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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

269 hedge funds and large institutions have $2.07B invested in Schwab US Broad Market ETF in 2016 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 128 increasing their positions, 77 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
+12
Holders Change %
+4.67%
% of All Funds
7.19%
Holding in Top 10
34
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.91%
New
28
Increased
128
Reduced
77
Closed
14
Calls
$3.43M
Puts
$495K
Net Calls
+$2.93M
Net Calls Change
-$158K

Top Buyers

1
MFRM
1
Milliman Financial Risk Management
Illinois
$295M
2
W
2
Wealthfront
California
$226M
3
EK
3
Evensky & Katz
Florida
$106M
4
Northern Trust
4
Northern Trust
Illinois
$33.3M
5
Bank of America
5
Bank of America
North Carolina
$36.1M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
FC
2
Financial Consulate
Maryland
$15.4M
3
HDIM
3
Hanson & Doremus Investment Management
Vermont
$11.9M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$38.5M
5
HCM
5
Hengehold Capital Management
Ohio
$4.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
126
Novare Capital Management
North Carolina
$758K +$17.6K +2,022 +2%
AIM
127
AMI Investment Management
Indiana
$756K +$244K +27,990 +48%
VCM
128
Vigilant Capital Management
Maine
$739K -$32.9K -3,768 -4%
RC
129
RegentAtlantic Capital
New Jersey
$732K +$732K +83,994 New
VNA
130
Valley National Advisers
Pennsylvania
$728K +$210K +24,030 +40%
BSW
131
Buckingham Strategic Wealth
Missouri
$727K +$195K +22,410 +37%
ACM
132
Avalon Capital Management
California
$720K +$720K +82,608 New
IFS
133
Ifrah Financial Services
Arkansas
$717K -$6.65K -762 -0.9%
FWP
134
FAS Wealth Partners
Kansas
$713K -$61.7K -7,074 -8%
TYCC
135
Texas Yale Capital Corp
Florida
$695K -$2.62K -300 -0.4%
CA
136
Cambridge Advisors
Nebraska
$693K -$10.5K -1,200 -1%
SIC
137
Sigma Investment Counselors
Michigan
$690K +$12.2K +1,398 +2%
RWM
138
RKL Wealth Management
Pennsylvania
$686K +$15.9K +1,824 +2%
MWAC
139
Mariner Wealth Advisors (Cincinnati)
Ohio
$682K +$38.5K +4,410 +6%
PA
140
Pinnacle Associates
New York
$617K +$42.7K +4,902 +7%
MA
141
MCF Advisors
Kentucky
$602K +$87.4K +10,014 +17%
SWM
142
SVA Wealth Management
Wisconsin
$589K -$79.4K -9,096 -12%
SHJ
143
Sharkey, Howes & Javer
Colorado
$587K -$20.5K -2,346 -3%
TW
144
Transform Wealth
Colorado
$585K +$11.5K +1,314 +2%
DPI
145
Diversified Portfolios Inc
Michigan
$567K – – –
CFA
146
Cahill Financial Advisors
Minnesota
$555K +$15.2K +1,746 +3%
SA
147
SRH Advisors
Kansas
$518K +$13.2K +1,512 +3%
RCA
148
Rowland Carmichael Advisors
Arizona
$504K -$108K -12,408 -18%
VCP
149
Vista Capital Partners
Oregon
$499K +$43.8K +5,028 +10%
Chevy Chase Trust
150
Chevy Chase Trust
Maryland
$486K -$5.13K -588 -1%
4 5
6
7 8