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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.

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 %
SSWM
101
Sheets Smith Wealth Management
North Carolina
$771K -$12.3K -1,596 -2%
FF
102
Friedenthal Financial
New Jersey
$760K -$1.12M -145,200 -60%
PMG
103
ProVise Management Group
Florida
$738K +$91.5K +11,832 +14%
AF
104
Allworth Financial
California
$710K -$339K -43,824 -32%
NGA
105
Naples Global Advisors
Florida
$686K +$20.9K +2,700 +3%
WA
106
WESPAC Advisors
California
$679K – – –
CCA
107
Cobblestone Capital Advisors
New York
$666K +$76.1K +9,846 +13%
AAS
108
Annex Advisory Services
Wisconsin
$652K -$23.1K -2,988 -3%
VF
109
Virtu Financial
New York
$627K +$397K +51,336 +172%
DSN
110
D. Scott Neal
Kentucky
$618K -$668K -86,322 -52%
SGCA
111
Steel Grove Capital Advisors
Tennessee
$606K +$2.04K +264 +0.3%
BSW
112
Buckingham Strategic Wealth
Missouri
$601K +$238K +30,834 +66%
WF
113
WealthTrust Fairport
Ohio
$600K +$9.78K +1,266 +2%
BWP
114
BSW Wealth Partners
Colorado
$569K +$16.9K +2,190 +3%
CA
115
Cambridge Advisors
Nebraska
$547K +$143K +18,510 +35%
MFS
116
MSI Financial Services
Massachusetts
$540K -$19.3K -2,496 -3%
Millennium Management
117
Millennium Management
New York
$537K +$537K +69,510 New
TYCC
118
Texas Yale Capital Corp
Florida
$517K – – –
Creative Planning
119
Creative Planning
Kansas
$513K – – –
RJFSA
120
Raymond James Financial Services Advisors
Florida
$498K +$498K +64,374 New
RBC
121
Roble Belko & Company
Pennsylvania
$479K +$238K +30,720 +99%
JPMPWA
122
J.P. Morgan Private Wealth Advisors
California
$464K +$242K +31,242 +109%
WPIC
123
White Pine Investment Company
Michigan
$463K +$39.6K +5,118 +9%
VNA
124
Valley National Advisers
Pennsylvania
$461K +$7.61K +984 +2%
CTA
125
Chesley Taft & Associates
Illinois
$456K +$258K +33,408 +131%
3 4
5
6 7