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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

336 hedge funds and large institutions have $2.93B invested in Schwab US Broad Market ETF in 2017 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 179 increasing their positions, 91 reducing their positions, and 17 closing their positions.

Holders
336
Holders Change
+9
Holders Change %
+2.75%
% of All Funds
8.39%
Holding in Top 10
51
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.25%
% of All Funds
1.27%
New
30
Increased
179
Reduced
91
Closed
17
Calls
$1.81M
Puts
$1.29M
Net Calls
+$513K
Net Calls Change
+$177K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$124M
2
SG
2
Strid Group
Pennsylvania
$60.2M
3
W
3
Wealthfront
California
$352M
4
AP
4
Agilis Partners
Massachusetts
$71.3M
5
Northern Trust
5
Northern Trust
Illinois
$51.6M

Top Sellers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$368K
2
MWM
2
Merriman Wealth Management
Washington
$0
3
FPCG
3
Fort Pitt Capital Group
Pennsylvania
$34.8M
4
SG Americas Securities
4
SG Americas Securities
New York
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.56M
Name Market Value Shares Shares
Change 		Shares
Change %
MFRM
1
Milliman Financial Risk Management
Illinois
$418M 7,143,220 +232,446 +3%
W
2
Wealthfront
California
$352M 6,018,483 +840,417 +16%
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$151M 2,579,036 -99,600 -4%
EK
4
Evensky & Katz
Florida
$146M 2,497,001 +166,662 +7%
Betterment LLC
5
Betterment LLC
New York
$130M 2,223,128 -58,514 -3%
UBS Group
6
UBS Group
Switzerland
$124M 2,125,103 +1,232,884 +138%
HP
7
HT Partners
Connecticut
$98.8M 1,690,448 -12,276 -0.7%
RPGK
8
Retirement Planning Group (Kansas)
Kansas
$76.2M 1,303,301 +4,794 +0.4%
AP
9
Agilis Partners
Massachusetts
$71.3M 1,219,126 +421,966 +53%
SG
10
Strid Group
Pennsylvania
$60.2M 1,030,160 +1,030,160 New
Bank of America
11
Bank of America
North Carolina
$53.1M 908,603 +71,021 +8%
Northern Trust
12
Northern Trust
Illinois
$51.6M 882,784 +240,600 +37%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$45.1M 771,039 -68,130 -8%
TIM
14
Total Investment Management
Arizona
$43.7M 746,786 -9,121 -1%
PA
15
Planning Alternatives
Michigan
$43.4M 742,722 -16,467 -2%
AI
16
Accredited Investors
Minnesota
$42.6M 728,801 -88,685 -11%
CAI
17
Capital Advisors Inc
Oklahoma
$38.5M 659,302 +50,893 +8%
FPCG
18
Fort Pitt Capital Group
Pennsylvania
$34.8M 594,571 -220,280 -27%
UCFA
19
United Capital Financial Advisors
Texas
$32.8M 561,753 -14,030 -2%
HB
20
Homrich & Berg
Georgia
$31.9M 545,266 +8,473 +2%
HDIM
21
Hanson & Doremus Investment Management
Vermont
$28.2M 482,191 +117,715 +32%
CWM
22
Circle Wealth Management
New Jersey
$27.6M 472,689 +8,297 +2%
Wells Fargo
23
Wells Fargo
California
$25.6M 437,258 -39,482 -8%
OAJ
24
Ogorek Anthony Joseph
New York
$24.9M 426,491 +33,012 +8%
PCA
25
Personal Capital Advisors
California
$24.7M 422,706 -17,712 -4%
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