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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

327 hedge funds and large institutions have $2.69B invested in Schwab US Broad Market ETF in 2017 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 173 increasing their positions, 72 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
+18
Holders Change %
+5.83%
% of All Funds
8.15%
Holding in Top 10
48
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.09%
% of All Funds
1.2%
New
47
Increased
173
Reduced
72
Closed
25
Calls
$1.24M
Puts
$902K
Net Calls
+$336K
Net Calls Change
-$3.35M

Top Buyers

1
W
Wealthfront
California
$295M
2
MFRM
Milliman Financial Risk Management
Illinois
$394M
3
MML Investors Services
MML Investors Services
Massachusetts
$34M
4
MWM
Merriman Wealth Management
Washington
$14M
5
EK
Evensky & Katz
Florida
$133M

Top Sellers

1
BJ
Brouwer & Janachowski
California
$17M
2
OAJ
Ogorek Anthony Joseph
New York
$22.5M
3
FPCG
Fort Pitt Capital Group
Pennsylvania
$46.5M
4
Betterment LLC
Betterment LLC
New York
$130M
5
Jane Street
Jane Street
New York
$2.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWL
201
Bogart Wealth LLC
Virginia
$427K +$427K +44,898 New
CA
202
Callahan Advisors
Texas
$425K +$39.5K +4,146 +10%
SSI
203
Scott & Selber Inc
Texas
$423K +$21.7K +2,280 +5%
IC
204
Iconiq Capital
California
$409K – – –
Northwestern Mutual Wealth Management
205
Northwestern Mutual Wealth Management
Wisconsin
$403K +$76.3K +8,022 +23%
SBSB
206
Sullivan, Bruyette, Speros & Blaney
Virginia
$397K -$21K -2,214 -5%
IFS
207
Ifrah Financial Services
Arkansas
$388K +$17.1K +1,800 +5%
TCM
208
Twele Capital Management
Minnesota
$386K +$8.28K +870 +2%
SLA
209
Silver Lake Advisory
Utah
$381K +$1.43K +150 +0.4%
FIM
210
Frontier Investment Management
Texas
$373K -$5.42K -570 -1%
GWM
211
Greenwich Wealth Management
Connecticut
$371K +$371K +39,000 New
SFG
212
StrategIQ Financial Group
Indiana
$369K -$31.4K -3,306 -8%
TH
213
Timber Hill
Connecticut
$368K +$11.6K +1,224 +3%
Fidelity Investments
214
Fidelity Investments
Massachusetts
$366K +$104K +10,962 +40%
PIA
215
Peachtree Investment Advisors
Georgia
$365K +$36K +3,780 +11%
IC
216
InterOcean Capital
Illinois
$358K +$5.83K +612 +2%
RI
217
Ridgewood Investments
New Jersey
$353K -$19.4K -2,040 -5%
RW
218
REDW Wealth
New Mexico
$341K +$69K +7,242 +25%
SI
219
SII Investments
Wisconsin
$340K +$79K +8,274 +30%
PA
220
Paracle Advisors
Washington
$333K +$333K +35,094 New
GP
221
Girard Partners
Pennsylvania
$330K +$330K +34,716 New
PA
222
Perennial Advisors
New York
$324K +$324K +34,056 New
CAM
223
Carret Asset Management
New York
$319K +$40.5K +4,260 +15%
AWS
224
AJ Wealth Strategies
New York
$306K +$36.4K +3,834 +14%
LI
225
LVZ Inc
Michigan
$303K -$216K -22,680 -42%
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