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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

432 hedge funds and large institutions have $4.24B invested in Schwab US Broad Market ETF in 2017 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 190 increasing their positions, 95 reducing their positions, and 14 closing their positions.

Holders
432
Holders Change
+76
Holders Change %
+21.35%
% of All Funds
9.81%
Holding in Top 10
61
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+19.61%
% of All Funds
1.39%
New
93
Increased
190
Reduced
95
Closed
14
Calls
$1.07M
Puts
$219K
Net Calls
+$850K
Net Calls Change
-$673K

Top Buyers

1
SFC
1
SYM Financial Corp
Indiana
$27.9M
2
W
2
Wealthfront
California
$467M
3
OIWM
3
OptiFour Integrated Wealth Management
Virginia
$14.4M
4
Jane Street
4
Jane Street
New York
$14.5M
5
FPCG
5
Fort Pitt Capital Group
Pennsylvania
$48.4M

Top Sellers

1
MFRM
1
Milliman Financial Risk Management
Illinois
$1.14B
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$103M
3
HP
3
HT Partners
Connecticut
$90.1M
4
Betterment LLC
4
Betterment LLC
New York
$140M
5
SIA
5
Starfire Investment Advisers
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MFRM
1
Milliman Financial Risk Management
Illinois
$1.14B 17,658,063 -562,737 -3%
W
2
Wealthfront
California
$467M 7,244,359 +229,589 +3%
EK
3
Evensky & Katz
Florida
$164M 2,545,369 +30,343 +1%
Betterment LLC
4
Betterment LLC
New York
$140M 2,164,515 -58,892 -3%
UBS Group
5
UBS Group
Switzerland
$135M 2,094,647 +19,920 +1%
Northern Trust
6
Northern Trust
Illinois
$104M 1,610,259 +4,650 +0.3%
Mirae Asset Global Investments
7
Mirae Asset Global Investments
South Korea
$103M 1,601,236 -367,200 -19%
HP
8
HT Partners
Connecticut
$90.1M 1,388,839 -282,491 -17%
RPGK
9
Retirement Planning Group (Kansas)
Kansas
$87.5M 1,356,723 +3,838 +0.3%
SG
10
Strid Group
Pennsylvania
$72.8M 1,128,978 +40,645 +4%
Bank of America
11
Bank of America
North Carolina
$69.1M 1,070,720 +53,025 +5%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$52.1M 807,864 +58,158 +8%
TIM
13
Total Investment Management
Arizona
$51.5M 798,636 -7,438 -0.9%
FPCG
14
Fort Pitt Capital Group
Pennsylvania
$48.4M 750,329 +186,499 +33%
CAI
15
Capital Advisors Inc
Oklahoma
$47.3M 732,637 +41,471 +6%
PA
16
Planning Alternatives
Michigan
$46.4M 718,856 -12,103 -2%
AP
17
Agilis Partners
Massachusetts
$45.1M 698,478 -41,699 -6%
S
18
Schroders
United Kingdom
$43.8M 679,163 – –
AI
19
Accredited Investors
Minnesota
$41.8M 647,863 -19,950 -3%
HB
20
Homrich & Berg
Georgia
$36.4M 564,150 +8,999 +2%
HDIM
21
Hanson & Doremus Investment Management
Vermont
$35.2M 545,970 +22,584 +4%
UCFA
22
United Capital Financial Advisors
Texas
$34.1M 528,229 -21,829 -4%
CWM
23
Circle Wealth Management
New Jersey
$30.5M 473,293 +2,934 +0.6%
OAJ
24
Ogorek Anthony Joseph
New York
$29M 449,026 +11,561 +3%
Wells Fargo
25
Wells Fargo
California
$28M 434,175 -10,934 -2%
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