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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

257 hedge funds and large institutions have $1.74B invested in Schwab US Broad Market ETF in 2016 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 128 increasing their positions, 69 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
257
Holders Change
+17
Holders Change %
+7.08%
% of All Funds
6.87%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.91%
New
32
Increased
128
Reduced
69
Closed
11
Calls
$3.68M
Puts
$587K
Net Calls
+$3.09M
Net Calls Change
-$88K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$43.2M
2
W
2
Wealthfront
California
$176M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$27.5M
4
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$128M
5
BJ
5
Brouwer & Janachowski
California
$52.8M

Top Sellers

1
DWM
1
Destination Wealth Management
California
$3.15M
2
MFRM
2
Milliman Financial Risk Management
Illinois
$237M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$0
4
LPL Financial
4
LPL Financial
California
$4.97M
5
AP
5
Agilis Partners
Massachusetts
$51.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AMIM
201
Aull & Monroe Investment Management
Alabama
$208K -$3.77K -450 -2%
AWM
202
Avior Wealth Management
Nebraska
$207K +$1.79K +216 +0.9%
IC
203
InterOcean Capital
Illinois
$206K – – –
BRWA
204
B. Riley Wealth Advisors
Florida
$206K +$1.01K +120 +0.5%
GMA
205
Goldstein Munger & Associates
California
$202K +$202K +24,054 New
EAM
206
Evanson Asset Management
California
$200K +$200K +23,880 New
PWM
207
Perigon Wealth Management
California
$183K +$20.3K +2,424 +12%
BWA
208
Burt Wealth Advisors
Maryland
$176K +$451 +54 +0.3%
Carson Wealth (CWM LLC)
209
Carson Wealth (CWM LLC)
Nebraska
$163K +$163K +19,452 New
SEIA
210
Signature Estate & Investment Advisors
California
$157K +$753 +90 +0.5%
TWA
211
TCI Wealth Advisors
Arizona
$155K +$705 +84 +0.5%
PNC Financial Services Group
212
PNC Financial Services Group
Pennsylvania
$108K +$10.1K +1,200 +10%
MA
213
MUFG Americas
New York
$96K -$18.4K -2,190 -16%
Fifth Third Bancorp
214
Fifth Third Bancorp
Ohio
$91K – – –
US Bancorp
215
US Bancorp
Minnesota
$87K +$4.56K +540 +6%
KT
216
Kanaly Trust
Texas
$86K – – –
S
217
SignatureFD
Georgia
$78K +$402 +48 +0.5%
ACM
218
Argentus Capital Management
Texas
$74K -$16.8K -2,016 -19%
WAM
219
Wealthspire Advisors (Maryland)
Maryland
$70K +$350 +42 +0.5%
APSP
220
Asset Planning Services (Pennsylvania)
Pennsylvania
$66K +$304 +36 +0.5%
JIC
221
Joel Isaacson & Co
New York
$65K – – –
AWM
222
AllSquare Wealth Management
New York
$64K – – –
BAM
223
Barrett Asset Management
New York
$51K – – –
ST
224
Smithfield Trust
Pennsylvania
$50K – – –
TIM
225
Tortoise Investment Management
New York
$48K – – –
7 8
9
10 11