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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

257 hedge funds and large institutions have $1.74B invested in Schwab US Broad Market ETF in 2016 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 128 increasing their positions, 69 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
257
Holders Change
+17
Holders Change %
+7.08%
% of All Funds
6.87%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.91%
New
32
Increased
128
Reduced
69
Closed
11
Calls
$3.68M
Puts
$587K
Net Calls
+$3.09M
Net Calls Change
-$88K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$43.2M
2
W
2
Wealthfront
California
$176M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$27.5M
4
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$128M
5
BJ
5
Brouwer & Janachowski
California
$52.8M

Top Sellers

1
DWM
1
Destination Wealth Management
California
$3.15M
2
MFRM
2
Milliman Financial Risk Management
Illinois
$237M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$0
4
LPL Financial
4
LPL Financial
California
$4.97M
5
AP
5
Agilis Partners
Massachusetts
$51.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFS
126
Ifrah Financial Services
Arkansas
$696K +$28.2K +3,360 +4%
CA
127
Cambridge Advisors
Nebraska
$676K +$67.4K +8,040 +11%
WPIC
128
White Pine Investment Company
Michigan
$676K +$85K +10,134 +14%
TYCC
129
Texas Yale Capital Corp
Florida
$670K -$4.83K -576 -0.7%
SIC
130
Sigma Investment Counselors
Michigan
$652K +$4.93K +588 +0.8%
RWM
131
RKL Wealth Management
Pennsylvania
$649K +$415K +49,194 +178%
SWM
132
SVA Wealth Management
Wisconsin
$642K +$169K +20,172 +36%
MWAC
133
Mariner Wealth Advisors (Cincinnati)
Ohio
$619K +$124K +14,772 +25%
RCA
134
Rowland Carmichael Advisors
Arizona
$589K -$134K -16,044 -19%
SHJ
135
Sharkey, Howes & Javer
Colorado
$584K -$59.5K -7,098 -9%
IWM
136
Integrated Wealth Management
California
$566K +$480K +57,228 +559%
PA
137
Pinnacle Associates
New York
$552K -$58.5K -6,978 -10%
TW
138
Transform Wealth
Colorado
$551K +$551K +65,754 New
DPI
139
Diversified Portfolios Inc
Michigan
$545K -$130K -15,486 -19%
TRCT
140
Tower Research Capital (TRC)
New York
$545K +$545K +65,070 New
DSN
141
D. Scott Neal
Kentucky
$525K -$23.7K -2,826 -4%
CFA
142
Cahill Financial Advisors
Minnesota
$519K +$32.6K +3,882 +7%
BSW
143
Buckingham Strategic Wealth
Missouri
$511K -$41.7K -4,974 -8%
VNA
144
Valley National Advisers
Pennsylvania
$498K -$18.6K -2,226 -4%
MA
145
MCF Advisors
Kentucky
$495K +$30.8K +3,666 +7%
AIM
146
AMI Investment Management
Indiana
$492K +$49.3K +5,880 +11%
SA
147
SRH Advisors
Kansas
$485K +$121K +14,418 +33%
GWM
148
Greenwich Wealth Management
Connecticut
$478K -$50.3K -6,000 -10%
Chevy Chase Trust
149
Chevy Chase Trust
Maryland
$472K +$23.7K +2,826 +5%
CCA
150
Cobblestone Capital Advisors
New York
$456K -$35.4K -4,224 -7%
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6
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