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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.

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 Market Value Shares Shares
Change 		Shares
Change %
MFRM
1
Milliman Financial Risk Management
Illinois
$237M 4,710,824 -525,626 -10%
W
2
Wealthfront
California
$176M 3,506,158 +752,161 +27%
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$128M 2,537,806 +380,509 +18%
Betterment LLC
4
Betterment LLC
New York
$103M 2,057,233 +159,346 +8%
HP
5
HT Partners
Connecticut
$76.7M 1,523,948 +7,955 +0.5%
EK
6
Evensky & Katz
Florida
$67M 1,332,126 +147,373 +12%
RPGK
7
Retirement Planning Group (Kansas)
Kansas
$59.8M 1,189,661 +26,643 +2%
BJ
8
Brouwer & Janachowski
California
$52.8M 1,049,576 +290,112 +38%
AP
9
Agilis Partners
Massachusetts
$51.2M 1,017,495 -109,412 -10%
UBS Group
10
UBS Group
Switzerland
$43.2M 858,649 +838,525 +4,167%
PA
11
Planning Alternatives
Michigan
$41.9M 833,550 -28,531 -3%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$39.7M 789,869 -26,947 -3%
AI
13
Accredited Investors
Minnesota
$36.8M 731,546 +47,074 +7%
UCFA
14
United Capital Financial Advisors
Texas
$34.8M 696,726 -34,059 -5%
OAJ
15
Ogorek Anthony Joseph
New York
$30M 595,667 -76,445 -11%
FPCG
16
Fort Pitt Capital Group
Pennsylvania
$28.8M 571,615 -56,006 -9%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$27.5M 546,140 +501,185 +1,115%
FC
18
Financial Consulate
Maryland
$22.1M 439,923 -1,629 -0.4%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$19.9M 395,715 -33,058 -8%
HB
20
Homrich & Berg
Georgia
$19.7M 391,886 +18,783 +5%
HDIM
21
Hanson & Doremus Investment Management
Vermont
$17.1M 340,416 +9,508 +3%
KFA
22
Kays Financial Advisory
Georgia
$16.6M 329,900 +4,020 +1%
Brown Advisory
23
Brown Advisory
Maryland
$16M 317,698 +18,854 +6%
NSAM
24
North Star Asset Management
Wisconsin
$15.8M 313,824 +16,935 +6%
SFS
25
Summit Financial Strategies
Ohio
$13.5M 268,831 +7,973 +3%
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