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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

269 hedge funds and large institutions have $2.07B invested in Schwab US Broad Market ETF in 2016 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 128 increasing their positions, 77 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
+12
Holders Change %
+4.67%
% of All Funds
7.19%
Holding in Top 10
34
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.91%
New
28
Increased
128
Reduced
77
Closed
14
Calls
$3.43M
Puts
$495K
Net Calls
+$2.93M
Net Calls Change
-$158K

Top Buyers

1
MFRM
1
Milliman Financial Risk Management
Illinois
$295M
2
W
2
Wealthfront
California
$226M
3
EK
3
Evensky & Katz
Florida
$106M
4
Northern Trust
4
Northern Trust
Illinois
$33.3M
5
Bank of America
5
Bank of America
North Carolina
$36.1M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
FC
2
Financial Consulate
Maryland
$15.4M
3
HDIM
3
Hanson & Doremus Investment Management
Vermont
$11.9M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$38.5M
5
HCM
5
Hengehold Capital Management
Ohio
$4.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
151
SOL Capital Management
Maryland
$477K +$212K +24,252 +80%
CCA
152
Cobblestone Capital Advisors
New York
$472K -$1.46K -168 -0.3%
ACM
153
Armbruster Capital Management
New York
$436K +$18.6K +2,130 +4%
VKH
154
Virtu KCG Holdings
New York
$432K +$177K +20,370 +70%
JIC
155
Johnson Investment Counsel
Ohio
$427K +$55.8K +6,414 +15%
SSI
156
Scott & Selber Inc
Texas
$425K -$20.1K -2,310 -5%
MFS
157
MSI Financial Services
Massachusetts
$410K -$42.7K -4,902 -9%
FWM
158
Frontier Wealth Management
Missouri
$405K +$405K +46,494 New
OCM
159
One Capital Management
California
$380K +$29.5K +3,384 +8%
IC
160
Iconiq Capital
California
$375K +$375K +43,008 New
AAS
161
Annex Advisory Services
Wisconsin
$348K -$381K -43,698 -52%
SLA
162
Silver Lake Advisory
Utah
$346K +$27.2K +3,114 +9%
TCM
163
Twele Capital Management
Minnesota
$346K +$41.8K +4,800 +14%
GWM
164
Greenwich Wealth Management
Connecticut
$340K -$157K -18,000 -32%
LIM
165
Leavell Investment Management
Alabama
$330K +$33.1K +3,804 +11%
Mariner
166
Mariner
Kansas
$328K +$328K +37,608 New
SFG
167
StrategIQ Financial Group
Indiana
$325K +$24.3K +2,790 +8%
AC
168
Addison Capital
Pennsylvania
$323K -$22.5K -2,574 -7%
CNFG
169
Creegan & Nassoura Financial Group
New Hampshire
$317K – – –
ICOA
170
Investment Centers of America
North Dakota
$312K +$312K +35,844 New
LI
171
LVZ Inc
Michigan
$306K -$11K -1,260 -3%
AFWA
172
Ancora Family Wealth Advisors
Ohio
$302K -$4.34K -498 -1%
MWP
173
MYCIO Wealth Partners
Pennsylvania
$301K – – –
SGAM
174
Steinberg Global Asset Management
Florida
$300K -$4.81K -552 -2%
SBSB
175
Sullivan, Bruyette, Speros & Blaney
Virginia
$299K +$4.03K +462 +1%
5 6
7
8 9