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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

240 hedge funds and large institutions have $1.62B invested in Schwab US Broad Market ETF in 2016 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 110 increasing their positions, 73 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
+2
Holders Change %
+0.84%
% of All Funds
6.41%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.88%
New
27
Increased
110
Reduced
73
Closed
23
Calls
$3.41M
Puts
$231K
Net Calls
+$3.18M
Net Calls Change
+$1.57M

Top Buyers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$106M
2
MFRM
2
Milliman Financial Risk Management
Illinois
$258M
3
HP
3
HT Partners
Connecticut
$74.7M
4
Betterment LLC
4
Betterment LLC
New York
$93.5M
5
W
5
Wealthfront
California
$136M

Top Sellers

1
MIAN
1
Mariner Independent Advisor Network
Kansas
$8.72M
2
Bank of America
2
Bank of America
North Carolina
$4.96M
3
AA
3
Apriem Advisors
California
$1.99M
4
PA
4
Planning Alternatives
Michigan
$42.5M
5
FPCG
5
Fort Pitt Capital Group
Pennsylvania
$30.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
201
US Bancorp
Minnesota
$80K +$55.4K +6,762 +225%
S
202
SignatureFD
Georgia
$76K +$6.79K +828 +10%
WAM
203
Wealthspire Advisors (Maryland)
Maryland
$69K +$18K +2,184 +35%
APSP
204
Asset Planning Services (Pennsylvania)
Pennsylvania
$64K +$296 +36 +0.5%
JIC
205
Joel Isaacson & Co
New York
$63K – – –
AWM
206
AllSquare Wealth Management
New York
$62K +$3.87K +474 +7%
BAM
207
Barrett Asset Management
New York
$50K – – –
ST
208
Smithfield Trust
Pennsylvania
$49K -$49.7K -6,000 -50%
BCM
209
Blume Capital Management
California
$49K – – –
TIM
210
Tortoise Investment Management
New York
$47K – – –
KKAMG
211
Kernodle & Katon Asset Management Group
Arkansas
$43K – – –
SSB
212
Sandy Spring Bank
Maryland
$39K – – –
MCM
213
MV Capital Management
Maryland
$39K – – –
EWM
214
Edge Wealth Management
New York
$34K -$2.22K -270 -6%
CPIG
215
Chicago Partners Investment Group
Illinois
$30K +$1.59K +192 +6%
ZB
216
Zions Bancorporation
Utah
$27K +$27K +3,276 New
PO
217
Private Ocean
California
$23K +$343 +42 +2%
TCM
218
Tradewinds Capital Management
Washington
$22K +$2.67K +330 +14%
VIA
219
Vantage Investment Advisors
Pennsylvania
$21K – – –
CA
220
CapWealth Advisors
Tennessee
$20K – – –
BC
221
Barnett & Company
Tennessee
$15K +$15K +1,794 New
WCM
222
Wealthcare Capital Management
Virginia
$13K -$140K -17,502 -91%
GWS
223
Glassman Wealth Services
Virginia
$13K – – –
SEI Investments
224
SEI Investments
Pennsylvania
$12K +$12K +1,488 New
SIM
225
Sonora Investment Management
Arizona
$10.2K +$10.2K +1,224 New
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9
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