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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

336 hedge funds and large institutions have $2.93B invested in Schwab US Broad Market ETF in 2017 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 179 increasing their positions, 91 reducing their positions, and 17 closing their positions.

Holders
336
Holders Change
+9
Holders Change %
+2.75%
% of All Funds
8.39%
Holding in Top 10
51
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.25%
% of All Funds
1.27%
New
30
Increased
179
Reduced
91
Closed
17
Calls
$1.81M
Puts
$1.29M
Net Calls
+$513K
Net Calls Change
+$177K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$124M
2
W
2
Wealthfront
California
$352M
3
AP
3
Agilis Partners
Massachusetts
$71.3M
4
Northern Trust
4
Northern Trust
Illinois
$51.6M
5
MFRM
5
Milliman Financial Risk Management
Illinois
$418M

Top Sellers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$368K
2
MWM
2
Merriman Wealth Management
Washington
$0
3
FPCG
3
Fort Pitt Capital Group
Pennsylvania
$34.8M
4
SG Americas Securities
4
SG Americas Securities
New York
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
FG
101
Fiduciary Group
Georgia
$2.77M +$12.7K +1,308 +0.5%
MWM
102
MinichMacGregor Wealth Management
New York
$2.68M +$57.7K +5,922 +2%
MPI
103
Mairs & Power Inc
Minnesota
$2.67M – – –
AA
104
Apriem Advisors
California
$2.65M -$18.1K -1,860 -0.7%
PV
105
Private Vista
Illinois
$2.62M +$760 +78 +0%
Susquehanna International Group
106
Susquehanna International Group
Pennsylvania
$2.56M -$7.56M -775,434 -75%
BCM
107
Boltwood Capital Management
California
$2.54M -$53.4K -5,478 -2%
SAM
108
Sawgrass Asset Management
Florida
$2.45M – – –
KFA
109
Kelleher Financial Advisors
New York
$2.43M +$2.43M +249,240 New
EVM
110
Eaton Vance Management
Massachusetts
$2.42M +$90.7K +9,306 +4%
MA
111
MCF Advisors
Kentucky
$2.33M +$365K +37,410 +19%
Commonwealth Equity Services
112
Commonwealth Equity Services
Massachusetts
$2.29M +$117K +11,964 +5%
DWM
113
Destination Wealth Management
California
$2.22M -$98.8K -10,140 -4%
CC
114
Callan Capital
California
$2.06M -$225K -23,082 -10%
BL
115
BCWM LLC
Kansas
$1.97M +$12.5K +1,278 +0.6%
KIA
116
KCM Investment Advisors
California
$1.9M +$409 +42 +0%
VNA
117
Valley National Advisers
Pennsylvania
$1.83M -$121K -12,432 -6%
RJA
118
Raymond James & Associates
Florida
$1.81M +$129K +13,212 +8%
HCMT
119
Highland Capital Management (Tennessee)
Tennessee
$1.81M -$69.3K -7,110 -4%
JPMPWA
120
J.P. Morgan Private Wealth Advisors
California
$1.69M +$59K +6,054 +4%
JWA
121
JFS Wealth Advisors
Pennsylvania
$1.69M +$43.1K +4,422 +3%
FCAG
122
First Capital Advisors Group
New Jersey
$1.67M +$977K +100,278 +141%
Creative Planning
123
Creative Planning
Kansas
$1.58M -$341K -34,962 -18%
CFMC
124
Curbstone Financial Management Corp
New Hampshire
$1.54M +$66.6K +6,840 +5%
AIP
125
Almanack Investment Partners
Pennsylvania
$1.53M +$1.01M +103,464 +195%
3 4
5
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