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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 %
ECML
101
Eagle Capital Management (Louisiana)
Louisiana
$628K 12,506 +998 +9%
FMWA
102
Forvis Mazars Wealth Advisors
Missouri
$619K 12,325 +1,477 +14%
MFS
103
MSI Financial Services
Massachusetts
$605K 12,050 -135 -1%
BWP
104
BSW Wealth Partners
Colorado
$598K 11,911 +156 +1%
TYCC
105
Texas Yale Capital Corp
Florida
$559K 11,139 – –
Creative Planning
106
Creative Planning
Kansas
$556K 11,070 – –
VCP
107
Vista Capital Partners
Oregon
$540K 10,744 +837 +8%
SAMC
108
Spectrum Asset Management (California)
California
$496K 9,880 +395 +4%
HighTower Advisors
109
HighTower Advisors
Illinois
$494K 9,842 +9,842 New
VNA
110
Valley National Advisers
Pennsylvania
$491K 9,766 +1,395 +17%
SIC
111
Sigma Investment Counselors
Michigan
$471K 9,367 +182 +2%
WPIC
112
White Pine Investment Company
Michigan
$459K 9,132 +1,834 +25%
DAM
113
Delta Asset Management
Tennessee
$447K 8,890 +48 +0.5%
AIG
114
American International Group
New York
$443K 8,823 +757 +9%
CA
115
Cambridge Advisors
Nebraska
$438K 8,713 +1,000 +13%
BC
116
Barnett & Company
Tennessee
$437K 8,691 – –
PA
117
Pinnacle Associates
New York
$431K 8,583 +1,060 +14%
GWM
118
Greenwich Wealth Management
Connecticut
$430K 8,500 – –
CA
119
Callahan Advisors
Texas
$428K 8,518 +168 +2%
Chevy Chase Trust
120
Chevy Chase Trust
Maryland
$422K 8,405 – –
NDSI
121
Newman Dignan & Sheerar Inc
Rhode Island
$422K 8,411 +126 +2%
NIC
122
Northwest Investment Counselors
Oregon
$417K 8,293 – –
CFA
123
Cahill Financial Advisors
Minnesota
$409K 8,128 -493 -6%
BSW
124
Buckingham Strategic Wealth
Missouri
$393K 7,814 +117 +2%
NCM
125
Novare Capital Management
North Carolina
$391K 7,790 +868 +13%
3 4
5
6 7