SCHB icon

Schwab US Broad Market ETF
SCHB

Overview Fund Activity

203 hedge funds and large institutions have $1.08B invested in Schwab US Broad Market ETF in 2015 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 102 increasing their positions, 44 reducing their positions, and 14 closing their positions.

Holders
203
Holders Change
+5
Holders Change %
+2.53%
% of All Funds
5.47%
Holding in Top 10
31
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.71%
% of All Funds
0.84%
New
21
Increased
102
Reduced
44
Closed
14
Calls
$1.2M
Puts
$225K
Net Calls
+$972K
Net Calls Change
-$608K

Top Buyers

1
W
1
Wealthfront
California
$116M
2
Betterment LLC
2
Betterment LLC
New York
$27.3M
3
EK
3
Evensky & Katz
Florida
$33M
4
AI
4
Accredited Investors
Minnesota
$8.36M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$16.9M

Top Sellers

1
Bessemer Group
1
Bessemer Group
New Jersey
$0
2
DWM
2
Destination Wealth Management
California
$54.5M
3
SWM
3
SVA Wealth Management
Wisconsin
$0
4
FPCG
4
Fort Pitt Capital Group
Pennsylvania
$27.2M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$32.8M
Name Market Value Shares Shares
Change 		Shares
Change %
CIC
151
Carnegie Investment Counsel
Ohio
$222K 4,414 +100 +2%
KAM
152
Keeley Asset Management
Illinois
$219K 4,350 +23 +0.5%
AMIM
153
Aull & Monroe Investment Management
Alabama
$215K 4,197 +4,197 New
CTA
154
Chesley Taft & Associates
Illinois
$214K 4,260 +4,260 New
WA
155
Wealth Architects
California
$212K 4,229 +21 +0.5%
RIM
156
Regent Investment Management
Kentucky
$211K 4,196 -265 -6%
IC
157
InterOcean Capital
Illinois
$206K 4,105 +4,105 New
BWA
158
Burt Wealth Advisors
Maryland
$179K 3,570 +166 +5%
JFA
159
JNBA Financial Advisors
Minnesota
$156K 3,100 – –
SEIA
160
Signature Estate & Investment Advisors
California
$156K 3,097 +3,097 New
TWA
161
TCI Wealth Advisors
Arizona
$139K 2,772 +9 +0.3%
PAI
162
Pittenger & Anderson Inc
Nebraska
$134K 2,665 – –
LNWWM
163
Laird Norton Wetherby Wealth Management
California
$101K 2,015 +2,015 New
BCM
164
Blume Capital Management
California
$100K 2,000 – –
S
165
SignatureFD
Georgia
$99K 1,980 +10 +0.5%
Fifth Third Bancorp
166
Fifth Third Bancorp
Ohio
$90K 1,800 – –
KT
167
Kanaly Trust
Texas
$86K 1,704 – –
PIA
168
Peachtree Investment Advisors
Georgia
$80K 1,597 +150 +10%
IWM
169
Integrated Wealth Management
California
$77K 1,539 +7 +0.5%
AWM
170
AllSquare Wealth Management
New York
$60K 1,186 -149 -11%
US Bancorp
171
US Bancorp
Minnesota
$53K 1,052 – –
BAM
172
Barrett Asset Management
New York
$51K 1,015 – –
TIM
173
Tortoise Investment Management
New York
$48K 955 – –
SEI Investments
174
SEI Investments
Pennsylvania
$46K 916 -636 -41%
SHJ
175
Sharkey, Howes & Javer
Colorado
$45K 886 – –
5 6
7
8 9