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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

269 hedge funds and large institutions have $2.07B invested in Schwab US Broad Market ETF in 2016 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 128 increasing their positions, 77 reducing their positions, and 14 closing their positions.

Holders
269
Holders Change
+12
Holders Change %
+4.67%
% of All Funds
7.19%
Holding in Top 10
34
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.91%
New
28
Increased
128
Reduced
77
Closed
14
Calls
$3.43M
Puts
$495K
Net Calls
+$2.93M
Net Calls Change
-$158K

Top Buyers

1
MFRM
1
Milliman Financial Risk Management
Illinois
$295M
2
W
2
Wealthfront
California
$226M
3
EK
3
Evensky & Katz
Florida
$106M
4
Northern Trust
4
Northern Trust
Illinois
$33.3M
5
Bank of America
5
Bank of America
North Carolina
$36.1M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
FC
2
Financial Consulate
Maryland
$15.4M
3
HDIM
3
Hanson & Doremus Investment Management
Vermont
$11.9M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$38.5M
5
HCM
5
Hengehold Capital Management
Ohio
$4.45M
Name Market Value Shares Shares
Change 		Shares
Change %
MFRM
1
Milliman Financial Risk Management
Illinois
$295M 5,630,467 +919,643 +20%
W
2
Wealthfront
California
$226M 4,310,234 +804,076 +23%
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$159M 3,035,506 +497,700 +20%
Betterment LLC
4
Betterment LLC
New York
$113M 2,168,363 +111,130 +5%
EK
5
Evensky & Katz
Florida
$106M 2,027,682 +695,556 +52%
HP
6
HT Partners
Connecticut
$77.3M 1,476,712 -47,236 -3%
AP
7
Agilis Partners
Massachusetts
$72.5M 1,385,325 +367,830 +36%
RPGK
8
Retirement Planning Group (Kansas)
Kansas
$67.5M 1,290,917 +101,256 +9%
BJ
9
Brouwer & Janachowski
California
$58.4M 1,116,055 +66,479 +6%
UBS Group
10
UBS Group
Switzerland
$46.4M 886,756 +28,107 +3%
PA
11
Planning Alternatives
Michigan
$42.4M 810,341 -23,209 -3%
AI
12
Accredited Investors
Minnesota
$41M 782,710 +51,164 +7%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$38.5M 736,650 -53,219 -7%
Bank of America
14
Bank of America
North Carolina
$36.1M 690,256 +555,526 +412%
UCFA
15
United Capital Financial Advisors
Texas
$35.9M 685,700 -11,026 -2%
Northern Trust
16
Northern Trust
Illinois
$33.3M 637,324 +637,324 New
OAJ
17
Ogorek Anthony Joseph
New York
$31.8M 608,605 +12,938 +2%
FPCG
18
Fort Pitt Capital Group
Pennsylvania
$29.8M 569,653 -1,962 -0.3%
SG
19
Strid Group
Pennsylvania
$24.3M 464,464 +464,464 New
HB
20
Homrich & Berg
Georgia
$20.9M 399,884 +7,998 +2%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$20.1M 383,539 -12,176 -3%
Brown Advisory
22
Brown Advisory
Maryland
$18.3M 349,193 +31,495 +10%
KFA
23
Kays Financial Advisory
Georgia
$17.9M 342,479 +12,579 +4%
NSAM
24
North Star Asset Management
Wisconsin
$16.4M 314,086 +262 +0.1%
FMWA
25
Forvis Mazars Wealth Advisors
Missouri
$15.7M 299,410 +54,421 +22%
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