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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

327 hedge funds and large institutions have $2.69B invested in Schwab US Broad Market ETF in 2017 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 173 increasing their positions, 72 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
+18
Holders Change %
+5.83%
% of All Funds
8.15%
Holding in Top 10
48
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.09%
% of All Funds
1.2%
New
47
Increased
173
Reduced
72
Closed
25
Calls
$1.24M
Puts
$902K
Net Calls
+$336K
Net Calls Change
-$3.35M

Top Buyers

1
W
Wealthfront
California
$295M
2
MFRM
Milliman Financial Risk Management
Illinois
$394M
3
MML Investors Services
MML Investors Services
Massachusetts
$34M
4
MWM
Merriman Wealth Management
Washington
$14M
5
EK
Evensky & Katz
Florida
$133M

Top Sellers

1
BJ
Brouwer & Janachowski
California
$17M
2
OAJ
Ogorek Anthony Joseph
New York
$22.5M
3
FPCG
Fort Pitt Capital Group
Pennsylvania
$46.5M
4
Betterment LLC
Betterment LLC
New York
$130M
5
Jane Street
Jane Street
New York
$2.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
126
STALEY CAPITAL ADVISERS
Pennsylvania
$1.49M +$1.49M +156,612 New
CFMC
127
Curbstone Financial Management Corp
New Hampshire
$1.44M -$72.8K -7,650 -5%
PMG
128
ProVise Management Group
Florida
$1.42M +$101K +10,614 +8%
SMC
129
Smith, Moore & Co
Missouri
$1.4M -$64.1K -6,738 -4%
PP
130
Pegasus Partners
Wisconsin
$1.36M -$156K -16,380 -10%
PAG
131
Private Advisor Group
New Jersey
$1.34M +$911K +96,390 +215%
SSWM
132
Sheets Smith Wealth Management
North Carolina
$1.32M -$29.5K -3,102 -2%
NGA
133
Naples Global Advisors
Florida
$1.27M +$202K +21,240 +19%
WF
134
WealthTrust Fairport
Ohio
$1.25M +$84.1K +8,838 +7%
EA
135
Edge Advisors
Georgia
$1.23M +$4.96K +522 +0.4%
BWP
136
BSW Wealth Partners
Colorado
$1.18M +$114K +11,982 +11%
PFC
137
Phocas Financial Corp
California
$1.18M – – –
LPIC
138
LeJeune Puetz Investment Counsel
Michigan
$1.15M +$115K +12,126 +11%
AMG
139
Asset Management Group
Connecticut
$1.15M -$259K -27,228 -18%
RJFSA
140
Raymond James Financial Services Advisors
Florida
$1.14M +$134K +14,070 +13%
SIC
141
Salem Investment Counselors
North Carolina
$1.13M +$85.5K +9,036 +8%
Millennium Management
142
Millennium Management
New York
$1.12M +$28.7K +3,012 +3%
Ameriprise
143
Ameriprise
Minnesota
$1.1M -$28.4K -2,988 -3%
CFA
144
Capstone Financial Advisors
Illinois
$1.07M +$12.1K +1,272 +1%
AIM
145
AMI Investment Management
Indiana
$1.04M +$175K +18,360 +20%
MWAC
146
Mariner Wealth Advisors (Cincinnati)
Ohio
$988K +$211K +22,224 +27%
WPIC
147
White Pine Investment Company
Michigan
$970K +$38.1K +4,002 +4%
AA
148
Ancora Advisors
Ohio
$938K +$2.28K +240 +0.2%
BSW
149
Buckingham Strategic Wealth
Missouri
$921K -$105K -11,010 -10%
FF
150
Friedenthal Financial
New Jersey
$895K +$895K +94,134 New
4 5
6
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