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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

198 hedge funds and large institutions have $1.1B invested in Schwab US Broad Market ETF in 2015 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 97 increasing their positions, 50 reducing their positions, and 13 closing their positions.

Holders
198
Holders Change
+16
Holders Change %
+8.79%
% of All Funds
5.28%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.75%
New
29
Increased
97
Reduced
50
Closed
13
Calls
$2.12M
Puts
$540K
Net Calls
+$1.58M
Net Calls Change
+$827K

Top Buyers

1
OAJ
1
Ogorek Anthony Joseph
New York
$32.3M
2
Bank of America
2
Bank of America
North Carolina
$29.5M
3
W
3
Wealthfront
California
$103M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$7.43M
5
BJ
5
Brouwer & Janachowski
California
$7.73M

Top Sellers

1
FPCG
1
Fort Pitt Capital Group
Pennsylvania
$31.7M
2
Bessemer Group
2
Bessemer Group
New Jersey
$56.5M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$36.7M
4
UCFA
4
United Capital Financial Advisors
Texas
$53.4M
5
Jane Street
5
Jane Street
New York
$1.41M
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
26
Stancorp Investment Advisers
Oregon
$9.52M 1,131,408 +4,860 +0.4%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$8.6M 1,022,304 +331,188 +48%
SFS
28
Summit Financial Strategies
Ohio
$8.19M 972,984 +149,610 +18%
BC
29
Bartlett & Co
Ohio
$7.86M 934,722 +97,770 +12%
BJ
30
Brouwer & Janachowski
California
$7.73M 918,150 +754,860 +462%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$7.43M 883,284 +822,654 +1,357%
HB
32
Homrich & Berg
Georgia
$7.17M 852,744 +146,514 +21%
BBPWM
33
Blue Bell Private Wealth Management
Pennsylvania
$7.05M 838,518 -193,518 -19%
CHJWM
34
Carlton Hofferkamp & Jenks Wealth Management
Texas
$6.97M 828,150 +57,690 +7%
FC
35
Financial Consulate
Maryland
$6.65M 789,786 +380,526 +93%
SWM
36
SVA Wealth Management
Wisconsin
$6.43M 764,406 +17,766 +2%
AIM
37
Advantage Investment Management
Iowa
$6.41M 761,748 +404,502 +113%
F
38
FutureAdvisor
California
$6.02M 716,706 +553,566 +339%
LPL Financial
39
LPL Financial
California
$5.21M 621,882 +123,204 +25%
IF
40
Ironwood Financial
Arizona
$5.21M 618,642 +9,282 +2%
AI
41
Atria Investments
North Carolina
$5.04M 599,454 +26,166 +5%
Morgan Stanley
42
Morgan Stanley
New York
$4.96M 589,446 +149,340 +34%
BCMO
43
Buckingham Capital Management (Ohio)
Ohio
$4.93M 585,462 +22,134 +4%
MAS
44
Madden Advisory Services
Florida
$4.84M 575,076 +3,102 +0.5%
BFG
45
Bouchey Financial Group
New York
$4.43M 526,584 +90,600 +21%
ACM
46
Avalon Capital Management
California
$4.39M 521,310 +294,156 +129%
Brown Advisory
47
Brown Advisory
Maryland
$4.38M 520,290 +251,070 +93%
FIM
48
Frontier Investment Management
Texas
$4.14M 489,738 +489,738 New
DG
49
Davidson & Garrard
Virginia
$4M 474,972 +20,196 +4%
SA
50
Strategic Advisors
New York
$2.88M 362,526 -35,478 -9%
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