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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.

New
Increased
Maintained
Reduced
Closed
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
FPCG
Fort Pitt Capital Group
Pennsylvania
$53.6M
2
AA
Apriem Advisors
California
$28.4M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$40.3M
4
SHJ
Sharkey, Howes & Javer
Colorado
$23.4M
5
HighTower Advisors
HighTower Advisors
Illinois
$23.9M

Top Sellers

1
DWM
Destination Wealth Management
California
$35.8M
2
TRCT
Tower Research Capital (TRC)
New York
$0
3
UCFA
United Capital Financial Advisors
Texas
$41M
4
PA
Planning Alternatives
Michigan
$66M
5
YMRC
Yorktown Management & Research Company
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MWP
226
MYCIO Wealth Partners
Pennsylvania
$8K +$52 +6 +0.7%
TSW
227
Thompson Siegel & Walmsley
Virginia
$7K +$7K +900 New
ARMC
228
American Research & Management Company
Massachusetts
$6K – – –
EMA
229
Efficient Market Advisors
California
$5K -$676 -90 -12%
DPA
230
Delphi Private Advisors
California
$5K +$5K +600 New
WA
231
WBH Advisory
Maryland
$3.21K +$297 +36,318 +10%
CCS
232
Crosspoint Capital Strategies
California
$3K -$5.18K -570 -63%
JPMorgan Chase & Co
233
JPMorgan Chase & Co
New York
$3K +$3K +402 New
NFG
234
Next Financial Group
Texas
$1K – – –
KCPG
235
Kavar Capital Partners Group
Kansas
$1K +$138 +24 +16%
MCM
236
Manchester Capital Management
Vermont
$1K +$857 +144 +600%
NMIS
237
Northwestern Mutual Investment Services
Wisconsin
$1K +$1K +150 New
TRCT
238
Tower Research Capital (TRC)
New York
– -$4.32M -558,876 Closed
YMRC
239
Yorktown Management & Research Company
Virginia
– -$2.32M -300,000 Closed
Wealth Enhancement Advisory Services
240
Wealth Enhancement Advisory Services
Minnesota
– -$1.44M -177,378 Closed
KF
241
Krilogy Financial
Missouri
– -$1.16M -149,880 Closed
Citadel Advisors
242
Citadel Advisors
Florida
– -$1.15M -148,596 Closed
WA
243
WESPAC Advisors
California
– -$679K -87,828 Closed
CTA
244
Chesley Taft & Associates
Illinois
– -$456K -58,968 Closed
Mariner
245
Mariner
Kansas
– -$426K -55,098 Closed
LFA
246
Landmark Financial Advisors
Kentucky
– -$297K -38,514 Closed
ECM
247
Ensemble Capital Management
California
– -$227K -29,400 Closed
KFC
248
Klingenstein Fields & Co
New York
– -$213K -27,600 Closed
AFWA
249
Ancora Family Wealth Advisors
Ohio
– -$213K -27,492 Closed
CIC
250
Carnegie Investment Counsel
Ohio
– -$219K -26,484 Closed
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