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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

182 hedge funds and large institutions have $1B invested in Schwab US Broad Market ETF in 2014 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 88 increasing their positions, 30 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
+26
Holders Change %
+16.67%
% of All Funds
4.86%
Holding in Top 10
26
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+30%
% of All Funds
0.69%
New
49
Increased
88
Reduced
30
Closed
19
Calls
$2.02M
Puts
$1.27M
Net Calls
+$753K
Net Calls Change
+$382K

Top Buyers

1
W
1
Wealthfront
California
$85M
2
Bessemer Group
2
Bessemer Group
New Jersey
$70.7M
3
FPCG
3
Fort Pitt Capital Group
Pennsylvania
$52.3M
4
EK
4
Evensky & Katz
Florida
$18.1M
5
FMP
5
Financial Management Professionals
Texas
$14.7M

Top Sellers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$48.7M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
UCFA
4
United Capital Financial Advisors
Texas
$64.5M
5
SSWM
5
Sheets Smith Wealth Management
North Carolina
$828K
Name Holding Trade Value Shares
Change 		Shares
Change %
FNBT
126
FineMark National Bank & Trust
Florida
$241K +$1.05K +126 +0.4%
CIC
127
Carnegie Investment Counsel
Ohio
$236K -$6.93K -834 -3%
ANTB
128
AMG National Trust Bank
Colorado
$236K +$236K +28,416 New
SEIA
129
Signature Estate & Investment Advisors
California
$233K +$233K +28,032 New
GG
130
Gofen & Glossberg
Illinois
$225K +$225K +27,108 New
WA
131
Wealth Architects
California
$223K +$223K +26,832 New
WPIC
132
White Pine Investment Company
Michigan
$218K +$218K +26,298 New
LAIC
133
Lederer & Associates Investment Counsel
California
$209K +$209K +25,164 New
SLA
134
Silver Lake Advisory
Utah
$193K +$193K +23,184 New
JWA
135
JFS Wealth Advisors
Pennsylvania
$180K +$4.58K +552 +3%
ST
136
Smithfield Trust
Pennsylvania
$179K +$102K +12,300 +134%
BWA
137
Burt Wealth Advisors
Maryland
$169K +$169K +20,340 New
SA
138
SRH Advisors
Kansas
$167K +$167K +20,154 New
MA
139
MCF Advisors
Kentucky
$155K +$59.8K +7,176 +63%
JFA
140
JNBA Financial Advisors
Minnesota
$154K – – –
PAI
141
Pittenger & Anderson Inc
Nebraska
$133K +$133K +15,990 New
TWA
142
TCI Wealth Advisors
Arizona
$125K +$347 +42 +0.3%
KT
143
Kanaly Trust
Texas
$110K – – –
ASN
144
Advisory Services Network
Georgia
$103K +$103K +12,672 New
BCM
145
Blume Capital Management
California
$100K -$25K -3,000 -20%
QCMNJ
146
Quantum Capital Management (New Jersey)
New Jersey
$91K +$51.9K +6,234 +133%
EWM
147
Edge Wealth Management
New York
$75K – – –
AWM
148
AllSquare Wealth Management
New York
$67K +$67K +8,010 New
PNC Financial Services Group
149
PNC Financial Services Group
Pennsylvania
$62K – – –
PIA
150
Peachtree Investment Advisors
Georgia
$59K +$8.43K +1,020 +17%
4 5
6
7 8