SCHB icon

Schwab US Broad Market ETF
SCHB

Overview Fund Activity

356 hedge funds and large institutions have $3.86B invested in Schwab US Broad Market ETF in 2017 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 165 increasing their positions, 113 reducing their positions, and 19 closing their positions.

Holders
356
Holders Change
+20
Holders Change %
+5.95%
% of All Funds
8.89%
Holding in Top 10
51
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.27%
New
41
Increased
165
Reduced
113
Closed
19
Calls
$1.93M
Puts
$408K
Net Calls
+$1.52M
Net Calls Change
+$1.01M

Top Buyers

1
MFRM
1
Milliman Financial Risk Management
Illinois
$1.11B
2
W
2
Wealthfront
California
$427M
3
Northern Trust
3
Northern Trust
Illinois
$97.8M
4
S
4
Schroders
United Kingdom
$42.3M
5
AIP
5
Almanack Investment Partners
Pennsylvania
$10.4M

Top Sellers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$120M
2
AP
2
Agilis Partners
Massachusetts
$45.1M
3
Jane Street
3
Jane Street
New York
$234K
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$10.7M
5
SFSG
5
Stearns Financial Services Group
North Carolina
$5.64M
Name Market Value Shares Shares
Change 		Shares
Change %
MFRM
1
Milliman Financial Risk Management
Illinois
$1.11B 18,220,800 +11,077,580 +155%
W
2
Wealthfront
California
$427M 7,014,770 +996,287 +17%
EK
3
Evensky & Katz
Florida
$153M 2,515,026 +18,025 +0.7%
Betterment LLC
4
Betterment LLC
New York
$135M 2,223,407 +279 +0%
UBS Group
5
UBS Group
Switzerland
$126M 2,074,727 -50,376 -2%
Mirae Asset Global Investments
6
Mirae Asset Global Investments
South Korea
$120M 1,968,436 -610,600 -24%
HP
7
HT Partners
Connecticut
$102M 1,671,330 -19,118 -1%
Northern Trust
8
Northern Trust
Illinois
$97.8M 1,605,609 +722,825 +82%
RPGK
9
Retirement Planning Group (Kansas)
Kansas
$82.4M 1,352,885 +49,584 +4%
SG
10
Strid Group
Pennsylvania
$66.3M 1,088,333 +58,173 +6%
Bank of America
11
Bank of America
North Carolina
$62M 1,017,695 +109,092 +12%
TIM
12
Total Investment Management
Arizona
$49.1M 806,074 +59,288 +8%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$45.7M 749,706 -21,333 -3%
AP
14
Agilis Partners
Massachusetts
$45.1M 740,177 -478,949 -39%
PA
15
Planning Alternatives
Michigan
$44.5M 730,959 -11,763 -2%
S
16
Schroders
United Kingdom
$42.3M 679,163 +679,163 New
CAI
17
Capital Advisors Inc
Oklahoma
$42.1M 691,166 +31,864 +5%
AI
18
Accredited Investors
Minnesota
$40.7M 667,813 -60,988 -8%
FPCG
19
Fort Pitt Capital Group
Pennsylvania
$34.3M 563,830 -30,741 -5%
HB
20
Homrich & Berg
Georgia
$33.8M 555,151 +9,885 +2%
UCFA
21
United Capital Financial Advisors
Texas
$33.5M 550,058 -11,695 -2%
HDIM
22
Hanson & Doremus Investment Management
Vermont
$31.9M 523,386 +41,195 +9%
CWM
23
Circle Wealth Management
New Jersey
$28.7M 470,359 -2,330 -0.5%
Wells Fargo
24
Wells Fargo
California
$27.1M 445,109 +7,851 +2%
OAJ
25
Ogorek Anthony Joseph
New York
$26.6M 437,465 +10,974 +3%
1
2 3 4 5