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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

309 hedge funds and large institutions have $2.39B invested in Schwab US Broad Market ETF in 2016 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 158 increasing their positions, 55 reducing their positions, and 23 closing their positions.

Holders
309
Holders Change
+40
Holders Change %
+14.87%
% of All Funds
7.74%
Holding in Top 10
44
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+29.41%
% of All Funds
1.1%
New
66
Increased
158
Reduced
55
Closed
23
Calls
$4.28M
Puts
$597K
Net Calls
+$3.68M
Net Calls Change
+$753K

Top Buyers

1
TIM
1
Total Investment Management
Arizona
$41.5M
2
MFRM
2
Milliman Financial Risk Management
Illinois
$340M
3
CAI
3
Capital Advisors Inc
Oklahoma
$32.6M
4
CWM
4
Circle Wealth Management
New Jersey
$24.6M
5
PCA
5
Personal Capital Advisors
California
$24M

Top Sellers

1
AP
1
Agilis Partners
Massachusetts
$48.1M
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$139M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$0
4
BJ
4
Brouwer & Janachowski
California
$44.9M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$4.87M
Name Market Value Shares Shares
Change 		Shares
Change %
IF
151
Ironwood Financial
Arizona
$806K 14,880 -1,878 -11%
SGCA
152
Steel Grove Capital Advisors
Tennessee
$795K 14,668 -877 -6%
FWP
153
FAS Wealth Partners
Kansas
$795K 14,666 +1,031 +8%
GIP
154
Granite Investment Partners
California
$763K 13,831 +13,831 New
RC
155
RegentAtlantic Capital
New Jersey
$758K 13,999 – –
VCM
156
Vigilant Capital Management
Maine
$747K 13,792 -325 -2%
MWAC
157
Mariner Wealth Advisors (Cincinnati)
Ohio
$738K 13,619 +584 +4%
CA
158
Cambridge Advisors
Nebraska
$727K 13,425 +182 +1%
TYCC
159
Texas Yale Capital Corp
Florida
$719K 13,279 – –
RWM
160
RKL Wealth Management
Pennsylvania
$713K 13,158 +45 +0.3%
CFA
161
Cahill Financial Advisors
Minnesota
$711K 13,121 +2,514 +24%
TW
162
Transform Wealth
Colorado
$648K 11,952 +774 +7%
WI
163
WrapManager Inc
California
$647K 11,941 +11,941 New
SWM
164
SVA Wealth Management
Wisconsin
$641K 11,832 +582 +5%
DPI
165
Diversified Portfolios Inc
Michigan
$640K 11,814 +979 +9%
LYV
166
Live Your Vision
Pennsylvania
$633K 11,674 -3,419 -23%
PA
167
Pinnacle Associates
New York
$632K 11,658 -138 -1%
SIAS
168
Shine Investment Advisory Services
Colorado
$632K 11,673 +11,673 New
MPM
169
Meritage Portfolio Management
Kansas
$629K 11,610 +7,555 +186%
Carson Wealth (CWM LLC)
170
Carson Wealth (CWM LLC)
Nebraska
$626K 11,546 -3,763 -25%
SA
171
SRH Advisors
Kansas
$619K 11,430 +1,533 +15%
APP
172
Avantax Planning Partners
Iowa
$619K 11,430 +11,430 New
BWM
173
BerganKDV Wealth Management
Minnesota
$618K 11,401 +11,401 New
MWP
174
MYCIO Wealth Partners
Pennsylvania
$614K 11,342 +5,587 +97%
AC
175
Addison Capital
Pennsylvania
$600K 11,065 +4,896 +79%
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