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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.

New
Increased
Maintained
Reduced
Closed
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 %
Wells Fargo
126
Wells Fargo
California
$334K +$50.7K +6,036 +18%
IFS
127
Ifrah Financial Services
Arkansas
$322K -$10.1K -1,200 -3%
TFF
128
The Family Firm
Maryland
$304K +$304K +36,174 New
SSB
129
Sandy Spring Bank
Maryland
$295K +$20.1K +2,388 +7%
JWA
130
JFS Wealth Advisors
Pennsylvania
$292K +$109K +12,990 +60%
ANTB
131
AMG National Trust Bank
Colorado
$282K +$43.2K +5,136 +18%
OCM
132
One Capital Management
California
$276K +$4.09K +486 +2%
BPM
133
Bowling Portfolio Management
Ohio
$276K +$276K +32,766 New
RFC
134
Regions Financial Corp
Alabama
$254K +$254K +30,150 New
WSTAM
135
Wilbanks Smith & Thomas Asset Management
Virginia
$248K – – –
FNBT
136
FineMark National Bank & Trust
Florida
$245K +$1.06K +126 +0.4%
JPMPWA
137
J.P. Morgan Private Wealth Advisors
California
$242K +$242K +28,740 New
AC
138
Addison Capital
Pennsylvania
$230K -$26.5K -3,138 -10%
LAIC
139
Lederer & Associates Investment Counsel
California
$230K +$18.1K +2,154 +9%
QCMNJ
140
Quantum Capital Management (New Jersey)
New Jersey
$227K +$135K +16,020 +147%
SHWM
141
Smith & Howard Wealth Management
Georgia
$225K -$184K -21,852 -45%
RIM
142
Regent Investment Management
Kentucky
$225K -$74.4K -8,850 -25%
CIC
143
Carnegie Investment Counsel
Ohio
$221K -$21.5K -2,520 -9%
GG
144
Gofen & Glossberg
Illinois
$220K -$7.56K -900 -3%
TCM
145
Twele Capital Management
Minnesota
$220K +$220K +26,208 New
KAM
146
Keeley Asset Management
Illinois
$218K +$218K +25,962 New
WA
147
Wealth Architects
California
$212K -$13.3K -1,584 -6%
RBC
148
Roble Belko & Company
Pennsylvania
$186K +$186K +22,062 New
MA
149
MCF Advisors
Kentucky
$176K +$19.3K +2,286 +12%
PNC Financial Services Group
150
PNC Financial Services Group
Pennsylvania
$175K +$112K +13,368 +179%
4 5
6
7 8