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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 %
SLA
201
Silver Lake Advisory
Utah
$360K 6,644 +40 +0.6%
TCM
202
Twele Capital Management
Minnesota
$359K 6,619 – –
FIM
203
Frontier Investment Management
Texas
$359K 6,631 +72 +1%
RI
204
Ridgewood Investments
New Jersey
$353K 6,522 +6,522 New
IFS
205
Ifrah Financial Services
Arkansas
$352K 6,492 -7,210 -53%
TH
206
Timber Hill
Connecticut
$338K 6,243 +6,243 New
IC
207
InterOcean Capital
Illinois
$334K 6,165 +2,060 +50%
PIA
208
Peachtree Investment Advisors
Georgia
$312K 5,760 +130 +2%
Northwestern Mutual Wealth Management
209
Northwestern Mutual Wealth Management
Wisconsin
$310K 5,721 +5,721 New
Citigroup
210
Citigroup
New York
$305K 5,623 +36 +0.6%
WPA
211
West Paces Advisors
Georgia
$302K 5,571 +5,571 New
CAG
212
Crestwood Advisors Group
Massachusetts
$297K 5,480 +155 +3%
AAS
213
Annex Advisory Services
Wisconsin
$296K 5,471 -1,178 -18%
VWA
214
V Wealth Advisors
Kansas
$279K 5,135 +12 +0.2%
GG
215
Gofen & Glossberg
Illinois
$272K 5,028 +7 +0.1%
PWM
216
Perigon Wealth Management
California
$267K 4,634 +648 +16%
GMA
217
Goldstein Munger & Associates
California
$267K 4,937 +716 +17%
CWM
218
Cabot Wealth Management
Massachusetts
$266K 4,903 -138 -3%
V
219
Veritable
Delaware
$265K 4,900 +5 +0.1%
CAM
220
Carret Asset Management
New York
$265K 4,888 +948 +24%
CIC
221
Carnegie Investment Counsel
Ohio
$260K 4,729 +4,729 New
LBC
222
Lowe Brockenbrough & Co
Virginia
$260K 4,806 +4,806 New
SBH
223
Segall Bryant & Hamill
Illinois
$259K 4,773 – –
LAIC
224
Lederer & Associates Investment Counsel
California
$259K 4,778 +4,778 New
QCMNJ
225
Quantum Capital Management (New Jersey)
New Jersey
$258K 4,763 -383 -7%
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9
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