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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 %
SAMC
126
Spectrum Asset Management (California)
California
$455K -$3.71K -480 -0.8%
SIC
127
Sigma Investment Counselors
Michigan
$446K +$11.5K +1,488 +3%
GWM
128
Greenwich Wealth Management
Connecticut
$441K +$46.4K +6,000 +12%
Chevy Chase Trust
129
Chevy Chase Trust
Maryland
$428K +$38K +4,914 +10%
Mariner
130
Mariner
Kansas
$426K +$426K +55,098 New
DAM
131
Delta Asset Management
Tennessee
$414K +$2.09K +270 +0.5%
AIG
132
American International Group
New York
$394K -$15.1K -1,950 -4%
NDSI
133
Newman Dignan & Sheerar Inc
Rhode Island
$390K +$278 +36 +0.1%
NCM
134
Novare Capital Management
North Carolina
$382K +$21.1K +2,736 +6%
CFA
135
Cahill Financial Advisors
Minnesota
$381K +$3.07K +396 +0.8%
PA
136
Pinnacle Associates
New York
$378K -$19.7K -2,550 -5%
JWA
137
JFS Wealth Advisors
Pennsylvania
$376K +$55.6K +7,200 +17%
SMC
138
Smith, Moore & Co
Missouri
$374K +$374K +48,330 New
DW
139
Domani Wealth
Pennsylvania
$367K +$367K +47,418 New
MA
140
MCF Advisors
Kentucky
$354K +$111K +14,364 +46%
PAG
141
Private Advisor Group
New Jersey
$349K +$5.89K +762 +2%
VCP
142
Vista Capital Partners
Oregon
$335K -$163K -21,078 -33%
FNBT
143
FineMark National Bank & Trust
Florida
$330K +$103K +13,368 +46%
Citigroup
144
Citigroup
New York
$319K +$1.25K +162 +0.4%
Northwestern Mutual Wealth Management
145
Northwestern Mutual Wealth Management
Wisconsin
$303K +$303K +39,228 New
IFS
146
Ifrah Financial Services
Arkansas
$302K +$9.48K +1,224 +3%
LFA
147
Landmark Financial Advisors
Kentucky
$297K +$59.5K +7,716 +25%
OCM
148
One Capital Management
California
$293K +$46.5K +6,012 +19%
CG
149
Colony Group
Massachusetts
$290K +$290K +37,470 New
GWM
150
Gupta Wealth Management
California
$289K +$69.1K +8,946 +31%
4 5
6
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