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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

269 hedge funds and large institutions have $2.07B invested in Schwab US Broad Market ETF in 2016 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 128 increasing their positions, 77 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
+12
Holders Change %
+4.67%
% of All Funds
7.19%
Holding in Top 10
34
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.91%
New
28
Increased
128
Reduced
77
Closed
14
Calls
$3.43M
Puts
$495K
Net Calls
+$2.93M
Net Calls Change
-$158K

Top Buyers

1
MFRM
1
Milliman Financial Risk Management
Illinois
$295M
2
W
2
Wealthfront
California
$226M
3
EK
3
Evensky & Katz
Florida
$106M
4
Northern Trust
4
Northern Trust
Illinois
$33.3M
5
Bank of America
5
Bank of America
North Carolina
$36.1M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
FC
2
Financial Consulate
Maryland
$15.4M
3
HDIM
3
Hanson & Doremus Investment Management
Vermont
$11.9M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$38.5M
5
HCM
5
Hengehold Capital Management
Ohio
$4.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIA
176
Peachtree Investment Advisors
Georgia
$295K +$1.31K +150 +0.4%
Citigroup
177
Citigroup
New York
$292K -$40.9K -4,698 -12%
AI
178
Atria Investments
North Carolina
$286K -$4.7K -540 -2%
SB
179
Suntrust Banks
Georgia
$279K +$105 +12 +0%
CAG
180
Crestwood Advisors Group
Massachusetts
$279K +$35.4K +4,050 +15%
CA
181
Callahan Advisors
Texas
$276K -$33K -3,792 -11%
QCMNJ
182
Quantum Capital Management (New Jersey)
New Jersey
$269K -$32.4K -3,714 -11%
VWA
183
V Wealth Advisors
Kansas
$268K +$314 +36 +0.1%
CWM
184
Cabot Wealth Management
Massachusetts
$264K -$131K -15,042 -33%
GG
185
Gofen & Glossberg
Illinois
$263K +$2.99K +342 +1%
FTUS
186
Flow Traders U.S.
New York
$258K -$1.01M -115,422 -80%
V
187
Veritable
Delaware
$256K +$256K +29,370 New
SBH
188
Segall Bryant & Hamill
Illinois
$250K +$250K +28,638 New
PAG
189
Private Advisor Group
New Jersey
$248K -$17.2K -1,992 -6%
SHWM
190
Smith & Howard Wealth Management
Georgia
$246K -$201K -23,028 -45%
NDSI
191
Newman Dignan & Sheerar Inc
Rhode Island
$243K -$182K -20,958 -43%
NHC
192
Nicholas Hoffman & Company
Georgia
$238K +$1.36K +156 +0.6%
NPPM
193
North Point Portfolio Managers
Ohio
$235K – – –
FF
194
Friedenthal Financial
New Jersey
$229K -$1.05K -120 -0.5%
BPM
195
Bowling Portfolio Management
Ohio
$229K +$229K +26,268 New
AWM
196
Avior Wealth Management
Nebraska
$227K +$9.33K +1,068 +4%
WA
197
Wealth Architects
California
$225K +$104 +12 +0%
AA
198
Advisory Alpha
Michigan
$223K +$193K +22,158 +639%
GMA
199
Goldstein Munger & Associates
California
$221K +$11.1K +1,272 +5%
HSA
200
HBK Sorce Advisory
Pennsylvania
$220K – – –
6 7
8
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