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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

432 hedge funds and large institutions have $4.24B invested in Schwab US Broad Market ETF in 2017 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 190 increasing their positions, 95 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
432
Holders Change
+76
Holders Change %
+21.35%
% of All Funds
9.81%
Holding in Top 10
61
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+19.61%
% of All Funds
1.39%
New
93
Increased
190
Reduced
95
Closed
14
Calls
$1.07M
Puts
$219K
Net Calls
+$850K
Net Calls Change
-$673K

Top Buyers

1
W
Wealthfront
California
$467M
2
Jane Street
Jane Street
New York
$14.5M
3
FPCG
Fort Pitt Capital Group
Pennsylvania
$48.4M
4
LPL Financial
LPL Financial
California
$15.1M
5
TSS
Two Sigma Securities
New York
$11.9M

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
$1.14B
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$103M
3
HP
HT Partners
Connecticut
$90.1M
4
Betterment LLC
Betterment LLC
New York
$140M
5
SIA
Starfire Investment Advisers
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
126
Trellis Advisors
Washington
$2.47M +$2.47M +229,320 New
EVM
127
Eaton Vance Management
Massachusetts
$2.45M +$30.7K +2,856 +1%
CC
128
Callan Capital
California
$2.37M +$128K +11,922 +6%
IFWM
129
Institute for Wealth Management
Colorado
$2.36M +$2.36M +218,904 New
RJA
130
Raymond James & Associates
Florida
$2.34M +$396K +36,792 +20%
SG Americas Securities
131
SG Americas Securities
New York
$2.33M -$1.28M -118,686 -35%
AF
132
Advisornet Financial
Minnesota
$2.25M +$2.25M +209,580 New
CMBA
133
C.M. Bidwell & Associates
Hawaii
$2.22M +$2.22M +206,220 New
BL
134
BCWM LLC
Kansas
$2.18M -$143K -13,308 -6%
PP
135
PagnatoKarp Partners
Virginia
$2.12M -$719K -66,882 -25%
DBRC
136
D.B. Root & Company
Pennsylvania
$2.11M +$2.11M +196,518 New
RJFSA
137
Raymond James Financial Services Advisors
Florida
$2.1M -$165K -15,348 -7%
KIA
138
KCM Investment Advisors
California
$2.08M -$18.5K -1,716 -0.9%
APA
139
American Portfolios Advisors
New York
$2.05M +$2.05M +190,818 New
HCMT
140
Highland Capital Management (Tennessee)
Tennessee
$2.05M +$70.3K +6,540 +4%
VNA
141
Valley National Advisers
Pennsylvania
$1.99M +$9.16K +852 +0.5%
JWA
142
JFS Wealth Advisors
Pennsylvania
$1.93M +$82.7K +7,692 +4%
CFMC
143
Curbstone Financial Management Corp
New Hampshire
$1.91M -$1.65M -153,660 -46%
JPMPWA
144
J.P. Morgan Private Wealth Advisors
California
$1.9M -$166K -15,450 -8%
PMG
145
ProVise Management Group
Florida
$1.81M -$11.5K -1,074 -0.6%
HSA
146
HBK Sorce Advisory
Pennsylvania
$1.8M +$605K +56,238 +50%
AIM
147
AMI Investment Management
Indiana
$1.76M +$116K +10,746 +7%
AG
148
Advisor Group
Arizona
$1.75M -$2.33M -216,630 -57%
GAM
149
Garrison Asset Management
Arkansas
$1.72M +$326K +30,330 +23%
KF
150
Krilogy Financial
Missouri
$1.72M +$63.1K +5,868 +4%
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