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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

238 hedge funds and large institutions have $1.48B invested in Schwab US Broad Market ETF in 2015 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 115 increasing their positions, 51 reducing their positions, and 24 closing their positions.

Holders
238
Holders Change
+19
Holders Change %
+8.68%
% of All Funds
6.25%
Holding in Top 10
31
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.71%
% of All Funds
0.81%
New
46
Increased
115
Reduced
51
Closed
24
Calls
$2.19M
Puts
$581K
Net Calls
+$1.6M
Net Calls Change
+$1.37M

Top Buyers

1
FPCG
1
Fort Pitt Capital Group
Pennsylvania
$53.6M
2
AA
2
Apriem Advisors
California
$28.4M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$40.3M
4
SHJ
4
Sharkey, Howes & Javer
Colorado
$23.4M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$23.9M

Top Sellers

1
DWM
1
Destination Wealth Management
California
$35.8M
2
TRCT
2
Tower Research Capital (TRC)
New York
$0
3
UCFA
3
United Capital Financial Advisors
Texas
$41M
4
PA
4
Planning Alternatives
Michigan
$66M
5
YMRC
5
Yorktown Management & Research Company
Virginia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BL
76
BCWM LLC
Kansas
$1.71M 209,466 +5,142 +3%
BCI
77
Brinker Capital Investments
Pennsylvania
$1.71M 209,604 +31,362 +18%
JFG
78
JMG Financial Group
Illinois
$1.71M 208,848 +34,770 +20%
RC
79
Roundview Capital
New Jersey
$1.68M 205,086 +10,344 +5%
FG
80
Fiduciary Group
Georgia
$1.63M 199,620 +29,262 +17%
KIA
81
KCM Investment Advisors
California
$1.63M 199,158 -5,124 -3%
GAM
82
Garrison Asset Management
Arkansas
$1.63M 198,834 +44,580 +29%
FWP
83
FAS Wealth Partners
Kansas
$1.62M 198,738 -26,796 -12%
BAS
84
Brown Advisory Securities
Maryland
$1.62M 197,580 – –
Bank of Montreal
85
Bank of Montreal
Ontario, Canada
$1.58M 192,990 -24,876 -11%
LBC
86
Lowe Brockenbrough & Co
Virginia
$1.56M 190,278 +190,278 New
Ameriprise
87
Ameriprise
Minnesota
$1.53M 186,564 -212,112 -53%
GAM
88
Gemmer Asset Management
California
$1.44M 175,782 +65,826 +60%
PP
89
Pegasus Partners
Wisconsin
$1.4M 171,690 -24,000 -12%
TFF
90
The Family Firm
Maryland
$1.26M 153,516 +48,408 +46%
HCMT
91
Highland Capital Management (Tennessee)
Tennessee
$1.2M 146,736 +16,872 +13%
AMG
92
Asset Management Group
Connecticut
$1.17M 143,340 -1,074 -0.7%
JWA
93
JFS Wealth Advisors
Pennsylvania
$1.14M 139,524 +90,858 +187%
VCM
94
Vigilant Capital Management
Maine
$987K 120,720 -40,620 -25%
UBS Group
95
UBS Group
Switzerland
$957K 117,096 -510 -0.4%
SIC
96
Salem Investment Counselors
North Carolina
$956K 116,934 +7,644 +7%
CWM
97
Cabot Wealth Management
Massachusetts
$944K 115,452 +4,110 +4%
LRPA
98
L. Roy Papp & Associates
Arizona
$940K 115,008 +5,730 +5%
CFA
99
Capstone Financial Advisors
Illinois
$914K 111,774 +366 +0.3%
SHWM
100
Smith & Howard Wealth Management
Georgia
$899K 110,004 +82,788 +304%
2 3
4
5 6