SCHB icon

Schwab US Broad Market ETF
SCHB

Overview Fund Activity

356 hedge funds and large institutions have $3.86B invested in Schwab US Broad Market ETF in 2017 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 165 increasing their positions, 113 reducing their positions, and 19 closing their positions.

Holders
356
Holders Change
+20
Holders Change %
+5.95%
% of All Funds
8.89%
Holding in Top 10
51
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.27%
New
41
Increased
165
Reduced
113
Closed
19
Calls
$1.93M
Puts
$408K
Net Calls
+$1.52M
Net Calls Change
+$1.01M

Top Buyers

1
MFRM
1
Milliman Financial Risk Management
Illinois
$1.11B
2
W
2
Wealthfront
California
$427M
3
Northern Trust
3
Northern Trust
Illinois
$97.8M
4
AIP
4
Almanack Investment Partners
Pennsylvania
$10.4M
5
TSS
5
Two Sigma Securities
New York
$6.77M

Top Sellers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$120M
2
AP
2
Agilis Partners
Massachusetts
$45.1M
3
Jane Street
3
Jane Street
New York
$234K
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$10.7M
5
SFSG
5
Stearns Financial Services Group
North Carolina
$5.64M
Name Market Value Shares Shares
Change 		Shares
Change %
WA
276
Wealth Architects
California
$236K 23,280 +18 +0.1%
GI
277
GS Investments
Minnesota
$235K 23,136 +1,440 +7%
Jane Street
278
Jane Street
New York
$234K 23,064 -697,218 -97%
FFWA
279
FRG Family Wealth Advisors
Washington
$234K 23,040 – –
CAN
280
Cetera Advisor Networks
California
$233K 23,208 +23,208 New
CIBC Private Wealth Group
281
CIBC Private Wealth Group
Georgia
$231K 22,710 +22,710 New
PA
282
Paracle Advisors
Washington
$230K 22,686 +24 +0.1%
EAM
283
Evanson Asset Management
California
$229K 22,536 +6 +0%
ECM
284
Exchange Capital Management
Michigan
$225K 22,134 +19,788 +843%
SWM
285
Stockman Wealth Management
Montana
$224K 22,074 +22,074 New
FIM
286
Frontier Investment Management
Texas
$218K 21,486 -18,588 -46%
RCAG
287
Rehmann Capital Advisory Group
Michigan
$215K 21,174 +90 +0.4%
RWM
288
Ritholtz Wealth Management
New York
$214K 21,090 -318 -1%
AMIM
289
Aull & Monroe Investment Management
Alabama
$211K 20,772 +20,772 New
CCM
290
Carlson Capital Management
Minnesota
$210K 20,718 – –
PP
291
Palladium Partners
Virginia
$208K 20,490 +20,490 New
DADC
292
D.A. Davidson & Co
Montana
$207K 20,400 – –
EWM
293
Empirical Wealth Management
Washington
$203K 20,004 +20,004 New
AIM
294
Aspen Investment Management
Michigan
$203K 20,004 +20,004 New
GC
295
Grimes & Company
Massachusetts
$201K 19,800 +19,800 New
PWMAG
296
Pinnacle Wealth Management Advisory Group
New Jersey
$201K 19,800 +19,800 New
APSP
297
Asset Planning Services (Pennsylvania)
Pennsylvania
$185K 18,198 -186 -1%
GT
298
Glenmede Trust
Pennsylvania
$177K 17,514 – –
BWA
299
Burt Wealth Advisors
Maryland
$157K 15,444 -1,152 -7%
Citigroup
300
Citigroup
New York
$154K 15,168 +66 +0.4%
10 11
12
13 14