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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

203 hedge funds and large institutions have $1.08B invested in Schwab US Broad Market ETF in 2015 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 102 increasing their positions, 44 reducing their positions, and 14 closing their positions.

Holders
203
Holders Change
+5
Holders Change %
+2.53%
% of All Funds
5.47%
Holding in Top 10
31
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.71%
% of All Funds
0.84%
New
21
Increased
102
Reduced
44
Closed
14
Calls
$1.2M
Puts
$225K
Net Calls
+$972K
Net Calls Change
-$608K

Top Buyers

1
W
1
Wealthfront
California
$116M
2
Betterment LLC
2
Betterment LLC
New York
$27.3M
3
EK
3
Evensky & Katz
Florida
$33M
4
AI
4
Accredited Investors
Minnesota
$8.36M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$16.9M

Top Sellers

1
Bessemer Group
1
Bessemer Group
New Jersey
$0
2
DWM
2
Destination Wealth Management
California
$54.5M
3
SWM
3
SVA Wealth Management
Wisconsin
$0
4
FPCG
4
Fort Pitt Capital Group
Pennsylvania
$27.2M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$32.8M
Name Market Value Shares Shares
Change 		Shares
Change %
MIAN
26
Mariner Independent Advisor Network
Kansas
$9.61M 191,363 -29,732 -13%
Jane Street
27
Jane Street
New York
$9.6M 191,082 +163,219 +586%
FMP
28
Financial Management Professionals
Texas
$9.06M 180,478 -62,357 -26%
SFS
29
Summit Financial Strategies
Ohio
$9.01M 179,415 +17,251 +11%
BC
30
Bartlett & Co
Ohio
$8.39M 166,975 +11,188 +7%
AI
31
Accredited Investors
Minnesota
$8.36M 166,493 +166,493 New
F
32
FutureAdvisor
California
$7.79M 153,919 +34,468 +29%
CHJWM
33
Carlton Hofferkamp & Jenks Wealth Management
Texas
$7.56M 149,524 +11,499 +8%
FI
34
FormulaFolio Investments
Michigan
$7.1M 141,405 +94,905 +204%
FC
35
Financial Consulate
Maryland
$6.68M 132,887 +1,256 +1%
AIM
36
Advantage Investment Management
Iowa
$6.55M 130,353 +3,395 +3%
Wells Fargo
37
Wells Fargo
California
$6.28M 125,116 +118,486 +1,787%
BBPWM
38
Blue Bell Private Wealth Management
Pennsylvania
$6.03M 120,107 -19,646 -14%
Brown Advisory
39
Brown Advisory
Maryland
$5.8M 115,353 +28,638 +33%
BFG
40
Bouchey Financial Group
New York
$5.4M 107,469 +19,705 +22%
AI
41
Atria Investments
North Carolina
$5.4M 107,436 +7,527 +8%
SA
42
Strategic Advisors
New York
$5.25M 104,450 +44,029 +73%
IF
43
Ironwood Financial
Arizona
$5.19M 103,322 +215 +0.2%
BCMO
44
Buckingham Capital Management (Ohio)
Ohio
$5.09M 99,403 +1,826 +2%
MAS
45
Madden Advisory Services
Florida
$5.01M 99,834 +3,988 +4%
LPL Financial
46
LPL Financial
California
$4.33M 85,900 -17,747 -17%
CWM
47
Concert Wealth Management
California
$3.95M 78,477 +17,769 +29%
DG
48
Davidson & Garrard
Virginia
$3.94M 78,344 -818 -1%
Morgan Stanley
49
Morgan Stanley
New York
$3.79M 75,460 -22,781 -23%
FANJ
50
Financial Architects (New Jersey)
New Jersey
$3.52M 70,123 +30,571 +77%
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