SCHB icon

Schwab US Broad Market ETF
SCHB

Overview Fund Activity

198 hedge funds and large institutions have $1.1B invested in Schwab US Broad Market ETF in 2015 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 97 increasing their positions, 50 reducing their positions, and 13 closing their positions.

Holders
198
Holders Change
+16
Holders Change %
+8.79%
% of All Funds
5.28%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.75%
New
29
Increased
97
Reduced
50
Closed
13
Calls
$2.12M
Puts
$540K
Net Calls
+$1.58M
Net Calls Change
+$827K

Top Buyers

1
OAJ
1
Ogorek Anthony Joseph
New York
$32.3M
2
Bank of America
2
Bank of America
North Carolina
$29.5M
3
W
3
Wealthfront
California
$103M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$7.43M
5
BJ
5
Brouwer & Janachowski
California
$7.73M

Top Sellers

1
FPCG
1
Fort Pitt Capital Group
Pennsylvania
$31.7M
2
Bessemer Group
2
Bessemer Group
New Jersey
$56.5M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$36.7M
4
UCFA
4
United Capital Financial Advisors
Texas
$53.4M
5
Jane Street
5
Jane Street
New York
$1.41M
Name Market Value Shares Shares
Change 		Shares
Change %
BCI
76
Brinker Capital Investments
Pennsylvania
$1.2M 143,100 -5,526 -4%
GAM
77
Garrison Asset Management
Arkansas
$1.19M 141,414 +141,414 New
AF
78
Allworth Financial
California
$1.17M 138,462 +22,482 +19%
HCMT
79
Highland Capital Management (Tennessee)
Tennessee
$1.12M 133,338 +5,640 +4%
TRCT
80
Tower Research Capital (TRC)
New York
$1.12M 132,666 +30,978 +30%
JFG
81
JMG Financial Group
Illinois
$1.02M 121,698 -25,536 -17%
DSN
82
D. Scott Neal
Kentucky
$966K 114,810 -5,496 -5%
RC
83
Roundview Capital
New Jersey
$951K 113,094 +19,500 +21%
CP
84
Corbenic Partners
Pennsylvania
$949K 112,812 +57,006 +102%
Commonwealth Equity Services
85
Commonwealth Equity Services
Massachusetts
$930K 110,592 +44,454 +67%
SIC
86
Salem Investment Counselors
North Carolina
$907K 107,832 +4,800 +5%
SSWM
87
Sheets Smith Wealth Management
North Carolina
$889K 105,642 +5,874 +6%
UBS Group
88
UBS Group
Switzerland
$861K 102,354 +4,860 +5%
WA
89
WESPAC Advisors
California
$739K 87,828 +87,828 New
GAM
90
Gemmer Asset Management
California
$731K 86,862 +22,218 +34%
AAS
91
Annex Advisory Services
Wisconsin
$730K 86,760 -1,788 -2%
NGA
92
Naples Global Advisors
Florida
$724K 86,070 +2,190 +3%
PMG
93
ProVise Management Group
Florida
$710K 84,390 +4,710 +6%
AMG
94
Asset Management Group
Connecticut
$653K 77,610 +77,610 New
WF
95
WealthTrust Fairport
Ohio
$619K 73,626 +73,626 New
MFS
96
MSI Financial Services
Massachusetts
$615K 73,110 -1,038 -1%
FTUS
97
Flow Traders U.S.
New York
$609K 72,330 +72,330 New
CCA
98
Cobblestone Capital Advisors
New York
$605K 71,958 -5,994 -8%
BWP
99
BSW Wealth Partners
Colorado
$593K 70,530 -42,834 -38%
LRPA
100
L. Roy Papp & Associates
Arizona
$592K 70,338 +1,356 +2%
2 3
4
5 6