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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

198 hedge funds and large institutions have $1.1B invested in Schwab US Broad Market ETF in 2015 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 97 increasing their positions, 50 reducing their positions, and 13 closing their positions.

Holders
198
Holders Change
+16
Holders Change %
+8.79%
% of All Funds
5.28%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.75%
New
29
Increased
97
Reduced
50
Closed
13
Calls
$2.12M
Puts
$540K
Net Calls
+$1.58M
Net Calls Change
+$827K

Top Buyers

1
OAJ
1
Ogorek Anthony Joseph
New York
$32.3M
2
Bank of America
2
Bank of America
North Carolina
$29.5M
3
W
3
Wealthfront
California
$103M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$7.43M
5
BJ
5
Brouwer & Janachowski
California
$7.73M

Top Sellers

1
FPCG
1
Fort Pitt Capital Group
Pennsylvania
$31.7M
2
Bessemer Group
2
Bessemer Group
New Jersey
$56.5M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$36.7M
4
UCFA
4
United Capital Financial Advisors
Texas
$53.4M
5
Jane Street
5
Jane Street
New York
$1.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
101
Capstone Financial Advisors
Illinois
$585K +$16.8K +1,998 +3%
ECML
102
Eagle Capital Management (Louisiana)
Louisiana
$581K +$45.5K +5,412 +9%
TYCC
103
Texas Yale Capital Corp
Florida
$562K – – –
Creative Planning
104
Creative Planning
Kansas
$559K +$5.05K +600 +0.9%
FMWA
105
Forvis Mazars Wealth Advisors
Missouri
$548K +$28.7K +3,408 +6%
VCP
106
Vista Capital Partners
Oregon
$500K +$15.7K +1,872 +3%
SAMC
107
Spectrum Asset Management (California)
California
$479K -$21.7K -2,580 -4%
SIC
108
Sigma Investment Counselors
Michigan
$464K +$50.9K +6,048 +12%
DAM
109
Delta Asset Management
Tennessee
$446K +$1.97K +234 +0.4%
BC
110
Barnett & Company
Tennessee
$439K – – –
CFA
111
Cahill Financial Advisors
Minnesota
$436K +$55.8K +6,618 +15%
GWM
112
Greenwich Wealth Management
Connecticut
$429K +$429K +51,000 New
Chevy Chase Trust
113
Chevy Chase Trust
Maryland
$424K -$33.5K -3,984 -7%
VNA
114
Valley National Advisers
Pennsylvania
$423K -$27.6K -3,282 -6%
CA
115
Callahan Advisors
Texas
$422K -$4.85K -576 -1%
NIC
116
Northwest Investment Counselors
Oregon
$419K +$419K +49,758 New
NDSI
117
Newman Dignan & Sheerar Inc
Rhode Island
$418K -$4.84K -576 -1%
AIG
118
American International Group
New York
$407K +$6.21K +738 +2%
PAG
119
Private Advisor Group
New Jersey
$398K +$96.4K +11,448 +32%
CA
120
Cambridge Advisors
Nebraska
$389K – – –
BSW
121
Buckingham Strategic Wealth
Missouri
$389K +$102K +12,060 +35%
PA
122
Pinnacle Associates
New York
$380K +$8.33K +990 +2%
WPIC
123
White Pine Investment Company
Michigan
$368K +$147K +17,490 +67%
NCM
124
Novare Capital Management
North Carolina
$349K +$19.9K +2,364 +6%
Citigroup
125
Citigroup
New York
$345K – – –
3 4
5
6 7