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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

257 hedge funds and large institutions have $1.74B invested in Schwab US Broad Market ETF in 2016 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 128 increasing their positions, 69 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
257
Holders Change
+17
Holders Change %
+7.08%
% of All Funds
6.87%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.91%
New
32
Increased
128
Reduced
69
Closed
11
Calls
$3.68M
Puts
$587K
Net Calls
+$3.09M
Net Calls Change
-$88K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$43.2M
2
W
2
Wealthfront
California
$176M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$27.5M
4
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$128M
5
BJ
5
Brouwer & Janachowski
California
$52.8M

Top Sellers

1
DWM
1
Destination Wealth Management
California
$3.15M
2
MFRM
2
Milliman Financial Risk Management
Illinois
$237M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$0
4
LPL Financial
4
LPL Financial
California
$4.97M
5
AP
5
Agilis Partners
Massachusetts
$51.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMP
151
Financial Management Professionals
Texas
$442K -$2.44M -291,732 -85%
VCP
152
Vista Capital Partners
Oregon
$438K +$39.8K +4,746 +10%
MFS
153
MSI Financial Services
Massachusetts
$436K -$16.9K -2,010 -4%
SHWM
154
Smith & Howard Wealth Management
Georgia
$429K -$30.8K -3,672 -7%
SSI
155
Scott & Selber Inc
Texas
$428K +$428K +51,090 New
JPMPWA
156
J.P. Morgan Private Wealth Advisors
California
$426K -$153K -18,210 -26%
NDSI
157
Newman Dignan & Sheerar Inc
Rhode Island
$410K -$151 -18 -0%
ACM
158
Armbruster Capital Management
New York
$401K +$905 +108 +0.2%
CWM
159
Cabot Wealth Management
Massachusetts
$380K -$209K -24,954 -36%
CA
160
Cetera Advisors
Colorado
$376K +$138K +16,428 +58%
JIC
161
Johnson Investment Counsel
Ohio
$357K +$357K +42,636 New
Creative Planning
162
Creative Planning
Kansas
$346K +$62.3K +7,446 +22%
FIM
163
Frontier Investment Management
Texas
$345K +$104K +18,708 +43%
OCM
164
One Capital Management
California
$337K +$655 +78 +0.2%
AllianceBernstein
165
AllianceBernstein
Tennessee
$337K +$337K +40,206 New
AC
166
Addison Capital
Pennsylvania
$332K +$87.5K +10,428 +36%
CIC
167
Carnegie Investment Counsel
Ohio
$332K +$332K +38,202 New
Citigroup
168
Citigroup
New York
$321K +$1.31K +156 +0.4%
SLA
169
Silver Lake Advisory
Utah
$306K +$306K +36,510 New
LI
170
LVZ Inc
Michigan
$305K +$305K +36,336 New
CNFG
171
Creegan & Nassoura Financial Group
New Hampshire
$304K – – –
CA
172
Callahan Advisors
Texas
$297K -$10.5K -1,254 -3%
AFWA
173
Ancora Family Wealth Advisors
Ohio
$295K +$14.2K +1,698 +5%
SGAM
174
Steinberg Global Asset Management
Florida
$293K -$41.8K -4,986 -12%
TCM
175
Twele Capital Management
Minnesota
$293K +$31.9K +3,798 +12%
5 6
7
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