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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

336 hedge funds and large institutions have $2.93B invested in Schwab US Broad Market ETF in 2017 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 179 increasing their positions, 91 reducing their positions, and 17 closing their positions.

Holders
336
Holders Change
+9
Holders Change %
+2.75%
% of All Funds
8.39%
Holding in Top 10
51
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.25%
% of All Funds
1.27%
New
30
Increased
179
Reduced
91
Closed
17
Calls
$1.81M
Puts
$1.29M
Net Calls
+$513K
Net Calls Change
+$177K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$124M
2
W
2
Wealthfront
California
$352M
3
AP
3
Agilis Partners
Massachusetts
$71.3M
4
Northern Trust
4
Northern Trust
Illinois
$51.6M
5
MFRM
5
Milliman Financial Risk Management
Illinois
$418M

Top Sellers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$368K
2
MWM
2
Merriman Wealth Management
Washington
$0
3
FPCG
3
Fort Pitt Capital Group
Pennsylvania
$34.8M
4
SG Americas Securities
4
SG Americas Securities
New York
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
126
OneDigital Investment Advisors
Kansas
$1.52M +$1.52M +155,622 New
PMG
127
ProVise Management Group
Florida
$1.49M +$39.7K +4,068 +3%
KF
128
Krilogy Financial
Missouri
$1.49M -$371K -38,130 -20%
SGCA
129
Steel Grove Capital Advisors
Tennessee
$1.44M +$580K +59,562 +67%
SMC
130
Smith, Moore & Co
Missouri
$1.43M -$11.8K -1,212 -0.8%
NGA
131
Naples Global Advisors
Florida
$1.4M +$99.7K +10,230 +8%
MIAN
132
Mariner Independent Advisor Network
Kansas
$1.37M +$1.37M +140,352 New
RJFSA
133
Raymond James Financial Services Advisors
Florida
$1.35M +$178K +18,252 +15%
SCA
134
STALEY CAPITAL ADVISERS
Pennsylvania
$1.34M -$190K -19,500 -12%
WF
135
WealthTrust Fairport
Ohio
$1.32M +$45.1K +4,632 +4%
Ameriprise
136
Ameriprise
Minnesota
$1.29M +$161K +16,488 +14%
SSWM
137
Sheets Smith Wealth Management
North Carolina
$1.28M -$62.7K -6,432 -5%
GAM
138
Garrison Asset Management
Arkansas
$1.26M -$264K -27,066 -17%
BJL
139
Brighton Jones LLC
Washington
$1.25M +$1.25M +127,944 New
PFC
140
Phocas Financial Corp
California
$1.23M -$1.18M -123,720 Closed
EA
141
Edge Advisors
Georgia
$1.22M -$37.6K -3,858 -3%
LPIC
142
LeJeune Puetz Investment Counsel
Michigan
$1.18M +$1.35K +138 +0.1%
AMG
143
Asset Management Group
Connecticut
$1.18M -$1.05K -108 -0.1%
PP
144
Pegasus Partners
Wisconsin
$1.17M -$225K -23,100 -16%
TF
145
TIAA FSB
Florida
$1.15M +$1.15M +118,170 New
AIM
146
AMI Investment Management
Indiana
$1.11M +$50.9K +5,220 +5%
AC
147
Addison Capital
Pennsylvania
$1.1M +$267K +27,408 +32%
AA
148
Advisory Alpha
Michigan
$1.09M +$189K +18,996 +21%
BWP
149
BSW Wealth Partners
Colorado
$1.09M -$125K -12,846 -10%
WPIC
150
White Pine Investment Company
Michigan
$1.08M +$88.1K +9,042 +9%
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