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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

240 hedge funds and large institutions have $1.62B invested in Schwab US Broad Market ETF in 2016 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 110 increasing their positions, 73 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
+2
Holders Change %
+0.84%
% of All Funds
6.41%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.88%
New
27
Increased
110
Reduced
73
Closed
23
Calls
$3.41M
Puts
$231K
Net Calls
+$3.18M
Net Calls Change
+$1.57M

Top Buyers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$106M
2
MFRM
Milliman Financial Risk Management
Illinois
$258M
3
HP
HT Partners
Connecticut
$74.7M
4
Betterment LLC
Betterment LLC
New York
$93.5M
5
W
Wealthfront
California
$136M

Top Sellers

1
MIAN
Mariner Independent Advisor Network
Kansas
$8.72M
2
Bank of America
Bank of America
North Carolina
$4.96M
3
AA
Apriem Advisors
California
$1.99M
4
PA
Planning Alternatives
Michigan
$42.5M
5
FPCG
Fort Pitt Capital Group
Pennsylvania
$30.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIG
126
American International Group
New York
$603K +$196K +23,928 +48%
PA
127
Pinnacle Associates
New York
$598K +$190K +23,154 +47%
CA
128
Cambridge Advisors
Nebraska
$596K +$24.9K +3,030 +4%
WPIC
129
White Pine Investment Company
Michigan
$579K +$43K +5,238 +8%
CWM
130
Cabot Wealth Management
Massachusetts
$577K -$371K -45,210 -39%
CWM
131
Concert Wealth Management
California
$574K -$2.24M -273,600 -80%
JPMPWA
132
J.P. Morgan Private Wealth Advisors
California
$567K -$37K -4,500 -6%
BSW
133
Buckingham Strategic Wealth
Missouri
$542K -$73.8K -8,988 -12%
DSN
134
D. Scott Neal
Kentucky
$538K -$76.4K -9,294 -12%
Northwestern Mutual Wealth Management
135
Northwestern Mutual Wealth Management
Wisconsin
$521K +$506K +61,752 +3,431%
GWM
136
Greenwich Wealth Management
Connecticut
$517K – – –
CK
137
Carnick & Kubik
Colorado
$516K – – –
VNA
138
Valley National Advisers
Pennsylvania
$507K +$7.25K +882 +1%
MWAC
139
Mariner Wealth Advisors (Cincinnati)
Ohio
$485K -$7.54K -918 -2%
CCA
140
Cobblestone Capital Advisors
New York
$481K -$131K -15,954 -21%
CFA
141
Cahill Financial Advisors
Minnesota
$477K +$37.6K +4,578 +9%
SWM
142
SVA Wealth Management
Wisconsin
$463K +$38K +4,632 +9%
MA
143
MCF Advisors
Kentucky
$454K +$89.5K +10,908 +25%
SHWM
144
Smith & Howard Wealth Management
Georgia
$451K -$453K -55,116 -50%
WJA
145
Williams Jones & Associates
New York
$449K +$449K +54,636 New
FF
146
Friedenthal Financial
New Jersey
$446K – – –
MFS
147
MSI Financial Services
Massachusetts
$443K -$33.6K -4,092 -7%
Chevy Chase Trust
148
Chevy Chase Trust
Maryland
$439K -$15K -1,824 -3%
AIM
149
AMI Investment Management
Indiana
$434K +$434K +52,854 New
NCM
150
Novare Capital Management
North Carolina
$431K +$13.8K +1,674 +3%
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