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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

356 hedge funds and large institutions have $3.86B invested in Schwab US Broad Market ETF in 2017 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 165 increasing their positions, 113 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
356
Holders Change
+20
Holders Change %
+5.95%
% of All Funds
8.89%
Holding in Top 10
51
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.27%
New
41
Increased
165
Reduced
113
Closed
19
Calls
$1.93M
Puts
$408K
Net Calls
+$1.52M
Net Calls Change
+$1.01M

Top Buyers

1
MFRM
Milliman Financial Risk Management
Illinois
$1.11B
2
W
Wealthfront
California
$427M
3
Northern Trust
Northern Trust
Illinois
$97.8M
4
AIP
Almanack Investment Partners
Pennsylvania
$10.4M
5
TSS
Two Sigma Securities
New York
$6.77M

Top Sellers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$120M
2
AP
Agilis Partners
Massachusetts
$45.1M
3
Jane Street
Jane Street
New York
$234K
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$10.7M
5
SFSG
Stearns Financial Services Group
North Carolina
$5.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
126
Concert Wealth Management
California
$1.68M -$1.45M -142,770 -46%
KF
127
Krilogy Financial
Missouri
$1.56M +$10.7K +1,050 +0.7%
AIM
128
AMI Investment Management
Indiana
$1.55M +$389K +38,280 +33%
YMRC
129
Yorktown Management & Research Company
Virginia
$1.52M -$1.52M -150,000 -50%
NGA
130
Naples Global Advisors
Florida
$1.49M +$24.4K +2,400 +2%
SMC
131
Smith, Moore & Co
Missouri
$1.48M -$9.26K -912 -0.6%
WF
132
WealthTrust Fairport
Ohio
$1.42M +$37.4K +3,684 +3%
MIAN
133
Mariner Independent Advisor Network
Kansas
$1.41M -$15.2K -1,500 -1%
OIA
134
OneDigital Investment Advisors
Kansas
$1.38M -$199K -19,596 -13%
SCA
135
STALEY CAPITAL ADVISERS
Pennsylvania
$1.33M -$67K -6,600 -5%
SSWM
136
Sheets Smith Wealth Management
North Carolina
$1.32M -$15.4K -1,512 -1%
WCM
137
Weik Capital Management
Pennsylvania
$1.32M +$651K +64,170 +97%
AMG
138
Asset Management Group
Connecticut
$1.32M +$92.6K +9,114 +8%
GAM
139
Garrison Asset Management
Arkansas
$1.32M +$2.92K +288 +0.2%
BJL
140
Brighton Jones LLC
Washington
$1.31M +$13.5K +1,326 +1%
Ameriprise
141
Ameriprise
Minnesota
$1.3M -$39.5K -3,888 -3%
EA
142
Edge Advisors
Georgia
$1.28M +$5.24K +516 +0.4%
WPIC
143
White Pine Investment Company
Michigan
$1.27M +$138K +13,590 +12%
AA
144
Advisory Alpha
Michigan
$1.24M +$95.9K +9,216 +8%
LPIC
145
LeJeune Puetz Investment Counsel
Michigan
$1.23M +$2.26K +222 +0.2%
TF
146
TIAA FSB
Florida
$1.23M +$32.4K +3,192 +3%
PP
147
Pegasus Partners
Wisconsin
$1.23M +$10.2K +1,002 +0.8%
BWP
148
BSW Wealth Partners
Colorado
$1.16M +$31.7K +3,120 +3%
CFA
149
Capstone Financial Advisors
Illinois
$1.14M +$12.9K +1,272 +1%
HSA
150
HBK Sorce Advisory
Pennsylvania
$1.13M +$665K +65,538 +143%
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