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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

327 hedge funds and large institutions have $2.69B invested in Schwab US Broad Market ETF in 2017 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 173 increasing their positions, 72 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
+18
Holders Change %
+5.83%
% of All Funds
8.15%
Holding in Top 10
48
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.09%
% of All Funds
1.2%
New
47
Increased
173
Reduced
72
Closed
25
Calls
$1.24M
Puts
$902K
Net Calls
+$336K
Net Calls Change
-$3.35M

Top Buyers

1
W
Wealthfront
California
$295M
2
MFRM
Milliman Financial Risk Management
Illinois
$394M
3
MML Investors Services
MML Investors Services
Massachusetts
$34M
4
MWM
Merriman Wealth Management
Washington
$14M
5
EK
Evensky & Katz
Florida
$133M

Top Sellers

1
BJ
Brouwer & Janachowski
California
$17M
2
OAJ
Ogorek Anthony Joseph
New York
$22.5M
3
FPCG
Fort Pitt Capital Group
Pennsylvania
$46.5M
4
Betterment LLC
Betterment LLC
New York
$130M
5
Jane Street
Jane Street
New York
$2.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
151
Sigma Investment Counselors
Michigan
$882K +$4.05K +426 +0.5%
NCM
152
Novare Capital Management
North Carolina
$876K +$17.7K +1,860 +2%
TCT
153
TIAA CREF Trust
Missouri
$872K – – –
AA
154
Advisory Alpha
Michigan
$864K +$864K +90,810 New
TYCC
155
Texas Yale Capital Corp
Florida
$850K +$92.7K +9,750 +12%
FWP
156
FAS Wealth Partners
Kansas
$847K +$10.5K +1,104 +1%
SGCA
157
Steel Grove Capital Advisors
Tennessee
$841K +$4.05K +426 +0.5%
V
158
Veritable
Delaware
$839K +$559K +58,812 +200%
GIP
159
Granite Investment Partners
California
$818K +$31.5K +3,324 +4%
AC
160
Addison Capital
Pennsylvania
$815K +$184K +19,302 +29%
CA
161
Cambridge Advisors
Nebraska
$810K +$43.7K +4,596 +6%
IF
162
Ironwood Financial
Arizona
$807K -$42K -4,416 -5%
CFA
163
Cahill Financial Advisors
Minnesota
$757K +$7.77K +816 +1%
SIAS
164
Shine Investment Advisory Services
Colorado
$728K +$62K +6,522 +9%
HCA
165
Horan Capital Advisors
Ohio
$727K +$727K +76,476 New
SA
166
SRH Advisors
Kansas
$725K +$73.2K +7,704 +11%
ZIC
167
ZWJ Investment Counsel
Georgia
$725K +$725K +76,224 New
ODCM
168
Old Dominion Capital Management
Virginia
$722K +$722K +75,876 New
TW
169
Transform Wealth
Colorado
$716K +$33.7K +3,540 +5%
VCM
170
Vigilant Capital Management
Maine
$709K -$78.5K -8,250 -10%
WCM
171
Weik Capital Management
Pennsylvania
$689K +$456K +48,000 +196%
LYV
172
Live Your Vision
Pennsylvania
$683K +$16.5K +1,734 +2%
AF
173
Allworth Financial
California
$683K +$134K +14,088 +24%
DPI
174
Diversified Portfolios Inc
Michigan
$679K +$4.91K +516 +0.7%
FCAG
175
First Capital Advisors Group
New Jersey
$677K +$677K +71,196 New
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