SCHB icon

Schwab US Broad Market ETF
SCHB

Overview Fund Activity

327 hedge funds and large institutions have $2.69B invested in Schwab US Broad Market ETF in 2017 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 173 increasing their positions, 72 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
+18
Holders Change %
+5.83%
% of All Funds
8.15%
Holding in Top 10
48
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.09%
% of All Funds
1.2%
New
47
Increased
173
Reduced
72
Closed
25
Calls
$1.24M
Puts
$902K
Net Calls
+$336K
Net Calls Change
-$3.35M

Top Buyers

1
W
Wealthfront
California
$295M
2
MFRM
Milliman Financial Risk Management
Illinois
$394M
3
MML Investors Services
MML Investors Services
Massachusetts
$34M
4
MWM
Merriman Wealth Management
Washington
$14M
5
EK
Evensky & Katz
Florida
$133M

Top Sellers

1
BJ
Brouwer & Janachowski
California
$17M
2
OAJ
Ogorek Anthony Joseph
New York
$22.5M
3
FPCG
Fort Pitt Capital Group
Pennsylvania
$46.5M
4
Betterment LLC
Betterment LLC
New York
$130M
5
Jane Street
Jane Street
New York
$2.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
176
Pinnacle Associates
New York
$654K -$11.5K -1,212 -2%
MWP
177
MYCIO Wealth Partners
Pennsylvania
$649K +$1.37K +144 +0.2%
KWM
178
Kingsview Wealth Management
Oregon
$637K +$637K +67,002 New
Carson Wealth (CWM LLC)
179
Carson Wealth (CWM LLC)
Nebraska
$617K -$41.8K -4,398 -6%
SCM
180
SOL Capital Management
Maryland
$609K +$34.4K +3,618 +6%
LIM
181
Leavell Investment Management
Alabama
$607K +$51.3K +5,394 +9%
VCP
182
Vista Capital Partners
Oregon
$600K +$30.1K +3,162 +5%
CIBC Private Wealth Group
183
CIBC Private Wealth Group
Georgia
$590K +$590K +61,992 New
BWA
184
BlueSky Wealth Advisors
North Carolina
$586K -$12.4K -1,302 -2%
PIM
185
Penobscot Investment Management
Massachusetts
$586K +$349K +36,714 +148%
CWM
186
Cranbrook Wealth Management
Michigan
$583K +$364K +38,298 +166%
JIC
187
Johnson Investment Counsel
Ohio
$579K +$45K +4,740 +8%
RWM
188
RKL Wealth Management
Pennsylvania
$570K -$180K -18,966 -24%
RC
189
RegentAtlantic Capital
New Jersey
$547K -$251K -26,448 -31%
SHJ
190
Sharkey, Howes & Javer
Colorado
$543K -$36.7K -3,864 -6%
PFA
191
Pure Financial Advisors
California
$510K +$510K +53,604 New
SWM
192
Segment Wealth Management
Texas
$510K +$510K +53,646 New
AIP
193
Almanack Investment Partners
Pennsylvania
$504K +$504K +53,004 New
SWP
194
Stratos Wealth Partners
Ohio
$483K +$483K +50,796 New
RCA
195
Rowland Carmichael Advisors
Arizona
$482K -$98.2K -10,332 -17%
PFA
196
Pinnacle Family Advisors
Missouri
$474K +$8.22K +864 +2%
BPM
197
Bowling Portfolio Management
Ohio
$458K +$64.1K +6,750 +16%
ACM
198
Armbruster Capital Management
New York
$452K -$3.71K -390 -0.8%
FWM
199
Frontier Wealth Management
Missouri
$442K -$3.08K -324 -0.7%
OCM
200
One Capital Management
California
$438K -$5.64K -594 -1%
6 7
8
9 10