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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

309 hedge funds and large institutions have $2.39B invested in Schwab US Broad Market ETF in 2016 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 158 increasing their positions, 55 reducing their positions, and 23 closing their positions.

Holders
309
Holders Change
+40
Holders Change %
+14.87%
% of All Funds
7.74%
Holding in Top 10
44
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+29.41%
% of All Funds
1.1%
New
66
Increased
158
Reduced
55
Closed
23
Calls
$4.28M
Puts
$597K
Net Calls
+$3.68M
Net Calls Change
+$753K

Top Buyers

1
TIM
1
Total Investment Management
Arizona
$41.5M
2
MFRM
2
Milliman Financial Risk Management
Illinois
$340M
3
CAI
3
Capital Advisors Inc
Oklahoma
$32.6M
4
CWM
4
Circle Wealth Management
New Jersey
$24.6M
5
PCA
5
Personal Capital Advisors
California
$24M

Top Sellers

1
AP
1
Agilis Partners
Massachusetts
$48.1M
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$139M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$0
4
BJ
4
Brouwer & Janachowski
California
$44.9M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$4.87M
Name Market Value Shares Shares
Change 		Shares
Change %
AWMG
176
Alliance Wealth Management Group
New Jersey
$599K 11,083 +7,206 +186%
BWA
177
BlueSky Wealth Advisors
North Carolina
$568K 10,482 +10,482 New
SHJ
178
Sharkey, Howes & Javer
Colorado
$551K 10,162 -1,056 -9%
RCA
179
Rowland Carmichael Advisors
Arizona
$551K 10,176 +534 +6%
SCM
180
SOL Capital Management
Maryland
$546K 10,070 +958 +11%
VCP
181
Vista Capital Partners
Oregon
$541K 9,990 +446 +5%
LIM
182
Leavell Investment Management
Alabama
$528K 9,748 +3,433 +54%
AF
183
Allworth Financial
California
$521K 9,616 -6,026 -39%
JIC
184
Johnson Investment Counsel
Ohio
$507K 9,364 +1,189 +15%
AI
185
Atria Investments
North Carolina
$493K 9,094 +3,618 +66%
CCA
186
Cobblestone Capital Advisors
New York
$492K 9,081 +52 +0.6%
LI
187
LVZ Inc
Michigan
$492K 9,090 +3,244 +55%
MFS
188
MSI Financial Services
Massachusetts
$465K 8,572 +730 +9%
PFA
189
Pinnacle Family Advisors
Missouri
$442K 8,161 +8,161 New
ACM
190
Armbruster Capital Management
New York
$433K 7,992 -339 -4%
FWM
191
Frontier Wealth Management
Missouri
$422K 7,795 +46 +0.6%
OCM
192
One Capital Management
California
$422K 7,783 +527 +7%
PAG
193
Private Advisor Group
New Jersey
$412K 7,475 +2,693 +56%
SBSB
194
Sullivan, Bruyette, Speros & Blaney
Virginia
$397K 7,334 +1,626 +28%
IC
195
Iconiq Capital
California
$388K 7,168 – –
SSI
196
Scott & Selber Inc
Texas
$381K 7,035 -1,095 -13%
SFG
197
StrategIQ Financial Group
Indiana
$381K 7,024 +806 +13%
BPM
198
Bowling Portfolio Management
Ohio
$374K 6,908 +2,530 +58%
CA
199
Callahan Advisors
Texas
$366K 6,751 +1,470 +28%
BJL
200
Brighton Jones LLC
Washington
$366K 6,755 -10,651 -61%
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