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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 %
DSN
76
D. Scott Neal
Kentucky
$1.39M 27,702 +8,567 +45%
CFMC
77
Curbstone Financial Management Corp
New Hampshire
$1.38M 27,560 -1,050 -4%
BCI
78
Brinker Capital Investments
Pennsylvania
$1.31M 26,136 +2,286 +10%
CWM
79
Cabot Wealth Management
Massachusetts
$1.3M 25,825 -7,400 -22%
RC
80
Roundview Capital
New Jersey
$1.25M 24,923 +6,074 +32%
FG
81
Fiduciary Group
Georgia
$1.21M 24,169 +24,169 New
GAM
82
Garrison Asset Management
Arkansas
$1.19M 23,709 +140 +0.6%
JFG
83
JMG Financial Group
Illinois
$1.17M 23,274 +2,991 +15%
AF
84
Allworth Financial
California
$1.14M 22,605 -472 -2%
HCMT
85
Highland Capital Management (Tennessee)
Tennessee
$1.11M 22,154 -69 -0.3%
CFA
86
Capstone Financial Advisors
Illinois
$929K 18,485 +6,903 +60%
SIC
87
Salem Investment Counselors
North Carolina
$900K 17,915 -57 -0.3%
Commonwealth Equity Services
88
Commonwealth Equity Services
Massachusetts
$881K 17,534 -898 -5%
SSWM
89
Sheets Smith Wealth Management
North Carolina
$848K 16,889 -718 -4%
AMG
90
Asset Management Group
Connecticut
$819K 16,302 +3,367 +26%
GAM
91
Gemmer Asset Management
California
$771K 15,349 +872 +6%
WA
92
WESPAC Advisors
California
$735K 14,638 – –
AAS
93
Annex Advisory Services
Wisconsin
$731K 14,548 +88 +0.6%
NGA
94
Naples Global Advisors
Florida
$721K 14,350 +5 +0%
PMG
95
ProVise Management Group
Florida
$700K 13,939 -126 -0.9%
UBS Group
96
UBS Group
Switzerland
$660K 13,143 -3,916 -23%
LRPA
97
L. Roy Papp & Associates
Arizona
$657K 13,077 +1,354 +12%
SGCA
98
Steel Grove Capital Advisors
Tennessee
$654K 13,017 +13,017 New
WF
99
WealthTrust Fairport
Ohio
$639K 12,728 +457 +4%
CCA
100
Cobblestone Capital Advisors
New York
$639K 12,724 +731 +6%
2 3
4
5 6