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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

309 hedge funds and large institutions have $2.39B invested in Schwab US Broad Market ETF in 2016 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 158 increasing their positions, 55 reducing their positions, and 23 closing their positions.

Holders
309
Holders Change
+40
Holders Change %
+14.87%
% of All Funds
7.74%
Holding in Top 10
44
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+29.41%
% of All Funds
1.1%
New
66
Increased
158
Reduced
55
Closed
23
Calls
$4.28M
Puts
$597K
Net Calls
+$3.68M
Net Calls Change
+$753K

Top Buyers

1
TIM
1
Total Investment Management
Arizona
$41.5M
2
MFRM
2
Milliman Financial Risk Management
Illinois
$340M
3
CAI
3
Capital Advisors Inc
Oklahoma
$32.6M
4
CWM
4
Circle Wealth Management
New Jersey
$24.6M
5
PCA
5
Personal Capital Advisors
California
$24M

Top Sellers

1
AP
1
Agilis Partners
Massachusetts
$48.1M
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$139M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$0
4
BJ
4
Brouwer & Janachowski
California
$44.9M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$4.87M
Name Market Value Shares Shares
Change 		Shares
Change %
PMG
126
ProVise Management Group
Florida
$1.25M 23,094 +1,038 +5%
JPMPWA
127
J.P. Morgan Private Wealth Advisors
California
$1.23M 22,632 +2,461 +12%
MA
128
MCF Advisors
Kentucky
$1.21M 22,243 +10,742 +93%
VNA
129
Valley National Advisers
Pennsylvania
$1.2M 22,160 +8,245 +59%
CP
130
Corbenic Partners
Pennsylvania
$1.17M 21,611 +51 +0.2%
EA
131
Edge Advisors
Georgia
$1.16M 21,416 +21,416 New
SEI Investments
132
SEI Investments
Pennsylvania
$1.14M 21,109 +20,822 +7,255%
PFC
133
Phocas Financial Corp
California
$1.12M 20,620 +20,620 New
WF
134
WealthTrust Fairport
Ohio
$1.11M 20,392 +4,189 +26%
YMRC
135
Yorktown Management & Research Company
Virginia
$1.08M 20,000 +20,000 New
Ameriprise
136
Ameriprise
Minnesota
$1.07M 19,737 -587 -3%
Millennium Management
137
Millennium Management
New York
$1.03M 19,051 -7,853 -29%
NGA
138
Naples Global Advisors
Florida
$1.02M 18,765 +560 +3%
BWP
139
BSW Wealth Partners
Colorado
$1.01M 18,700 +17,697 +1,764%
CFA
140
Capstone Financial Advisors
Illinois
$1M 18,489 +4 +0%
SIC
141
Salem Investment Counselors
North Carolina
$997K 18,394 -50 -0.3%
LPIC
142
LeJeune Puetz Investment Counsel
Michigan
$984K 18,154 +18,154 New
BSW
143
Buckingham Strategic Wealth
Missouri
$974K 17,974 +4,072 +29%
RJFSA
144
Raymond James Financial Services Advisors
Florida
$958K 17,691 -4,723 -21%
AA
145
Ancora Advisors
Ohio
$889K 16,400 +16,400 New
WPIC
146
White Pine Investment Company
Michigan
$885K 16,336 +218 +1%
SIC
147
Sigma Investment Counselors
Michigan
$833K 15,383 +2,197 +17%
TCT
148
TIAA CREF Trust
Missouri
$828K 15,282 +706 +5%
AIM
149
AMI Investment Management
Indiana
$819K 15,120 +666 +5%
NCM
150
Novare Capital Management
North Carolina
$815K 15,051 +562 +4%
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6
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