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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

182 hedge funds and large institutions have $1B invested in Schwab US Broad Market ETF in 2014 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 88 increasing their positions, 30 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
+26
Holders Change %
+16.67%
% of All Funds
4.86%
Holding in Top 10
26
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+30%
% of All Funds
0.69%
New
49
Increased
88
Reduced
30
Closed
19
Calls
$2.02M
Puts
$1.27M
Net Calls
+$753K
Net Calls Change
+$382K

Top Buyers

1
W
1
Wealthfront
California
$85M
2
Bessemer Group
2
Bessemer Group
New Jersey
$70.7M
3
FPCG
3
Fort Pitt Capital Group
Pennsylvania
$52.3M
4
EK
4
Evensky & Katz
Florida
$18.1M
5
FMP
5
Financial Management Professionals
Texas
$14.7M

Top Sellers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$48.7M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
UCFA
4
United Capital Financial Advisors
Texas
$64.5M
5
SSWM
5
Sheets Smith Wealth Management
North Carolina
$828K
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
26
Bartlett & Co
Ohio
$6.95M +$433K +52,116 +7%
SFS
27
Summit Financial Strategies
Ohio
$6.84M +$6.84M +823,374 New
CHJWM
28
Carlton Hofferkamp & Jenks Wealth Management
Texas
$6.4M +$1.32M +158,676 +26%
Jane Street
29
Jane Street
New York
$6.37M -$2.91M -350,856 -31%
SWM
30
SVA Wealth Management
Wisconsin
$6.2M +$362K +43,590 +6%
HB
31
Homrich & Berg
Georgia
$5.86M +$809K +97,452 +16%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$5.74M +$5.73M +690,270 +81,592%
IF
33
Ironwood Financial
Arizona
$5.06M +$5.06M +609,360 New
AI
34
Atria Investments
North Carolina
$4.76M +$157K +18,864 +3%
MAS
35
Madden Advisory Services
Florida
$4.75M -$64.3K -7,746 -1%
BCMO
36
Buckingham Capital Management (Ohio)
Ohio
$4.68M +$66.3K +7,986 +1%
OAJ
37
Ogorek Anthony Joseph
New York
$4.33M +$4.33M +521,574 New
LPL Financial
38
LPL Financial
California
$4.14M +$234K +28,158 +6%
DG
39
Davidson & Garrard
Virginia
$3.78M +$1.3M +156,588 +53%
Morgan Stanley
40
Morgan Stanley
New York
$3.66M +$500K +60,240 +16%
BFG
41
Bouchey Financial Group
New York
$3.62M +$82.9K +9,990 +2%
FC
42
Financial Consulate
Maryland
$3.4M +$3.4M +409,260 New
SA
43
Strategic Advisors
New York
$3.31M -$22.7K -2,736 -0.7%
AIM
44
Advantage Investment Management
Iowa
$2.97M +$2.97M +357,246 New
VCM
45
Vigilant Capital Management
Maine
$2.84M -$464K -55,830 -14%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$2.71M +$599K +72,126 +28%
CWM
47
Concert Wealth Management
California
$2.68M -$628K -75,702 -19%
FI
48
FormulaFolio Investments
Michigan
$2.48M +$2.48M +299,082 New
MPI
49
Mairs & Power Inc
Minnesota
$2.48M -$24.9K -3,000 -1%
WA
50
WBH Advisory
Maryland
$2.39M +$225K +27,048 +10%
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