We are live on ! Find out more

Schwab US Broad Market ETF

SCHB

Market cap $43.6B

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.

New

Increased

Maintained

Reduced

Closed

140% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 72

88% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 25

37% more call options, than puts

Call options by funds: $1.24M | Put options by funds: $902K

13% more capital invested

Capital invested by funds: $2.39B → $2.69B (+$302M)

9% more funds holding in top 10

Funds holding in top 10: 44 → 48 (+4)

6% more funds holding

Funds holding: 309 → 327 (+18)

2.93% more ownership

Funds ownership: 187.17% → 190.11% (+2.9%)

Holders

327

Holders Change

+18

Holders Change %

+5.83%

% of All Funds

8.14%

Holding in Top 10

Holding in Top 10 Change

Holding in Top 10 Change %

+9.09%

% of All Funds

1.19%

New

Increased

173

Reduced

Closed

Calls

$1.24M

Puts

$902K

Net Calls

+$336K

Net Calls Change

-$3.35M

Top Buyers

1	MML Investors Services Springfield, Massachusetts	+$54.5M
2	W Wealthfront Palo Alto, California	+$47.4M
3	MFRM Milliman Financial Risk Management Chicago, Illinois	+$35.3M
4	MWM Merriman Wealth Management Seattle, Washington	+$13.8M
5	EK Evensky & Katz Coral Gables, Florida	+$11.9M

Top Sellers

1	BJ Brouwer & Janachowski Mill Valley, California	-$29.9M
2	OAJ Ogorek Anthony Joseph Williamsville, New York	-$12.1M
3	FPCG Fort Pitt Capital Group Pittsburgh, Pennsylvania	-$9.65M
4	Betterment LLC New York	-$8.36M
5	Jane Street New York	-$8.08M

#	Name	Holding	Trade Value	Shares Change	Change in Stake
1	MFRM 1 Milliman Financial Risk Management Chicago, Illinois	$394M	+$35.3M	+3,758,052	+10%
2	W 2 Wealthfront Palo Alto, California	$295M	+$47.4M	+5,050,920	+19%
3	3 Mirae Asset Global Investments Seoul, South Korea	$153M	+$5.98M	+637,200	+4%
4	EK 4 Evensky & Katz Coral Gables, Florida	$133M	+$11.9M	+1,266,864	+10%
5	5 Betterment LLC New York	$130M	-$8.36M	-891,000	-6%
6	HP 6 HT Partners Centerbrook, Connecticut	$97.2M	+$2.04M	+217,026	+2%
7	RPGK 7 Retirement Planning Group (Kansas) Leawood, Kansas	$74.1M	+$464K	+49,434	+0.6%
8	8 UBS Group Zurich, Switzerland	$50.9M	-$544K	-58,014	-1%
9	9 Royal Bank of Canada Toronto, Ontario, Canada	$47.9M	-$6.61M	-704,628	-12%
10	10 Bank of America Charlotte, North Carolina	$47.8M	+$8.41M	+896,862	+22%
11	AI 11 Accredited Investors Edina, Minnesota	$46.6M	+$430K	+45,798	+0.9%
12	FPCG 12 Fort Pitt Capital Group Pittsburgh, Pennsylvania	$46.5M	-$9.65M	-1,028,346	-17%
13	AP 13 Agilis Partners Waltham, Massachusetts	$45.5M	-$5.11M	-544,608	-10%
14	PA 14 Planning Alternatives Birmingham, Michigan	$43.3M	-$1.96M	-208,704	-4%
15	TIM 15 Total Investment Management Scottsdale, Arizona	$43.1M	-$534K	-56,928	-1%
16	16 Northern Trust Chicago, Illinois	$36.6M	+$90.7K	+9,666	+0.3%
17	CAI 17 Capital Advisors Inc Tulsa, Oklahoma	$34.7M	+$374K	+39,828	+1%
18	18 MML Investors Services Springfield, Massachusetts	$34M	+$54.5M	+5,813,472	New
19	UCFA 19 United Capital Financial Advisors Irving, Texas	$32.9M	-$3.9M	-416,094	-11%
20	S 20 Schroders London, United Kingdom	$32.2M	+$31.7M	+3,381,888	New
21	HB 21 Homrich & Berg Atlanta, Georgia	$30.6M	+$5M	+532,812	+20%
22	22 Wells Fargo San Francisco, California	$27.2M	+$9.41M	+1,002,804	+54%
23	CWM 23 Circle Wealth Management Summit, New Jersey	$26.5M	+$631K	+67,302	+2%
24	PCA 24 Personal Capital Advisors Redwood City, California	$25.1M	-$94.4K	-10,062	-0.4%
25	OAJ 25 Ogorek Anthony Joseph Williamsville, New York	$22.5M	-$12.1M	-1,290,756	-35%