisers
Pennsylvania
$1.9M 200,052 +67,092 +50%
Creative Planning
117
Creative Planning
Kansas
$1.88M 197,190 -39,864 -17%
KIA
118
KCM Investment Advisors
California
$1.85M 194,802 -1,242 -0.6%
HCMT
119
Highland Capital Management (Tennessee)
Tennessee
$1.83M 192,828 +7,356 +4%
IWM
120
Integrated Wealth Management
California
$1.8M 189,102 +29,244 +18%
KF
121
Krilogy Financial
Missouri
$1.73M 190,998 – –
RJA
122
Raymond James & Associates
Florida
$1.64M 172,860 -339,108 -66%
JPMPWA
123
J.P. Morgan Private Wealth Advisors
California
$1.6M 167,682 +31,890 +23%
JWA
124
JFS Wealth Advisors
Pennsylvania
$1.52M 168,822 – –
GAM
125
Garrison Asset Management
Arkansas
$1.49M 156,552 -68,646 -30%
3 4
5
6 7