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 %
TPW
76
Tiller Private Wealth
Pennsylvania
$4.83M +$4.68K +480 +0.1%
LCC
77
Lincoln Capital Corp
Rhode Island
$4.73M +$216K +22,122 +5%
PFM
78
Peak Financial Management
Massachusetts
$4.41M +$60.2K +6,180 +1%
OA
79
Opes Advisors
California
$4.34M +$648K +65,112 +18%
AG
80
Advisor Group
Arizona
$4.05M +$281K +28,878 +7%
STMM
81
South Texas Money Management
Texas
$3.97M +$505K +51,858 +15%
SC
82
Savant Capital
Illinois
$3.89M +$102K +10,482 +3%
AOWM
83
Alpha Omega Wealth Management
Virginia
$3.88M +$11.9K +1,224 +0.3%
PP
84
PagnatoKarp Partners
Virginia
$3.74M -$1.03M -106,176 -22%
FA
85
Fagan Associates
New York
$3.73M +$257K +26,388 +7%
JWS
86
Juncture Wealth Strategies
Arizona
$3.56M +$526K +53,946 +17%
RC
87
Roundview Capital
New Jersey
$3.36M +$223K +22,890 +7%
TP
88
Truvvo Partners
New York
$3.34M +$3.34M +910,254 New
PAG
89
Private Advisor Group
New Jersey
$3.27M +$1.89M +193,944 +137%
Chevy Chase Trust
90
Chevy Chase Trust
Maryland
$3.17M +$15.8K +1,626 +0.5%
SIA
91
Starfire Investment Advisers
Michigan
$3.14M -$19.9K -2,046 -0.6%
AWMG
92
Alliance Wealth Management Group
New Jersey
$3.05M +$148K +15,264 +5%
BCI
93
Brinker Capital Investments
Pennsylvania
$3.04M +$96.5K +9,900 +3%
JFG
94
JMG Financial Group
Illinois
$3.01M +$193K +19,776 +7%
CWM
95
Concert Wealth Management
California
$3M +$612K +62,982 +26%
SFM
96
Signature Financial Management
Virginia
$2.99M -$58K -5,958 -2%
YMRC
97
Yorktown Management & Research Company
Virginia
$2.92M – – –
TFF
98
The Family Firm
Maryland
$2.9M -$33.2K -3,408 -1%
LRPA
99
L. Roy Papp & Associates
Arizona
$2.82M +$2.82M +289,590 New
BAS
100
Brown Advisory Securities
Maryland
$2.82M – – –
2 3
4
5 6