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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 %
PAG
126
Private Advisor Group
New Jersey
$372K 7,404 -474 -6%
TFF
127
The Family Firm
Maryland
$352K 7,011 +982 +16%
JWA
128
JFS Wealth Advisors
Pennsylvania
$347K 6,911 +1,129 +20%
Citigroup
129
Citigroup
New York
$344K 6,850 +8 +0.1%
IFS
130
Ifrah Financial Services
Arkansas
$316K 6,297 -77 -1%
SSB
131
Sandy Spring Bank
Maryland
$294K 5,844 – –
APSP
132
Asset Planning Services (Pennsylvania)
Pennsylvania
$291K 5,788 +5,788 New
OCM
133
One Capital Management
California
$267K 5,310 -158 -3%
AC
134
Addison Capital
Pennsylvania
$265K 5,272 +725 +16%
MA
135
MCF Advisors
Kentucky
$263K 5,231 +1,748 +50%
RBC
136
Roble Belko & Company
Pennsylvania
$261K 5,197 +1,520 +41%
SA
137
SRH Advisors
Kansas
$260K 5,174 +1,790 +53%
QCMNJ
138
Quantum Capital Management (New Jersey)
New Jersey
$258K 5,136 +644 +14%
LFA
139
Landmark Financial Advisors
Kentucky
$257K 5,133 +5,133 New
VF
140
Virtu Financial
New York
$250K 4,971 +4,971 New
FNBT
141
FineMark National Bank & Trust
Florida
$246K 4,889 +26 +0.5%
JPMPWA
142
J.P. Morgan Private Wealth Advisors
California
$241K 4,790 – –
GWM
143
Gupta Wealth Management
California
$238K 4,748 +4,073 +603%
WSTAM
144
Wilbanks Smith & Thomas Asset Management
Virginia
$237K 4,720 -200 -4%
TCM
145
Twele Capital Management
Minnesota
$236K 4,692 +324 +7%
LAIC
146
Lederer & Associates Investment Counsel
California
$230K 4,580 +27 +0.6%
PNC Financial Services Group
147
PNC Financial Services Group
Pennsylvania
$228K 4,547 +1,072 +31%
SHWM
148
Smith & Howard Wealth Management
Georgia
$226K 4,501 +46 +1%
NPPM
149
North Point Portfolio Managers
Ohio
$226K 4,500 +4,500 New
GG
150
Gofen & Glossberg
Illinois
$223K 4,433 +65 +1%
4 5
6
7 8