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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.

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
1
Fort Pitt Capital Group
Pennsylvania
$53.6M
2
AA
2
Apriem Advisors
California
$28.4M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$40.3M
4
SHJ
4
Sharkey, Howes & Javer
Colorado
$23.4M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$23.9M

Top Sellers

1
DWM
1
Destination Wealth Management
California
$35.8M
2
TRCT
2
Tower Research Capital (TRC)
New York
$0
3
UCFA
3
United Capital Financial Advisors
Texas
$41M
4
PA
4
Planning Alternatives
Michigan
$66M
5
YMRC
5
Yorktown Management & Research Company
Virginia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HDIM
26
Hanson & Doremus Investment Management
Vermont
$16.7M 2,041,476 +152,604 +8%
KFA
27
Kays Financial Advisory
Georgia
$15.5M 1,901,964 +102,036 +6%
Brown Advisory
28
Brown Advisory
Maryland
$13.5M 1,653,486 +203,298 +14%
NSAM
29
North Star Asset Management
Wisconsin
$13.1M 1,602,294 +29,622 +2%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$12.2M 1,489,734 -67,494 -4%
FMP
31
Financial Management Professionals
Texas
$11.6M 1,417,878 +293,886 +26%
SFS
32
Summit Financial Strategies
Ohio
$10.3M 1,256,256 +94,578 +8%
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$10.2M 1,243,560 -3,216 -0.3%
IA
34
IFP Advisors
Florida
$9.76M 1,193,832 +1,193,832 New
BlackRock
35
BlackRock
New York
$9.53M 1,166,388 +1,166,388 New
LPL Financial
36
LPL Financial
California
$9.31M 1,155,054 +549,570 +91%
MIAN
37
Mariner Independent Advisor Network
Kansas
$9.18M 1,122,636 -69,198 -6%
BC
38
Bartlett & Co
Ohio
$9.11M 1,114,398 +92,016 +9%
PR
39
Payden & Rygel
California
$8.45M 1,033,800 – –
AI
40
Atria Investments
North Carolina
$7.78M 1,013,298 +249,642 +33%
Jane Street
41
Jane Street
New York
$7.53M 921,348 +702,528 +321%
CHJWM
42
Carlton Hofferkamp & Jenks Wealth Management
Texas
$7.47M 928,212 +22,620 +2%
Morgan Stanley
43
Morgan Stanley
New York
$7.18M 878,256 -25,830 -3%
HCM
44
Hengehold Capital Management
Ohio
$6.76M 827,532 +25,668 +3%
BFG
45
Bouchey Financial Group
New York
$6.62M 809,286 -8,664 -1%
AIM
46
Advantage Investment Management
Iowa
$6.53M 798,870 +228 +0%
ADL
47
Asset Dedication LLC
California
$6.24M 762,894 +762,894 New
FI
48
FormulaFolio Investments
Michigan
$5.34M 652,920 +173,124 +36%
MAS
49
Madden Advisory Services
Florida
$5.25M 642,774 +24,690 +4%
FMWA
50
Forvis Mazars Wealth Advisors
Missouri
$5.23M 640,332 +517,494 +421%
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