SCHB icon

Schwab US Broad Market ETF
SCHB

Overview Fund Activity

238 hedge funds and large institutions have $1.48B invested in Schwab US Broad Market ETF in 2015 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 115 increasing their positions, 51 reducing their positions, and 24 closing their positions.

Holders
238
Holders Change
+19
Holders Change %
+8.68%
% of All Funds
6.25%
Holding in Top 10
31
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.71%
% of All Funds
0.81%
New
46
Increased
115
Reduced
51
Closed
24
Calls
$2.19M
Puts
$581K
Net Calls
+$1.6M
Net Calls Change
+$1.37M

Top Buyers

1
FPCG
1
Fort Pitt Capital Group
Pennsylvania
$53.6M
2
AA
2
Apriem Advisors
California
$28.4M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$40.3M
4
SHJ
4
Sharkey, Howes & Javer
Colorado
$23.4M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$23.9M

Top Sellers

1
DWM
1
Destination Wealth Management
California
$35.8M
2
TRCT
2
Tower Research Capital (TRC)
New York
$0
3
UCFA
3
United Capital Financial Advisors
Texas
$41M
4
PA
4
Planning Alternatives
Michigan
$66M
5
YMRC
5
Yorktown Management & Research Company
Virginia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IFS
101
Ifrah Financial Services
Arkansas
$874K 106,962 +67,956 +174%
AF
102
Allworth Financial
California
$871K 106,530 +14,724 +16%
PMG
103
ProVise Management Group
Florida
$845K 103,350 +7,884 +8%
BJL
104
Brighton Jones LLC
Washington
$837K 102,432 +510 +0.5%
PS
105
Portfolio Solutions
Michigan
$817K 99,924 +99,924 New
Commonwealth Equity Services
106
Commonwealth Equity Services
Massachusetts
$805K 98,454 -2,706 -3%
NGA
107
Naples Global Advisors
Florida
$771K 94,320 +5,520 +6%
RJFSA
108
Raymond James Financial Services Advisors
Florida
$758K 92,736 +28,362 +44%
BCM
109
Boltwood Capital Management
California
$723K 88,470 +88,470 New
SSWM
110
Sheets Smith Wealth Management
North Carolina
$705K 86,298 -13,440 -13%
AAS
111
Annex Advisory Services
Wisconsin
$696K 85,182 +882 +1%
Millennium Management
112
Millennium Management
New York
$661K 80,832 +11,322 +16%
TYCC
113
Texas Yale Capital Corp
Florida
$658K 80,550 +13,716 +21%
DW
114
Domani Wealth
Pennsylvania
$653K 79,842 +32,424 +68%
CP
115
Corbenic Partners
Pennsylvania
$650K 79,470 -201,924 -72%
SGCA
116
Steel Grove Capital Advisors
Tennessee
$647K 79,146 +780 +1%
WF
117
WealthTrust Fairport
Ohio
$643K 78,660 +1,026 +1%
BWP
118
BSW Wealth Partners
Colorado
$643K 78,636 +4,980 +7%
SIC
119
Sigma Investment Counselors
Michigan
$621K 75,942 +18,252 +32%
SS
120
Simplicity Solutions
Minnesota
$615K 75,186 +75,186 New
BSW
121
Buckingham Strategic Wealth
Missouri
$613K 74,964 -2,754 -4%
DSN
122
D. Scott Neal
Kentucky
$611K 74,742 -5,148 -6%
CCA
123
Cobblestone Capital Advisors
New York
$609K 74,520 -11,670 -14%
WI
124
WrapManager Inc
California
$605K 74,010 +74,010 New
JPMPWA
125
J.P. Morgan Private Wealth Advisors
California
$601K 73,524 +13,542 +23%
3 4
5
6 7