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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

219 hedge funds and large institutions have $994M invested in Schwab US Broad Market ETF in 2015 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 118 increasing their positions, 42 reducing their positions, and 12 closing their positions.

Holders
219
Holders Change
+16
Holders Change %
+7.88%
% of All Funds
6.12%
Holding in Top 10
28
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.68%
% of All Funds
0.78%
New
28
Increased
118
Reduced
42
Closed
12
Calls
$531K
Puts
$297K
Net Calls
+$234K
Net Calls Change
-$738K

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$49.2M
2
BJ
2
Brouwer & Janachowski
California
$22.8M
3
AI
3
Accredited Investors
Minnesota
$19.8M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$9.64M
5
EK
5
Evensky & Katz
Florida
$39.4M

Top Sellers

1
HCM
1
Hengehold Capital Management
Ohio
$6.2M
2
AA
2
Apriem Advisors
California
$1.59M
3
FWP
3
FAS Wealth Partners
Kansas
$1.74M
4
W
4
Wealthfront
California
$91.4M
5
PA
5
Planning Alternatives
Michigan
$65.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
51
Concert Wealth Management
California
$3.48M -$159K -20,604 -4%
SC
52
Savant Capital
Illinois
$3.43M +$824K +106,584 +32%
AAC
53
Asset Advisors Corp
Georgia
$3.24M +$445K +57,510 +16%
Ameriprise
54
Ameriprise
Minnesota
$3.08M -$5.71K -738 -0.2%
CC
55
Callan Capital
California
$2.98M +$2.98M +384,954 New
WA
56
WBH Advisory
Maryland
$2.75M +$95.1K +12,312 +4%
IAS
57
IMA Advisory Services
Colorado
$2.52M +$40.7K +5,478 +2%
MPI
58
Mairs & Power Inc
Minnesota
$2.49M +$186K +24,000 +8%
YMRC
59
Yorktown Management & Research Company
Virginia
$2.32M +$2.32M +300,000 New
CP
60
Corbenic Partners
Pennsylvania
$2.18M +$215K +27,804 +11%
SIA
61
Starfire Investment Advisers
Michigan
$2.17M -$2.78K -360 -0.1%
FIM
62
Frontier Investment Management
Texas
$2.11M +$428K +55,776 +25%
SAM
63
Sawgrass Asset Management
Florida
$2.1M – – –
FTUS
64
Flow Traders U.S.
New York
$2.05M +$2.05M +264,768 New
EVM
65
Eaton Vance Management
Massachusetts
$2.05M +$654K +84,600 +47%
SFM
66
Signature Financial Management
Virginia
$1.95M +$360K +46,560 +23%
FA
67
Fagan Associates
New York
$1.85M +$18.7K +2,418 +1%
FWP
68
FAS Wealth Partners
Kansas
$1.74M -$21.4M -2,768,742 -92%
VFS
69
VSR Financial Services
Kansas
$1.7M +$121K +15,618 +8%
Jane Street
70
Jane Street
New York
$1.69M -$7.17M -927,672 -81%
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$1.68M +$29.2K +3,786 +2%
HighTower Advisors
72
HighTower Advisors
Illinois
$1.6M +$1.15M +148,614 +252%
AA
73
Apriem Advisors
California
$1.59M -$23.5M -3,034,422 -94%
BL
74
BCWM LLC
Kansas
$1.58M +$65.3K +8,442 +4%
KIA
75
KCM Investment Advisors
California
$1.58M +$194K +25,080 +14%
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