SCHB icon

Schwab US Broad Market ETF
SCHB

Overview Fund Activity

356 hedge funds and large institutions have $3.86B invested in Schwab US Broad Market ETF in 2017 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 165 increasing their positions, 113 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
356
Holders Change
+20
Holders Change %
+5.95%
% of All Funds
8.89%
Holding in Top 10
51
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.27%
New
41
Increased
165
Reduced
113
Closed
19
Calls
$1.93M
Puts
$408K
Net Calls
+$1.52M
Net Calls Change
+$1.01M

Top Buyers

1
MFRM
1
Milliman Financial Risk Management
Illinois
$1.11B
2
W
2
Wealthfront
California
$427M
3
Northern Trust
3
Northern Trust
Illinois
$97.8M
4
AIP
4
Almanack Investment Partners
Pennsylvania
$10.4M
5
TSS
5
Two Sigma Securities
New York
$6.77M

Top Sellers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$120M
2
AP
2
Agilis Partners
Massachusetts
$45.1M
3
Jane Street
3
Jane Street
New York
$234K
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$10.7M
5
SFSG
5
Stearns Financial Services Group
North Carolina
$5.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFG
101
JMG Financial Group
Illinois
$3.11M -$28.1K -2,772 -0.9%
Creative Planning
102
Creative Planning
Kansas
$3.06M +$1.41M +139,296 +86%
BAS
103
Brown Advisory Securities
Maryland
$2.9M -$29.2K -2,880 -1%
FG
104
Fiduciary Group
Georgia
$2.8M -$86.2K -8,490 -3%
MWM
105
MinichMacGregor Wealth Management
New York
$2.79M +$853 +84 +0%
MPI
106
Mairs & Power Inc
Minnesota
$2.76M -$21.9K -2,160 -0.8%
PV
107
Private Vista
Illinois
$2.75M +$15.6K +1,536 +0.6%
BCM
108
Boltwood Capital Management
California
$2.69M +$44K +4,332 +2%
PP
109
PagnatoKarp Partners
Virginia
$2.68M -$1.21M -119,628 -31%
SAM
110
Sawgrass Asset Management
Florida
$2.56M – – –
AA
111
Apriem Advisors
California
$2.5M -$266K -26,202 -10%
Commonwealth Equity Services
112
Commonwealth Equity Services
Massachusetts
$2.42M +$30.3K +2,988 +1%
DWM
113
Destination Wealth Management
California
$2.35M +$37.7K +3,714 +2%
EVM
114
Eaton Vance Management
Massachusetts
$2.28M -$234K -23,040 -9%
BL
115
BCWM LLC
Kansas
$2.19M +$143K +14,106 +7%
RJFSA
116
Raymond James Financial Services Advisors
Florida
$2.14M +$733K +72,186 +52%
CC
117
Callan Capital
California
$2.12M -$28.9K -2,844 -1%
KIA
118
KCM Investment Advisors
California
$1.98M +$365 +36 +0%
ACM
119
AlphaStar Capital Management
North Carolina
$1.97M +$1.97M +195,402 New
JPMPWA
120
J.P. Morgan Private Wealth Advisors
California
$1.95M +$187K +18,402 +11%
HCMT
121
Highland Capital Management (Tennessee)
Tennessee
$1.87M -$15.5K -1,530 -0.8%
VNA
122
Valley National Advisers
Pennsylvania
$1.87M -$39.2K -3,858 -2%
RJA
123
Raymond James & Associates
Florida
$1.84M -$51.8K -5,100 -3%
JWA
124
JFS Wealth Advisors
Pennsylvania
$1.75M -$14.1K -1,392 -0.8%
PMG
125
ProVise Management Group
Florida
$1.72M +$159K +15,684 +10%
3 4
5
6 7