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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
IAS
51
IMA Advisory Services
Colorado
$2.75M +$925K +109,950 +51%
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$2.74M +$2.74M +325,800 New
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$2.72M -$26.2K -3,120 -1%
Citadel Advisors
54
Citadel Advisors
Florida
$2.69M +$2.69M +319,632 New
SC
55
Savant Capital
Illinois
$2.57M +$303K +36,066 +13%
MPI
56
Mairs & Power Inc
Minnesota
$2.51M – – –
VCM
57
Vigilant Capital Management
Maine
$2.5M -$375K -44,538 -13%
BAS
58
Brown Advisory Securities
Maryland
$2.38M +$151K +18,000 +7%
FI
59
FormulaFolio Investments
Michigan
$2.35M -$169K -20,082 -7%
SIA
60
Starfire Investment Advisers
Michigan
$2.34M +$2.34M +278,550 New
SAM
61
Sawgrass Asset Management
Florida
$2.28M +$2.28M +271,200 New
Ameriprise
62
Ameriprise
Minnesota
$2.2M -$50.5K -5,964 -2%
VFS
63
VSR Financial Services
Kansas
$2.12M +$53.1K +6,306 +3%
FANJ
64
Financial Architects (New Jersey)
New Jersey
$2M +$1.99M +236,208 +21,396%
FA
65
Fagan Associates
New York
$1.96M +$91.8K +10,908 +5%
RP
66
Reinhart Partners
Wisconsin
$1.96M +$201K +23,868 +11%
SFM
67
Signature Financial Management
Virginia
$1.74M +$1.16M +138,372 +204%
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$1.68M -$149K -17,664 -8%
CWM
69
Cabot Wealth Management
Massachusetts
$1.68M -$167K -19,902 -9%
AAC
70
Asset Advisors Corp
Georgia
$1.57M +$1.01M +119,790 +179%
KIA
71
KCM Investment Advisors
California
$1.51M +$32.2K +3,828 +2%
CFMC
72
Curbstone Financial Management Corp
New Hampshire
$1.44M +$22.5K +2,670 +2%
EVM
73
Eaton Vance Management
Massachusetts
$1.44M – – –
Jane Street
74
Jane Street
New York
$1.41M -$5.05M -599,988 -78%
FF
75
Friedenthal Financial
New Jersey
$1.28M +$55.3K +6,570 +5%
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