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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

327 hedge funds and large institutions have $2.69B invested in Schwab US Broad Market ETF in 2017 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 173 increasing their positions, 72 reducing their positions, and 25 closing their positions.

Holders
327
Holders Change
+18
Holders Change %
+5.83%
% of All Funds
8.15%
Holding in Top 10
48
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.09%
% of All Funds
1.2%
New
47
Increased
173
Reduced
72
Closed
25
Calls
$1.24M
Puts
$902K
Net Calls
+$336K
Net Calls Change
-$3.35M

Top Buyers

1
W
1
Wealthfront
California
$295M
2
MFRM
2
Milliman Financial Risk Management
Illinois
$394M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$34M
4
S
4
Schroders
United Kingdom
$32.2M
5
MWM
5
Merriman Wealth Management
Washington
$14M

Top Sellers

1
BJ
1
Brouwer & Janachowski
California
$17M
2
OAJ
2
Ogorek Anthony Joseph
New York
$22.5M
3
FPCG
3
Fort Pitt Capital Group
Pennsylvania
$46.5M
4
Betterment LLC
4
Betterment LLC
New York
$130M
5
Jane Street
5
Jane Street
New York
$2.36M
Name Market Value Shares Shares
Change 		Shares
Change %
MFRM
1
Milliman Financial Risk Management
Illinois
$394M 6,910,774 +626,342 +10%
W
2
Wealthfront
California
$295M 5,178,066 +841,820 +19%
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$153M 2,678,636 +106,200 +4%
EK
4
Evensky & Katz
Florida
$133M 2,330,339 +211,144 +10%
Betterment LLC
5
Betterment LLC
New York
$130M 2,281,642 -148,500 -6%
HP
6
HT Partners
Connecticut
$97.2M 1,702,724 +36,171 +2%
RPGK
7
Retirement Planning Group (Kansas)
Kansas
$74.1M 1,298,507 +8,239 +0.6%
UBS Group
8
UBS Group
Switzerland
$50.9M 892,219 -9,669 -1%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$47.9M 839,169 -117,438 -12%
Bank of America
10
Bank of America
North Carolina
$47.8M 837,582 +149,477 +22%
AI
11
Accredited Investors
Minnesota
$46.6M 817,486 +7,633 +0.9%
FPCG
12
Fort Pitt Capital Group
Pennsylvania
$46.5M 814,851 -171,391 -17%
AP
13
Agilis Partners
Massachusetts
$45.5M 797,160 -90,768 -10%
PA
14
Planning Alternatives
Michigan
$43.3M 759,189 -34,784 -4%
TIM
15
Total Investment Management
Arizona
$43.1M 755,907 -9,488 -1%
Northern Trust
16
Northern Trust
Illinois
$36.6M 642,184 +1,611 +0.3%
CAI
17
Capital Advisors Inc
Oklahoma
$34.7M 608,409 +6,638 +1%
MML Investors Services
18
MML Investors Services
Massachusetts
$34M 968,912 +968,912 New
UCFA
19
United Capital Financial Advisors
Texas
$32.9M 575,783 -69,349 -11%
S
20
Schroders
United Kingdom
$32.2M 563,648 +563,648 New
HB
21
Homrich & Berg
Georgia
$30.6M 536,793 +88,802 +20%
Wells Fargo
22
Wells Fargo
California
$27.2M 476,740 +167,134 +54%
CWM
23
Circle Wealth Management
New Jersey
$26.5M 464,392 +11,217 +2%
PCA
24
Personal Capital Advisors
California
$25.1M 440,418 -1,677 -0.4%
OAJ
25
Ogorek Anthony Joseph
New York
$22.5M 393,479 -215,126 -35%
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