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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

257 hedge funds and large institutions have $1.74B invested in Schwab US Broad Market ETF in 2016 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 128 increasing their positions, 69 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
257
Holders Change
+17
Holders Change %
+7.08%
% of All Funds
6.87%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.91%
New
32
Increased
128
Reduced
69
Closed
11
Calls
$3.68M
Puts
$587K
Net Calls
+$3.09M
Net Calls Change
-$88K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$43.2M
2
W
2
Wealthfront
California
$176M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$27.5M
4
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$128M
5
BJ
5
Brouwer & Janachowski
California
$52.8M

Top Sellers

1
DWM
1
Destination Wealth Management
California
$3.15M
2
MFRM
2
Milliman Financial Risk Management
Illinois
$237M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$0
4
LPL Financial
4
LPL Financial
California
$4.97M
5
AP
5
Agilis Partners
Massachusetts
$51.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCMNJ
176
Quantum Capital Management (New Jersey)
New Jersey
$290K -$4.38K -522 -1%
FNBT
177
FineMark National Bank & Trust
Florida
$289K +$1.46K +174 +0.5%
SFG
178
StrategIQ Financial Group
Indiana
$289K +$74.1K +8,850 +34%
MWP
179
MYCIO Wealth Partners
Pennsylvania
$289K +$281K +33,606 +3,637%
LIM
180
Leavell Investment Management
Alabama
$286K +$30.7K +3,660 +12%
SBSB
181
Sullivan, Bruyette, Speros & Blaney
Virginia
$283K +$283K +33,786 New
AI
182
Atria Investments
North Carolina
$282K -$2.34M -276,882 -89%
PIA
183
Peachtree Investment Advisors
Georgia
$282K -$9.81K -1,170 -3%
MPM
184
Meritage Portfolio Management
Kansas
$276K +$276K +32,880 New
SB
185
Suntrust Banks
Georgia
$268K +$268K +32,010 New
VWA
186
V Wealth Advisors
Kansas
$258K +$504 +60 +0.2%
PAG
187
Private Advisor Group
New Jersey
$257K -$24.7K -2,946 -9%
SCM
188
SOL Capital Management
Maryland
$255K +$16.9K +2,016 +7%
GG
189
Gofen & Glossberg
Illinois
$250K +$9.62K +1,146 +4%
VKH
190
Virtu KCG Holdings
New York
$245K +$245K +29,214 New
AWMG
191
Alliance Wealth Management Group
New Jersey
$234K -$4.83K -576 -2%
CAG
192
Crestwood Advisors Group
Massachusetts
$234K +$15.6K +1,860 +7%
NHC
193
Nicholas Hoffman & Company
Georgia
$228K +$228K +27,162 New
Northwestern Mutual Wealth Management
194
Northwestern Mutual Wealth Management
Wisconsin
$227K -$305K -36,450 -57%
NPPM
195
North Point Portfolio Managers
Ohio
$226K – – –
FF
196
Friedenthal Financial
New Jersey
$221K -$236K -28,164 -52%
SWM
197
Stockman Wealth Management
Montana
$219K -$25.7K -3,066 -10%
VF
198
Virtu Financial
New York
$218K +$218K +26,046 New
WA
199
Wealth Architects
California
$216K +$50 +6 +0%
HSA
200
HBK Sorce Advisory
Pennsylvania
$212K +$654 +78 +0.3%
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