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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

309 hedge funds and large institutions have $2.39B invested in Schwab US Broad Market ETF in 2016 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 158 increasing their positions, 55 reducing their positions, and 23 closing their positions.

Holders
309
Holders Change
+40
Holders Change %
+14.87%
% of All Funds
7.74%
Holding in Top 10
44
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+29.41%
% of All Funds
1.1%
New
66
Increased
158
Reduced
55
Closed
23
Calls
$4.28M
Puts
$597K
Net Calls
+$3.68M
Net Calls Change
+$753K

Top Buyers

1
TIM
1
Total Investment Management
Arizona
$41.5M
2
MFRM
2
Milliman Financial Risk Management
Illinois
$340M
3
CAI
3
Capital Advisors Inc
Oklahoma
$32.6M
4
CWM
4
Circle Wealth Management
New Jersey
$24.6M
5
PCA
5
Personal Capital Advisors
California
$24M

Top Sellers

1
AP
1
Agilis Partners
Massachusetts
$48.1M
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$139M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$0
4
BJ
4
Brouwer & Janachowski
California
$44.9M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$4.87M
Name Market Value Shares Shares
Change 		Shares
Change %
MFRM
1
Milliman Financial Risk Management
Illinois
$340M 6,284,432 +653,965 +12%
W
2
Wealthfront
California
$235M 4,336,246 +26,012 +0.6%
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$139M 2,572,436 -463,070 -15%
Betterment LLC
4
Betterment LLC
New York
$132M 2,430,142 +261,779 +12%
EK
5
Evensky & Katz
Florida
$115M 2,119,195 +91,513 +5%
HP
6
HT Partners
Connecticut
$90.3M 1,666,553 +189,841 +13%
RPGK
7
Retirement Planning Group (Kansas)
Kansas
$69.9M 1,290,268 -649 -0.1%
FPCG
8
Fort Pitt Capital Group
Pennsylvania
$53.4M 986,242 +416,589 +73%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$51.8M 956,607 +219,957 +30%
UBS Group
10
UBS Group
Switzerland
$48.9M 901,888 +15,132 +2%
AP
11
Agilis Partners
Massachusetts
$48.1M 887,928 -497,397 -36%
BJ
12
Brouwer & Janachowski
California
$44.9M 828,330 -287,725 -26%
AI
13
Accredited Investors
Minnesota
$43.9M 809,853 +27,143 +3%
PA
14
Planning Alternatives
Michigan
$43M 793,973 -16,368 -2%
TIM
15
Total Investment Management
Arizona
$41.5M 765,395 +765,395 New
Bank of America
16
Bank of America
North Carolina
$37.3M 688,105 -2,151 -0.3%
UCFA
17
United Capital Financial Advisors
Texas
$35M 645,132 -40,568 -6%
Northern Trust
18
Northern Trust
Illinois
$34.7M 640,573 +3,249 +0.5%
CAI
19
Capital Advisors Inc
Oklahoma
$32.6M 601,771 +601,771 New
OAJ
20
Ogorek Anthony Joseph
New York
$31.8M 608,605 – –
SG
21
Strid Group
Pennsylvania
$26.6M 490,134 +25,670 +6%
CWM
22
Circle Wealth Management
New Jersey
$24.6M 453,175 +453,175 New
HB
23
Homrich & Berg
Georgia
$24.3M 447,991 +48,107 +12%
PCA
24
Personal Capital Advisors
California
$24M 442,095 +442,095 New
Brown Advisory
25
Brown Advisory
Maryland
$21.1M 390,183 +40,990 +12%
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