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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

240 hedge funds and large institutions have $1.62B invested in Schwab US Broad Market ETF in 2016 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 110 increasing their positions, 73 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
+2
Holders Change %
+0.84%
% of All Funds
6.41%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.88%
New
27
Increased
110
Reduced
73
Closed
23
Calls
$3.41M
Puts
$231K
Net Calls
+$3.18M
Net Calls Change
+$1.57M

Top Buyers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$106M
2
MFRM
2
Milliman Financial Risk Management
Illinois
$258M
3
HP
3
HT Partners
Connecticut
$74.7M
4
Betterment LLC
4
Betterment LLC
New York
$93.5M
5
W
5
Wealthfront
California
$136M

Top Sellers

1
MIAN
1
Mariner Independent Advisor Network
Kansas
$8.72M
2
Bank of America
2
Bank of America
North Carolina
$4.96M
3
AA
3
Apriem Advisors
California
$1.99M
4
PA
4
Planning Alternatives
Michigan
$42.5M
5
FPCG
5
Fort Pitt Capital Group
Pennsylvania
$30.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
176
SOL Capital Management
Maryland
$233K +$24K +2,928 +11%
CA
177
Cetera Advisors
Colorado
$233K +$233K +28,380 New
RWM
178
RKL Wealth Management
Pennsylvania
$227K +$227K +27,660 New
PWMAG
179
Pinnacle Wealth Management Advisory Group
New Jersey
$223K +$223K +27,156 New
NPPM
180
North Point Portfolio Managers
Ohio
$222K – – –
CAG
181
Crestwood Advisors Group
Massachusetts
$214K +$214K +26,040 New
WA
182
Wealth Architects
California
$212K -$688 -84 -0.3%
SFG
183
StrategIQ Financial Group
Indiana
$211K +$211K +25,668 New
AMIM
184
Aull & Monroe Investment Management
Alabama
$208K -$4.93K -600 -2%
HSA
185
HBK Sorce Advisory
Pennsylvania
$207K -$217K -26,460 -51%
AWM
186
Avior Wealth Management
Nebraska
$203K +$203K +24,702 New
IC
187
InterOcean Capital
Illinois
$202K – – –
BRWA
188
B. Riley Wealth Advisors
Florida
$201K -$19.7K -2,400 -9%
HF
189
Hoxton Financial
West Virginia
$195K – – –
BWA
190
Burt Wealth Advisors
Maryland
$173K +$1.14K +138 +0.7%
PWM
191
Perigon Wealth Management
California
$170K +$170K +19,458 New
SEIA
192
Signature Estate & Investment Advisors
California
$153K +$786 +96 +0.5%
TWA
193
TCI Wealth Advisors
Arizona
$151K +$690 +84 +0.5%
MFT
194
Moisand Fitzgerald Tamayo
Florida
$133K -$15.1K -1,836 -10%
MA
195
MUFG Americas
New York
$112K +$112K +13,620 New
PNC Financial Services Group
196
PNC Financial Services Group
Pennsylvania
$96K -$180K -21,900 -65%
ACM
197
Argentus Capital Management
Texas
$89K -$127K -15,570 -59%
Fifth Third Bancorp
198
Fifth Third Bancorp
Ohio
$89K – – –
KT
199
Kanaly Trust
Texas
$84K – – –
IWM
200
Integrated Wealth Management
California
$84K +$2.71K +330 +3%
6 7
8
9 10