SCHB icon

Schwab US Broad Market ETF
SCHB

Overview Fund Activity

203 hedge funds and large institutions have $1.08B invested in Schwab US Broad Market ETF in 2015 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 102 increasing their positions, 44 reducing their positions, and 14 closing their positions.

Holders
203
Holders Change
+5
Holders Change %
+2.53%
% of All Funds
5.47%
Holding in Top 10
31
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.71%
% of All Funds
0.84%
New
21
Increased
102
Reduced
44
Closed
14
Calls
$1.2M
Puts
$225K
Net Calls
+$972K
Net Calls Change
-$608K

Top Buyers

1
W
1
Wealthfront
California
$116M
2
Betterment LLC
2
Betterment LLC
New York
$27.3M
3
EK
3
Evensky & Katz
Florida
$33M
4
AI
4
Accredited Investors
Minnesota
$8.36M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$16.9M

Top Sellers

1
Bessemer Group
1
Bessemer Group
New Jersey
$0
2
DWM
2
Destination Wealth Management
California
$54.5M
3
SWM
3
SVA Wealth Management
Wisconsin
$0
4
FPCG
4
Fort Pitt Capital Group
Pennsylvania
$27.2M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$32.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
51
Ameriprise
Minnesota
$3.34M 66,569 +23,217 +54%
TRCT
52
Tower Research Capital (TRC)
New York
$3.19M 63,463 +41,352 +187%
AAC
53
Asset Advisors Corp
Georgia
$3.03M 60,350 +29,230 +94%
WA
54
WBH Advisory
Maryland
$2.88M 57,320 +4,741 +9%
SC
55
Savant Capital
Illinois
$2.82M 56,155 +5,196 +10%
IAS
56
IMA Advisory Services
Colorado
$2.79M 55,500 +949 +2%
MPI
57
Mairs & Power Inc
Minnesota
$2.5M 49,730 – –
BAS
58
Brown Advisory Securities
Maryland
$2.37M 47,130 – –
SIA
59
Starfire Investment Advisers
Michigan
$2.35M 46,801 +376 +0.8%
SAM
60
Sawgrass Asset Management
Florida
$2.27M 45,200 – –
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$2.22M 44,215 -9,651 -18%
ACM
62
Avalon Capital Management
California
$2.14M 42,645 -44,240 -51%
CP
63
Corbenic Partners
Pennsylvania
$2.12M 42,265 +23,463 +125%
FF
64
Friedenthal Financial
New Jersey
$2.04M 40,594 +15,264 +60%
FA
65
Fagan Associates
New York
$1.98M 39,456 +638 +2%
FIM
66
Frontier Investment Management
Texas
$1.84M 36,552 -45,071 -55%
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$1.79M 35,680 +2,331 +7%
SFM
68
Signature Financial Management
Virginia
$1.73M 34,355 – –
VFS
69
VSR Financial Services
Kansas
$1.71M 34,024 -7,865 -19%
BL
70
BCWM LLC
Kansas
$1.64M 32,647 -2,451 -7%
PP
71
Pegasus Partners
Wisconsin
$1.64M 32,615 +32,615 New
VCM
72
Vigilant Capital Management
Maine
$1.53M 30,390 -19,090 -39%
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
$1.52M 30,226 -24,074 -44%
EVM
74
Eaton Vance Management
Massachusetts
$1.51M 30,016 +1,475 +5%
KIA
75
KCM Investment Advisors
California
$1.5M 29,867 – –
1 2
3
4 5