SCHB icon

Schwab US Broad Market ETF
SCHB

Overview Fund Activity

336 hedge funds and large institutions have $2.93B invested in Schwab US Broad Market ETF in 2017 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 179 increasing their positions, 91 reducing their positions, and 17 closing their positions.

Holders
336
Holders Change
+9
Holders Change %
+2.75%
% of All Funds
8.39%
Holding in Top 10
51
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.25%
% of All Funds
1.27%
New
30
Increased
179
Reduced
91
Closed
17
Calls
$1.81M
Puts
$1.29M
Net Calls
+$513K
Net Calls Change
+$177K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$124M
2
W
2
Wealthfront
California
$352M
3
AP
3
Agilis Partners
Massachusetts
$71.3M
4
Northern Trust
4
Northern Trust
Illinois
$51.6M
5
MFRM
5
Milliman Financial Risk Management
Illinois
$418M

Top Sellers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$368K
2
MWM
2
Merriman Wealth Management
Washington
$0
3
FPCG
3
Fort Pitt Capital Group
Pennsylvania
$34.8M
4
SG Americas Securities
4
SG Americas Securities
New York
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
RMC
51
Regis Management Company
California
$8.85M -$93.9K -9,636 -1%
WAM
52
Watermark Asset Management
California
$8.67M +$389K +39,906 +5%
WA
53
WBH Advisory
Maryland
$8.52M -$90.4K -9,282 -1%
BCMO
54
Buckingham Capital Management (Ohio)
Ohio
$8.51M +$1.41M +145,140 +20%
PS
55
Portfolio Solutions
Michigan
$7.78M +$390K +40,044 +5%
BBPWM
56
Blue Bell Private Wealth Management
Pennsylvania
$7.72M +$1.69M +173,100 +28%
LPL Financial
57
LPL Financial
California
$7.45M +$813K +83,448 +12%
MAS
58
Madden Advisory Services
Florida
$7.28M +$197K +20,190 +3%
MWM
59
Meridian Wealth Management
Kentucky
$7.07M +$237K +24,276 +3%
Jane Street
60
Jane Street
New York
$7.02M +$4.6M +472,494 +191%
HighTower Advisors
61
HighTower Advisors
Illinois
$6.91M +$520K +53,418 +8%
SWM
62
SigFig Wealth Management
California
$6.72M +$89.7K +9,204 +1%
ADL
63
Asset Dedication LLC
California
$6.36M -$98.9K -10,158 -2%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$5.97M -$2.93M -300,552 -33%
GA
65
Gateway Advisory
New Jersey
$5.64M +$640K +65,724 +13%
SBL
66
Sargent Bickham Lagudis
Colorado
$5.55M +$16.8K +1,728 +0.3%
SAMC
67
Spectrum Asset Management (California)
California
$5.25M +$55K +5,646 +1%
DW
68
Domani Wealth
Pennsylvania
$5.17M -$223K -22,848 -4%
FI
69
FormulaFolio Investments
Michigan
$5.14M +$393K +40,338 +8%
CP
70
Corbenic Partners
Pennsylvania
$5.09M +$1.71M +175,560 +51%
CCA
71
Cobblestone Capital Advisors
New York
$5.05M +$2.58M +265,182 +105%
GAM
72
Gemmer Asset Management
California
$5M +$1.15M +118,338 +30%
IA
73
IndexIQ Advisors
New York
$4.99M +$4.79M +491,568 +2,406%
DG
74
Davidson & Garrard
Virginia
$4.88M +$140K +14,322 +3%
HCM
75
Hengehold Capital Management
Ohio
$4.87M -$23.2K -2,382 -0.5%
1 2
3
4 5