SCHB icon

Schwab US Broad Market ETF
SCHB

Overview Fund Activity

219 hedge funds and large institutions have $994M invested in Schwab US Broad Market ETF in 2015 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 118 increasing their positions, 42 reducing their positions, and 12 closing their positions.

Holders
219
Holders Change
+16
Holders Change %
+7.88%
% of All Funds
6.12%
Holding in Top 10
28
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.68%
% of All Funds
0.78%
New
28
Increased
118
Reduced
42
Closed
12
Calls
$531K
Puts
$297K
Net Calls
+$234K
Net Calls Change
-$738K

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$49.2M
2
BJ
2
Brouwer & Janachowski
California
$22.8M
3
AI
3
Accredited Investors
Minnesota
$19.8M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$9.64M
5
EK
5
Evensky & Katz
Florida
$39.4M

Top Sellers

1
HCM
1
Hengehold Capital Management
Ohio
$6.2M
2
AA
2
Apriem Advisors
California
$1.59M
3
FWP
3
FAS Wealth Partners
Kansas
$1.74M
4
W
4
Wealthfront
California
$91.4M
5
PA
5
Planning Alternatives
Michigan
$65.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIAN
26
Mariner Independent Advisor Network
Kansas
$9.21M +$337K +43,656 +4%
FC
27
Financial Consulate
Maryland
$9.18M +$3.02M +390,300 +49%
F
28
FutureAdvisor
California
$9.05M +$1.91M +247,260 +27%
SFS
29
Summit Financial Strategies
Ohio
$8.98M +$659K +85,188 +8%
FMP
30
Financial Management Professionals
Texas
$8.69M +$318K +41,124 +4%
PR
31
Payden & Rygel
California
$7.99M +$7.99M +1,033,800 New
BC
32
Bartlett & Co
Ohio
$7.9M +$159K +20,532 +2%
CHJWM
33
Carlton Hofferkamp & Jenks Wealth Management
Texas
$7M +$65.3K +8,448 +0.9%
Morgan Stanley
34
Morgan Stanley
New York
$6.99M +$3.49M +451,326 +100%
BFG
35
Bouchey Financial Group
New York
$6.32M +$1.34M +173,136 +27%
HCM
36
Hengehold Capital Management
Ohio
$6.2M -$29.9M -3,862,794 -83%
AIM
37
Advantage Investment Management
Iowa
$6.17M +$128K +16,524 +2%
AI
38
Atria Investments
North Carolina
$5.9M +$920K +119,040 +18%
IF
39
Ironwood Financial
Arizona
$5.21M +$415K +53,688 +9%
LPL Financial
40
LPL Financial
California
$4.85M +$721K +90,084 +17%
BCMO
41
Buckingham Capital Management (Ohio)
Ohio
$4.82M +$214K +27,636 +5%
MAS
42
Madden Advisory Services
Florida
$4.78M +$147K +19,080 +3%
TRCT
43
Tower Research Capital (TRC)
New York
$4.32M +$1.38M +178,098 +47%
SA
44
Strategic Advisors
New York
$4.13M -$710K -91,854 -15%
Wells Fargo
45
Wells Fargo
California
$4.08M -$1.72M -222,342 -30%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$4.08M +$2.03M +262,830 +99%
BBPWM
47
Blue Bell Private Wealth Management
Pennsylvania
$4.03M -$1.54M -199,026 -28%
DG
48
Davidson & Garrard
Virginia
$3.89M +$258K +33,354 +7%
FANJ
49
Financial Architects (New Jersey)
New Jersey
$3.83M +$574K +74,268 +18%
FI
50
FormulaFolio Investments
Michigan
$3.71M -$2.85M -368,634 -43%
1
2
3 4 5