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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

356 hedge funds and large institutions have $3.86B invested in Schwab US Broad Market ETF in 2017 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 165 increasing their positions, 113 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
356
Holders Change
+20
Holders Change %
+5.95%
% of All Funds
8.89%
Holding in Top 10
51
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.27%
New
41
Increased
165
Reduced
113
Closed
19
Calls
$1.93M
Puts
$408K
Net Calls
+$1.52M
Net Calls Change
+$1.01M

Top Buyers

1
MFRM
Milliman Financial Risk Management
Illinois
$1.11B
2
W
Wealthfront
California
$427M
3
Northern Trust
Northern Trust
Illinois
$97.8M
4
AIP
Almanack Investment Partners
Pennsylvania
$10.4M
5
TSS
Two Sigma Securities
New York
$6.77M

Top Sellers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$120M
2
AP
Agilis Partners
Massachusetts
$45.1M
3
Jane Street
Jane Street
New York
$234K
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$10.7M
5
SFSG
Stearns Financial Services Group
North Carolina
$5.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
201
Colony Group
Massachusetts
$583K +$6.1K +600 +1%
MWM
202
Mission Wealth Management
California
$566K +$566K +55,776 New
NHC
203
Nicholas Hoffman & Company
Georgia
$563K +$291K +28,650 +107%
RWM
204
RKL Wealth Management
Pennsylvania
$561K -$11.7K -1,146 -2%
Northwestern Mutual Wealth Management
205
Northwestern Mutual Wealth Management
Wisconsin
$527K -$94.7K -9,318 -15%
ACM
206
Armbruster Capital Management
New York
$520K +$38.3K +3,774 +8%
PFA
207
Pinnacle Family Advisors
Missouri
$511K -$7.31K -720 -1%
CA
208
Callahan Advisors
Texas
$506K +$9.01K +888 +2%
SWM
209
SVA Wealth Management
Wisconsin
$501K +$213K +21,000 +74%
OCM
210
One Capital Management
California
$491K -$38.5K -3,786 -7%
MPWT
211
MassMutual Private Wealth & Trust
Connecticut
$482K – – –
ZIC
212
ZWJ Investment Counsel
Georgia
$475K -$176K -17,382 -27%
William Blair & Company
213
William Blair & Company
Illinois
$473K -$106K -10,452 -18%
CAM
214
Carret Asset Management
New York
$447K +$121K +11,904 +37%
KBFS
215
Kohmann Bosshard Financial Services
Ohio
$445K +$445K +43,836 New
TCM
216
Twele Capital Management
Minnesota
$444K – – –
SHJ
217
Sharkey, Howes & Javer
Colorado
$437K -$72.2K -7,032 -14%
IC
218
Iconiq Capital
California
$437K – – –
IFS
219
Ifrah Financial Services
Arkansas
$433K +$10.5K +1,032 +2%
HCM
220
Hollencrest Capital Management
California
$433K +$166K +16,374 +62%
SBSB
221
Sullivan, Bruyette, Speros & Blaney
Virginia
$428K +$304 +30 +0.1%
RW
222
REDW Wealth
New Mexico
$425K +$6.76K +666 +2%
PIA
223
Peachtree Investment Advisors
Georgia
$423K +$18.8K +1,848 +5%
NDSI
224
Newman Dignan & Sheerar Inc
Rhode Island
$420K +$10.6K +1,044 +3%
IC
225
InterOcean Capital
Illinois
$402K +$19.6K +1,926 +5%
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