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
MFRM
1
Milliman Financial Risk Management
Illinois
$180M
2
FPCG
2
Fort Pitt Capital Group
Pennsylvania
$53.6M
3
AA
3
Apriem Advisors
California
$28.4M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$40.3M
5
SHJ
5
Sharkey, Howes & Javer
Colorado
$23.4M

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 %
MFRM
1
Milliman Financial Risk Management
Illinois
$180M 3,664,251 +3,664,251 New
W
2
Wealthfront
California
$116M 2,373,144 +403,088 +20%
PA
3
Planning Alternatives
Michigan
$66M 1,346,139 -60,541 -4%
Betterment LLC
4
Betterment LLC
New York
$62.2M 1,267,825 +207,385 +20%
RPGK
5
Retirement Planning Group (Kansas)
Kansas
$54.1M 1,102,833 +154,299 +16%
FPCG
6
Fort Pitt Capital Group
Pennsylvania
$53.6M 1,092,681 +558,028 +104%
EK
7
Evensky & Katz
Florida
$49.7M 1,014,308 +165,160 +19%
AP
8
Agilis Partners
Massachusetts
$46.4M 945,181 +158,340 +20%
UCFA
9
United Capital Financial Advisors
Texas
$41M 836,890 -66,147 -7%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$40.3M 822,776 +479,592 +140%
Bank of America
11
Bank of America
North Carolina
$38.1M 776,370 +67,682 +10%
DWM
12
Destination Wealth Management
California
$35.8M 729,017 -174,560 -19%
OAJ
13
Ogorek Anthony Joseph
New York
$32.6M 663,976 +16,352 +3%
AA
14
Apriem Advisors
California
$28.4M 578,599 +544,340 +1,589%
BJ
15
Brouwer & Janachowski
California
$27.3M 557,177 +66,105 +13%
AI
16
Accredited Investors
Minnesota
$26.5M 540,903 +113,306 +26%
HP
17
HT Partners
Connecticut
$26.5M 552,856 +7,620 +1%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$25.9M 527,418 -46,661 -8%
HighTower Advisors
19
HighTower Advisors
Illinois
$23.9M 487,928 +453,317 +1,310%
SHJ
20
Sharkey, Howes & Javer
Colorado
$23.4M 476,931 +476,148 +60,811%
FC
21
Financial Consulate
Maryland
$21.5M 437,504 +239,567 +121%
HB
22
Homrich & Berg
Georgia
$18.6M 379,848 +53,068 +16%
SFSG
23
Stearns Financial Services Group
North Carolina
$17.3M 353,280 +8,364 +2%
Wells Fargo
24
Wells Fargo
California
$17.3M 352,752 +264,693 +301%
GA
25
Gateway Advisory
New Jersey
$16.9M 344,069 -5,646 -2%
1
2 3 4 5