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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

336 hedge funds and large institutions have $2.93B invested in Schwab US Broad Market ETF in 2017 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 179 increasing their positions, 91 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
336
Holders Change
+9
Holders Change %
+2.75%
% of All Funds
8.39%
Holding in Top 10
51
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.25%
% of All Funds
1.27%
New
30
Increased
179
Reduced
91
Closed
17
Calls
$1.81M
Puts
$1.29M
Net Calls
+$513K
Net Calls Change
+$177K

Top Buyers

1
UBS Group
UBS Group
Switzerland
$124M
2
W
Wealthfront
California
$352M
3
AP
Agilis Partners
Massachusetts
$71.3M
4
Northern Trust
Northern Trust
Illinois
$51.6M
5
MFRM
Milliman Financial Risk Management
Illinois
$418M

Top Sellers

1
MML Investors Services
MML Investors Services
Massachusetts
$368K
2
MWM
Merriman Wealth Management
Washington
$0
3
FPCG
Fort Pitt Capital Group
Pennsylvania
$34.8M
4
SG Americas Securities
SG Americas Securities
New York
$0
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
176
Fidelity Investments
Massachusetts
$709K +$335K +34,422 +90%
DPI
177
Diversified Portfolios Inc
Michigan
$703K +$7.19K +738 +1%
MWP
178
MYCIO Wealth Partners
Pennsylvania
$687K +$22.3K +2,286 +3%
SCM
179
SOL Capital Management
Maryland
$671K +$47.3K +4,860 +8%
PA
180
Pinnacle Associates
New York
$663K -$6.31K -648 -0.9%
RCA
181
Rowland Carmichael Advisors
Arizona
$661K +$167K +17,118 +34%
PIM
182
Penobscot Investment Management
Massachusetts
$651K +$50.8K +5,214 +8%
VCM
183
Vigilant Capital Management
Maine
$645K -$81.3K -8,340 -11%
WCM
184
Weik Capital Management
Pennsylvania
$645K -$61.4K -6,300 -9%
JIC
185
Johnson Investment Counsel
Ohio
$642K +$48.6K +4,992 +8%
FWM
186
Frontier Wealth Management
Missouri
$642K +$189K +19,416 +42%
VCP
187
Vista Capital Partners
Oregon
$634K +$19.1K +1,962 +3%
Carson Wealth (CWM LLC)
188
Carson Wealth (CWM LLC)
Nebraska
$632K – – –
ZIC
189
ZWJ Investment Counsel
Georgia
$626K -$117K -12,012 -16%
PFA
190
Pure Financial Advisors
California
$622K +$99.3K +10,182 +19%
BWA
191
BlueSky Wealth Advisors
North Carolina
$606K +$5.67K +582 +0.9%
Millennium Management
192
Millennium Management
New York
$601K -$541K -55,590 -47%
CWM
193
Cranbrook Wealth Management
Michigan
$598K – – –
Northwestern Mutual Wealth Management
194
Northwestern Mutual Wealth Management
Wisconsin
$596K +$184K +18,840 +44%
SWM
195
Segment Wealth Management
Texas
$587K +$64.3K +6,600 +12%
William Blair & Company
196
William Blair & Company
Illinois
$556K +$556K +57,078 New
CG
197
Colony Group
Massachusetts
$553K +$553K +56,790 New
BPM
198
Bowling Portfolio Management
Ohio
$550K +$80.1K +8,214 +17%
RWM
199
RKL Wealth Management
Pennsylvania
$548K -$36.1K -3,708 -6%
OCM
200
One Capital Management
California
$508K +$58.6K +6,006 +13%
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