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.

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 Market Value Shares Shares
Change 		Shares
Change %
MFRM
1
Milliman Financial Risk Management
Illinois
$258M 5,236,450 +1,572,199 +43%
W
2
Wealthfront
California
$136M 2,753,997 +380,853 +16%
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$106M 2,157,297 +2,157,297 New
Betterment LLC
4
Betterment LLC
New York
$93.5M 1,897,887 +630,062 +50%
HP
5
HT Partners
Connecticut
$74.7M 1,515,993 +963,137 +174%
EK
6
Evensky & Katz
Florida
$58.4M 1,184,753 +170,445 +17%
RPGK
7
Retirement Planning Group (Kansas)
Kansas
$57.3M 1,163,018 +60,185 +5%
AP
8
Agilis Partners
Massachusetts
$55.5M 1,126,907 +181,726 +19%
PA
9
Planning Alternatives
Michigan
$42.5M 862,081 -484,058 -36%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$40.3M 816,816 -5,960 -0.7%
BJ
11
Brouwer & Janachowski
California
$37.4M 759,464 +202,287 +36%
UCFA
12
United Capital Financial Advisors
Texas
$36M 730,785 -106,105 -13%
DWM
13
Destination Wealth Management
California
$35.8M 729,017 – –
AI
14
Accredited Investors
Minnesota
$33.7M 684,472 +143,569 +27%
OAJ
15
Ogorek Anthony Joseph
New York
$33.1M 672,112 +8,136 +1%
FPCG
16
Fort Pitt Capital Group
Pennsylvania
$30.9M 627,621 -465,060 -43%
FC
17
Financial Consulate
Maryland
$21.8M 441,552 +4,048 +0.9%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$21.1M 428,773 -98,645 -19%
HB
19
Homrich & Berg
Georgia
$18.4M 373,103 -6,745 -2%
HDIM
20
Hanson & Doremus Investment Management
Vermont
$16.3M 330,908 -9,338 -3%
KFA
21
Kays Financial Advisory
Georgia
$16.1M 325,880 +8,886 +3%
Brown Advisory
22
Brown Advisory
Maryland
$14.7M 298,844 +23,263 +8%
NSAM
23
North Star Asset Management
Wisconsin
$14.6M 296,889 +29,840 +11%
SFS
24
Summit Financial Strategies
Ohio
$12.9M 260,858 +51,482 +25%
Wells Fargo
25
Wells Fargo
California
$12.6M 256,448 -96,304 -27%
1
2 3 4 5