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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

432 hedge funds and large institutions have $4.24B invested in Schwab US Broad Market ETF in 2017 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 190 increasing their positions, 95 reducing their positions, and 14 closing their positions.

Holders
432
Holders Change
+76
Holders Change %
+21.35%
% of All Funds
9.81%
Holding in Top 10
61
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+19.61%
% of All Funds
1.39%
New
93
Increased
190
Reduced
95
Closed
14
Calls
$1.07M
Puts
$219K
Net Calls
+$850K
Net Calls Change
-$673K

Top Buyers

1
W
1
Wealthfront
California
$467M
2
Jane Street
2
Jane Street
New York
$14.5M
3
FPCG
3
Fort Pitt Capital Group
Pennsylvania
$48.4M
4
LPL Financial
4
LPL Financial
California
$15.1M
5
TSS
5
Two Sigma Securities
New York
$11.9M

Top Sellers

1
MFRM
1
Milliman Financial Risk Management
Illinois
$1.14B
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$103M
3
HP
3
HT Partners
Connecticut
$90.1M
4
Betterment LLC
4
Betterment LLC
New York
$140M
5
SIA
5
Starfire Investment Advisers
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SWM
101
SeaCrest Wealth Management
New York
$3.91M 363,636 +363,636 New
BWI
102
Beacon Wealthcare Inc
North Carolina
$3.9M 362,208 +362,208 New
KM
103
Kalos Management
Georgia
$3.65M 342,276 +342,276 New
BCI
104
Brinker Capital Investments
Pennsylvania
$3.61M 335,556 +14,364 +4%
KFA
105
Kabarec Financial Advisors
Illinois
$3.56M 331,104 +331,104 New
JWS
106
Juncture Wealth Strategies
Arizona
$3.49M 324,792 -77,184 -19%
WCM
107
Whitener Capital Management
North Carolina
$3.45M 320,436 +320,436 New
CHA
108
Carmichael Hill & Associates
Maryland
$3.41M 316,770 +316,770 New
TFF
109
The Family Firm
Maryland
$3.36M 312,582 -3,822 -1%
JFG
110
JMG Financial Group
Illinois
$3.36M 312,534 +6,708 +2%
Creative Planning
111
Creative Planning
Kansas
$3.29M 305,892 +4,368 +1%
PWSG
112
Pacific Wealth Strategies Group
California
$3.22M 299,532 +299,532 New
LRPA
113
L. Roy Papp & Associates
Arizona
$3.2M 297,552 +297,552 New
SFM
114
Signature Financial Management
Virginia
$3.16M 293,388 -19,638 -6%
MWM
115
MinichMacGregor Wealth Management
New York
$3.12M 290,106 +15,432 +6%
BAS
116
Brown Advisory Securities
Maryland
$3.08M 286,080 – –
MPI
117
Mairs & Power Inc
Minnesota
$2.93M 272,220 – –
FG
118
Fiduciary Group
Georgia
$2.9M 269,406 -6,576 -2%
BCM
119
Boltwood Capital Management
California
$2.89M 268,392 +3,720 +1%
BCM
120
Breiter Capital Management
Florida
$2.76M 256,614 +256,614 New
Commonwealth Equity Services
121
Commonwealth Equity Services
Massachusetts
$2.71M 251,970 +14,052 +6%
SAM
122
Sawgrass Asset Management
Florida
$2.71M 251,820 – –
DWM
123
Destination Wealth Management
California
$2.68M 249,348 +17,766 +8%
BAM
124
Belpointe Asset Management
Nevada
$2.64M 245,850 +160,488 +188%
AA
125
Apriem Advisors
California
$2.54M 235,788 -9,978 -4%
3 4
5
6 7