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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

356 hedge funds and large institutions have $3.86B invested in Schwab US Broad Market ETF in 2017 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 165 increasing their positions, 113 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
356
Holders Change
+20
Holders Change %
+5.95%
% of All Funds
8.89%
Holding in Top 10
51
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.27%
New
41
Increased
165
Reduced
113
Closed
19
Calls
$1.93M
Puts
$408K
Net Calls
+$1.52M
Net Calls Change
+$1.01M

Top Buyers

1
MFRM
Milliman Financial Risk Management
Illinois
$1.11B
2
W
Wealthfront
California
$427M
3
Northern Trust
Northern Trust
Illinois
$97.8M
4
AIP
Almanack Investment Partners
Pennsylvania
$10.4M
5
TSS
Two Sigma Securities
New York
$6.77M

Top Sellers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$120M
2
AP
Agilis Partners
Massachusetts
$45.1M
3
Jane Street
Jane Street
New York
$234K
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$10.7M
5
SFSG
Stearns Financial Services Group
North Carolina
$5.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
TW
176
Transform Wealth
Colorado
$809K +$809K +79,668 New
SIC
177
Sigma Investment Counselors
Michigan
$808K -$97.8K -9,636 -11%
BPM
178
Bowling Portfolio Management
Ohio
$795K +$223K +21,930 +39%
LYV
179
Live Your Vision
Pennsylvania
$768K +$6.21K +612 +0.8%
PFA
180
Pure Financial Advisors
California
$751K +$103K +10,164 +16%
MWP
181
MYCIO Wealth Partners
Pennsylvania
$742K +$27.2K +2,682 +4%
MA
182
MCF Advisors
Kentucky
$741K -$1.69M -166,326 -69%
Fidelity Investments
183
Fidelity Investments
Massachusetts
$738K +$1.34K +132 +0.2%
DPI
184
Diversified Portfolios Inc
Michigan
$727K -$5.12K -504 -0.7%
SCM
185
SOL Capital Management
Maryland
$719K +$19.7K +1,938 +3%
KWM
186
Kingsview Wealth Management
Oregon
$707K -$217K -21,420 -24%
CPP
187
Crow Point Partners
Massachusetts
$707K +$707K +69,912 New
PIM
188
Penobscot Investment Management
Massachusetts
$705K +$26.5K +2,610 +4%
CFA
189
Cahill Financial Advisors
Minnesota
$697K -$42.1K -4,140 -6%
RCA
190
Rowland Carmichael Advisors
Arizona
$679K -$10.1K -990 -1%
PA
191
Pinnacle Associates
New York
$673K -$18.3K -1,800 -3%
FWM
192
Frontier Wealth Management
Missouri
$663K -$5.42K -534 -0.8%
JIC
193
Johnson Investment Counsel
Ohio
$662K -$6.63K -654 -1%
VCM
194
Vigilant Capital Management
Maine
$627K -$44.8K -4,410 -7%
SWM
195
Segment Wealth Management
Texas
$625K +$13.2K +1,302 +2%
CWM
196
Cranbrook Wealth Management
Michigan
$623K – – –
VCP
197
Vista Capital Partners
Oregon
$603K -$57.1K -5,628 -9%
FCAG
198
First Capital Advisors Group
New Jersey
$592K -$1.15M -113,172 -66%
BWA
199
BlueSky Wealth Advisors
North Carolina
$592K -$39K -3,840 -6%
NPC
200
National Planning Corporation
California
$591K -$516K -50,808 -47%
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