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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.

New
Increased
Maintained
Reduced
Closed
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 %
BAS
76
Brown Advisory Securities
Maryland
$1.53M -$658K -85,200 -30%
PP
77
Pegasus Partners
Wisconsin
$1.51M – – –
RC
78
Roundview Capital
New Jersey
$1.51M +$349K +45,204 +30%
Wealth Enhancement Advisory Services
79
Wealth Enhancement Advisory Services
Minnesota
$1.44M +$1.44M +177,378 New
BCI
80
Brinker Capital Investments
Pennsylvania
$1.38M +$166K +21,426 +14%
JFG
81
JMG Financial Group
Illinois
$1.35M +$266K +34,434 +25%
FG
82
Fiduciary Group
Georgia
$1.32M +$196K +25,344 +17%
CFMC
83
Curbstone Financial Management Corp
New Hampshire
$1.28M -$1.16K -150 -0.1%
VCM
84
Vigilant Capital Management
Maine
$1.25M -$162K -21,000 -12%
GAM
85
Garrison Asset Management
Arkansas
$1.19M +$92.7K +12,000 +8%
KF
86
Krilogy Financial
Missouri
$1.16M +$1.16M +149,880 New
Citadel Advisors
87
Citadel Advisors
Florida
$1.15M +$1.15M +148,596 New
AMG
88
Asset Management Group
Connecticut
$1.12M +$360K +46,602 +48%
RMC
89
Regis Management Company
California
$1.05M +$1.05M +135,660 New
HCMT
90
Highland Capital Management (Tennessee)
Tennessee
$1M -$23.7K -3,060 -2%
FMWA
91
Forvis Mazars Wealth Advisors
Missouri
$950K +$378K +48,888 +66%
UBS Group
92
UBS Group
Switzerland
$909K +$299K +38,748 +49%
CWM
93
Cabot Wealth Management
Massachusetts
$861K -$337K -43,608 -28%
CFA
94
Capstone Financial Advisors
Illinois
$861K +$3.85K +498 +0.4%
GAM
95
Gemmer Asset Management
California
$850K +$138K +17,862 +19%
LRPA
96
L. Roy Papp & Associates
Arizona
$845K +$238K +30,816 +39%
SIC
97
Salem Investment Counselors
North Carolina
$837K +$13.8K +1,800 +2%
TFF
98
The Family Firm
Maryland
$813K +$488K +63,042 +150%
BJL
99
Brighton Jones LLC
Washington
$788K +$788K +101,922 New
Commonwealth Equity Services
100
Commonwealth Equity Services
Massachusetts
$782K -$31.3K -4,044 -4%
2 3
4
5 6