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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

336 hedge funds and large institutions have $2.93B invested in Schwab US Broad Market ETF in 2017 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 179 increasing their positions, 91 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
336
Holders Change
+9
Holders Change %
+2.75%
% of All Funds
8.39%
Holding in Top 10
51
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.25%
% of All Funds
1.27%
New
30
Increased
179
Reduced
91
Closed
17
Calls
$1.81M
Puts
$1.29M
Net Calls
+$513K
Net Calls Change
+$177K

Top Buyers

1
UBS Group
UBS Group
Switzerland
$124M
2
W
Wealthfront
California
$352M
3
AP
Agilis Partners
Massachusetts
$71.3M
4
Northern Trust
Northern Trust
Illinois
$51.6M
5
MFRM
Milliman Financial Risk Management
Illinois
$418M

Top Sellers

1
MML Investors Services
MML Investors Services
Massachusetts
$368K
2
MWM
Merriman Wealth Management
Washington
$0
3
FPCG
Fort Pitt Capital Group
Pennsylvania
$34.8M
4
SG Americas Securities
SG Americas Securities
New York
$0
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
201
Pinnacle Family Advisors
Missouri
$498K +$12.1K +1,236 +2%
Citadel Advisors
202
Citadel Advisors
Florida
$490K +$490K +50,322 New
SHJ
203
Sharkey, Howes & Javer
Colorado
$483K -$73.4K -7,536 -13%
CA
204
Callahan Advisors
Texas
$477K +$42.3K +4,344 +10%
Cerity Partners
205
Cerity Partners
New York
$468K +$173K +14,634 +59%
MPWT
206
MassMutual Private Wealth & Trust
Connecticut
$463K +$463K +47,496 New
ACM
207
Armbruster Capital Management
New York
$462K -$993 -102 -0.2%
HSA
208
HBK Sorce Advisory
Pennsylvania
$447K +$198K +20,340 +80%
TCM
209
Twele Capital Management
Minnesota
$426K +$30.8K +3,162 +8%
IC
210
Iconiq Capital
California
$419K – – –
SBSB
211
Sullivan, Bruyette, Speros & Blaney
Virginia
$411K +$3.8K +390 +0.9%
IFS
212
Ifrah Financial Services
Arkansas
$406K +$8.83K +906 +2%
RW
213
REDW Wealth
New Mexico
$401K +$52.4K +5,388 +15%
NDSI
214
Newman Dignan & Sheerar Inc
Rhode Island
$393K +$26.7K +2,736 +7%
FIM
215
Frontier Investment Management
Texas
$390K +$8.35K +858 +2%
PIA
216
Peachtree Investment Advisors
Georgia
$388K +$14.6K +1,500 +4%
MML Investors Services
217
MML Investors Services
Massachusetts
$368K -$56.3M -5,775,732 -99%
IC
218
InterOcean Capital
Illinois
$367K +$526 +54 +0.1%
PA
219
Perennial Advisors
New York
$366K +$34.4K +3,528 +10%
RI
220
Ridgewood Investments
New Jersey
$365K +$4.09K +420 +1%
TH
221
Timber Hill
Connecticut
$354K -$22.5K -2,316 -6%
ASN
222
Advisory Services Network
Georgia
$353K +$148K +15,210 +72%
GWM
223
Greenwich Wealth Management
Connecticut
$351K -$29.3K -3,000 -8%
Bank of New York Mellon
224
Bank of New York Mellon
New York
$340K +$340K +34,872 New
SI
225
SII Investments
Wisconsin
$338K -$9.37K -960 -3%
7 8
9
10 11