SCHB icon

Schwab US Broad Market ETF
SCHB

Overview Fund Activity

240 hedge funds and large institutions have $1.62B invested in Schwab US Broad Market ETF in 2016 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 110 increasing their positions, 73 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
+2
Holders Change %
+0.84%
% of All Funds
6.41%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.88%
New
27
Increased
110
Reduced
73
Closed
23
Calls
$3.41M
Puts
$231K
Net Calls
+$3.18M
Net Calls Change
+$1.57M

Top Buyers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$106M
2
MFRM
2
Milliman Financial Risk Management
Illinois
$258M
3
HP
3
HT Partners
Connecticut
$74.7M
4
Betterment LLC
4
Betterment LLC
New York
$93.5M
5
W
5
Wealthfront
California
$136M

Top Sellers

1
MIAN
1
Mariner Independent Advisor Network
Kansas
$8.72M
2
Bank of America
2
Bank of America
North Carolina
$4.96M
3
AA
3
Apriem Advisors
California
$1.99M
4
PA
4
Planning Alternatives
Michigan
$42.5M
5
FPCG
5
Fort Pitt Capital Group
Pennsylvania
$30.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
NDSI
151
Newman Dignan & Sheerar Inc
Rhode Island
$402K -$2.62K -318 -0.6%
ACM
152
Armbruster Capital Management
New York
$392K -$1.68K -204 -0.4%
VCP
153
Vista Capital Partners
Oregon
$390K +$23K +2,796 +6%
FIM
154
Frontier Investment Management
Texas
$358K -$2.75M -334,296 -88%
SA
155
SRH Advisors
Kansas
$357K +$87.4K +10,638 +32%
SMC
156
Smith, Moore & Co
Missouri
$340K – – –
SGAM
157
Steinberg Global Asset Management
Florida
$328K +$120K +14,622 +58%
Citigroup
158
Citigroup
New York
$313K -$27.6K -3,360 -8%
CG
159
Colony Group
Massachusetts
$308K +$8.78K +1,068 +3%
CA
160
Callahan Advisors
Texas
$302K +$42.9K +5,220 +17%
CNFG
161
Creegan & Nassoura Financial Group
New Hampshire
$298K +$19.7K +2,400 +7%
QCMNJ
162
Quantum Capital Management (New Jersey)
New Jersey
$288K +$23.2K +2,826 +9%
PIA
163
Peachtree Investment Advisors
Georgia
$286K +$40.7K +4,950 +17%
SSWM
164
Sheets Smith Wealth Management
North Carolina
$284K -$424K -51,678 -60%
FNBT
165
FineMark National Bank & Trust
Florida
$282K +$1.43K +174 +0.5%
Creative Planning
166
Creative Planning
Kansas
$278K -$293K -35,670 -51%
PAG
167
Private Advisor Group
New Jersey
$276K -$27.8K -3,384 -9%
AFWA
168
Ancora Family Wealth Advisors
Ohio
$275K +$275K +33,486 New
TCM
169
Twele Capital Management
Minnesota
$256K -$40K -4,860 -14%
VWA
170
V Wealth Advisors
Kansas
$252K +$252K +30,642 New
LIM
171
Leavell Investment Management
Alabama
$250K +$250K +30,426 New
AC
172
Addison Capital
Pennsylvania
$240K -$37.5K -4,560 -14%
SWM
173
Stockman Wealth Management
Montana
$240K +$240K +29,226 New
GG
174
Gofen & Glossberg
Illinois
$235K +$5.42K +660 +2%
AWMG
175
Alliance Wealth Management Group
New Jersey
$234K -$283K -34,530 -55%
5 6
7
8 9