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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

356 hedge funds and large institutions have $3.86B invested in Schwab US Broad Market ETF in 2017 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 165 increasing their positions, 113 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
356
Holders Change
+20
Holders Change %
+5.95%
% of All Funds
8.89%
Holding in Top 10
51
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.27%
New
41
Increased
165
Reduced
113
Closed
19
Calls
$1.93M
Puts
$408K
Net Calls
+$1.52M
Net Calls Change
+$1.01M

Top Buyers

1
MFRM
Milliman Financial Risk Management
Illinois
$1.11B
2
W
Wealthfront
California
$427M
3
Northern Trust
Northern Trust
Illinois
$97.8M
4
AIP
Almanack Investment Partners
Pennsylvania
$10.4M
5
TSS
Two Sigma Securities
New York
$6.77M

Top Sellers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$120M
2
AP
Agilis Partners
Massachusetts
$45.1M
3
Jane Street
Jane Street
New York
$234K
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$10.7M
5
SFSG
Stearns Financial Services Group
North Carolina
$5.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
SGCA
151
Steel Grove Capital Advisors
Tennessee
$1.12M -$382K -37,596 -25%
AC
152
Addison Capital
Pennsylvania
$1.12M -$30.1K -2,964 -3%
LCM
153
Liberty Capital Management
Michigan
$1.1M +$841K +81,108 +324%
FWP
154
FAS Wealth Partners
Kansas
$1.05M +$92.6K +9,120 +10%
ASN
155
Advisory Services Network
Georgia
$1.04M +$672K +66,234 +183%
AA
156
Ancora Advisors
Ohio
$1.03M +$28.1K +2,766 +3%
HCA
157
Horan Capital Advisors
Ohio
$1.03M +$144K +14,154 +16%
BSW
158
Buckingham Strategic Wealth
Missouri
$1.02M -$38K -3,744 -4%
MWAC
159
Mariner Wealth Advisors (Cincinnati)
Ohio
$976K +$9.87K +972 +1%
NCM
160
Novare Capital Management
North Carolina
$962K -$30K -2,958 -3%
DP
161
Denver PWM
Colorado
$959K +$959K +91,980 New
GIP
162
Granite Investment Partners
California
$951K +$37.3K +3,600 +4%
SIAS
163
Shine Investment Advisory Services
Colorado
$945K -$78.8K -7,770 -8%
LIM
164
Leavell Investment Management
Alabama
$944K +$40.1K +3,948 +4%
Millennium Management
165
Millennium Management
New York
$942K +$315K +31,044 +50%
BWL
166
Bogart Wealth LLC
Virginia
$926K +$125K +12,156 +16%
ODCM
167
Old Dominion Capital Management
Virginia
$909K +$108K +10,608 +13%
TYCC
168
Texas Yale Capital Corp
Florida
$908K -$3.05K -300 -0.3%
V
169
Veritable
Delaware
$896K +$670 +66 +0.1%
AF
170
Allworth Financial
California
$891K -$93.4K -9,198 -9%
CA
171
Cambridge Advisors
Nebraska
$887K +$17.3K +1,704 +2%
BAM
172
Belpointe Asset Management
Nevada
$867K +$867K +85,362 New
SA
173
SRH Advisors
Kansas
$846K +$67.9K +6,684 +9%
FF
174
Friedenthal Financial
New Jersey
$844K -$14.6K -1,434 -2%
IF
175
Ironwood Financial
Arizona
$840K -$32.4K -3,186 -4%
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7
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