SCHB icon

Schwab US Broad Market ETF
SCHB

Overview Fund Activity

269 hedge funds and large institutions have $2.07B invested in Schwab US Broad Market ETF in 2016 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 128 increasing their positions, 77 reducing their positions, and 14 closing their positions.

Holders
269
Holders Change
+12
Holders Change %
+4.67%
% of All Funds
7.19%
Holding in Top 10
34
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.91%
New
28
Increased
128
Reduced
77
Closed
14
Calls
$3.43M
Puts
$495K
Net Calls
+$2.93M
Net Calls Change
-$158K

Top Buyers

1
MFRM
1
Milliman Financial Risk Management
Illinois
$295M
2
W
2
Wealthfront
California
$226M
3
EK
3
Evensky & Katz
Florida
$106M
4
Northern Trust
4
Northern Trust
Illinois
$33.3M
5
Bank of America
5
Bank of America
North Carolina
$36.1M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
FC
2
Financial Consulate
Maryland
$15.4M
3
HDIM
3
Hanson & Doremus Investment Management
Vermont
$11.9M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$38.5M
5
HCM
5
Hengehold Capital Management
Ohio
$4.45M
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$5.3M 607,596 +226,770 +60%
VWM
52
Vector Wealth Management
Minnesota
$4.81M 551,976 +302,532 +121%
AIM
53
Advantage Investment Management
Iowa
$4.77M 547,428 +288 +0.1%
Jane Street
54
Jane Street
New York
$4.72M 541,098 +211,290 +64%
TPW
55
Tiller Private Wealth
Pennsylvania
$4.48M 513,144 -16,254 -3%
HCM
56
Hengehold Capital Management
Ohio
$4.45M 509,796 -307,086 -38%
LPL Financial
57
LPL Financial
California
$4.35M 503,346 -89,430 -15%
TRCT
58
Tower Research Capital (TRC)
New York
$4.24M 486,612 +421,542 +648%
DG
59
Davidson & Garrard
Virginia
$3.68M 421,626 +27,084 +7%
HighTower Advisors
60
HighTower Advisors
Illinois
$3.67M 420,732 +147,366 +54%
FIM
61
Frontier Investment Management
Texas
$3.43M 39,354 -22,914 -37%
FI
62
FormulaFolio Investments
Michigan
$3.39M 388,908 +47,022 +14%
RJA
63
Raymond James & Associates
Florida
$3.31M 379,038 -12,342 -3%
SC
64
Savant Capital
Illinois
$3.14M 359,520 +258 +0.1%
Fiera Capital (Canada)
65
Fiera Capital (Canada)
Quebec, Canada
$3.09M 354,228 +354,228 New
DW
66
Domani Wealth
Pennsylvania
$2.78M 318,300 +47,742 +18%
GAM
67
Gemmer Asset Management
California
$2.75M 315,048 +61,938 +24%
SIA
68
Starfire Investment Advisers
Michigan
$2.74M 314,556 +3,582 +1%
SFM
69
Signature Financial Management
Virginia
$2.73M 313,200 +2,520 +0.8%
CFMC
70
Curbstone Financial Management Corp
New Hampshire
$2.62M 300,120 -24,600 -8%
FA
71
Fagan Associates
New York
$2.61M 298,710 +9,930 +3%
MPI
72
Mairs & Power Inc
Minnesota
$2.6M 298,380 -72,000 -19%
RC
73
Roundview Capital
New Jersey
$2.58M 295,764 +22,314 +8%
IAS
74
IMA Advisory Services
Colorado
$2.37M 271,386 +47,742 +21%
PV
75
Private Vista
Illinois
$2.31M 268,812 +268,812 New
1 2
3
4 5