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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

182 hedge funds and large institutions have $1B invested in Schwab US Broad Market ETF in 2014 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 88 increasing their positions, 30 reducing their positions, and 19 closing their positions.

Holders
182
Holders Change
+26
Holders Change %
+16.67%
% of All Funds
4.86%
Holding in Top 10
26
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+30%
% of All Funds
0.69%
New
49
Increased
88
Reduced
30
Closed
19
Calls
$2.02M
Puts
$1.27M
Net Calls
+$753K
Net Calls Change
+$382K

Top Buyers

1
W
1
Wealthfront
California
$85M
2
Bessemer Group
2
Bessemer Group
New Jersey
$70.7M
3
FPCG
3
Fort Pitt Capital Group
Pennsylvania
$52.3M
4
EK
4
Evensky & Katz
Florida
$18.1M
5
FMP
5
Financial Management Professionals
Texas
$14.7M

Top Sellers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$48.7M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
UCFA
4
United Capital Financial Advisors
Texas
$64.5M
5
SSWM
5
Sheets Smith Wealth Management
North Carolina
$828K
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
76
Salem Investment Counselors
North Carolina
$856K +$4.54K +546 +0.5%
TRCT
77
Tower Research Capital (TRC)
New York
$845K +$845K +101,688 New
SSWM
78
Sheets Smith Wealth Management
North Carolina
$828K -$3.78M -455,634 -82%
UBS Group
79
UBS Group
Switzerland
$810K +$810K +97,494 New
RC
80
Roundview Capital
New Jersey
$777K +$135K +16,290 +21%
AAS
81
Annex Advisory Services
Wisconsin
$735K +$12.9K +1,560 +2%
NGA
82
Naples Global Advisors
Florida
$696K – – –
PMG
83
ProVise Management Group
Florida
$662K +$30.1K +3,624 +5%
CCA
84
Cobblestone Capital Advisors
New York
$647K +$23.6K +2,844 +4%
MFS
85
MSI Financial Services
Massachusetts
$616K -$21K -2,526 -3%
LRPA
86
L. Roy Papp & Associates
Arizona
$573K +$2.59K +312 +0.5%
SFM
87
Signature Financial Management
Virginia
$563K +$225K +27,138 +67%
CFA
88
Capstone Financial Advisors
Illinois
$560K +$32K +3,852 +6%
AAC
89
Asset Advisors Corp
Georgia
$556K +$556K +66,930 New
TYCC
90
Texas Yale Capital Corp
Florida
$555K – – –
Commonwealth Equity Services
91
Commonwealth Equity Services
Massachusetts
$549K +$139K +16,794 +34%
Creative Planning
92
Creative Planning
Kansas
$547K +$542K +65,232 +11,094%
GAM
93
Gemmer Asset Management
California
$537K +$150K +18,114 +39%
ECML
94
Eagle Capital Management (Louisiana)
Louisiana
$528K +$528K +63,636 New
FMWA
95
Forvis Mazars Wealth Advisors
Missouri
$512K +$279K +33,660 +120%
LTFS
96
Ladenburg Thalmann Financial Services
Florida
$503K +$385K +46,440 +327%
SAMC
97
Spectrum Asset Management (California)
California
$494K +$494K +59,490 New
VCP
98
Vista Capital Partners
Oregon
$478K +$255K +30,678 +114%
CP
99
Corbenic Partners
Pennsylvania
$463K +$15.9K +1,914 +4%
Chevy Chase Trust
100
Chevy Chase Trust
Maryland
$452K -$7.97K -960 -2%
2 3
4
5 6