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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

238 hedge funds and large institutions have $1.48B invested in Schwab US Broad Market ETF in 2015 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 115 increasing their positions, 51 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
+19
Holders Change %
+8.68%
% of All Funds
6.25%
Holding in Top 10
31
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.71%
% of All Funds
0.81%
New
46
Increased
115
Reduced
51
Closed
24
Calls
$2.19M
Puts
$581K
Net Calls
+$1.6M
Net Calls Change
+$1.37M

Top Buyers

1
FPCG
Fort Pitt Capital Group
Pennsylvania
$53.6M
2
AA
Apriem Advisors
California
$28.4M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$40.3M
4
SHJ
Sharkey, Howes & Javer
Colorado
$23.4M
5
HighTower Advisors
HighTower Advisors
Illinois
$23.9M

Top Sellers

1
DWM
Destination Wealth Management
California
$35.8M
2
TRCT
Tower Research Capital (TRC)
New York
$0
3
UCFA
United Capital Financial Advisors
Texas
$41M
4
PA
Planning Alternatives
Michigan
$66M
5
YMRC
Yorktown Management & Research Company
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LYV
126
Live Your Vision
Pennsylvania
$580K +$578K +70,656 +27,386%
CA
127
Cambridge Advisors
Nebraska
$569K -$9.81K -1,200 -2%
Creative Planning
128
Creative Planning
Kansas
$568K +$25.6K +3,132 +5%
SAMC
129
Spectrum Asset Management (California)
California
$551K +$69.9K +8,550 +15%
TCT
130
TIAA CREF Trust
Missouri
$534K +$534K +65,382 New
WPIC
131
White Pine Investment Company
Michigan
$533K +$43.6K +5,340 +9%
GWM
132
Greenwich Wealth Management
Connecticut
$515K +$49K +6,000 +11%
AWMG
133
Alliance Wealth Management Group
New Jersey
$515K +$515K +63,042 New
CK
134
Carnick & Kubik
Colorado
$514K +$514K +62,838 New
RBC
135
Roble Belko & Company
Pennsylvania
$511K +$5.34K +654 +1%
VNA
136
Valley National Advisers
Pennsylvania
$497K +$10K +1,224 +2%
MWAC
137
Mariner Wealth Advisors (Cincinnati)
Ohio
$490K +$490K +59,946 New
MFS
138
MSI Financial Services
Massachusetts
$475K -$96.1K -11,748 -17%
Chevy Chase Trust
139
Chevy Chase Trust
Maryland
$452K -$589 -72 -0.1%
FF
140
Friedenthal Financial
New Jersey
$446K -$358K -43,818 -45%
DAM
141
Delta Asset Management
Tennessee
$440K +$2.21K +270 +0.5%
CFA
142
Cahill Financial Advisors
Minnesota
$437K +$34.9K +4,272 +9%
SWM
143
SVA Wealth Management
Wisconsin
$423K +$423K +51,792 New
HSA
144
HBK Sorce Advisory
Pennsylvania
$422K +$422K +51,660 New
NCM
145
Novare Capital Management
North Carolina
$415K +$10.4K +1,272 +3%
AIG
146
American International Group
New York
$406K -$11.1K -1,356 -3%
PA
147
Pinnacle Associates
New York
$406K +$6.13K +750 +2%
Goldman Sachs
148
Goldman Sachs
New York
$405K +$405K +49,536 New
NDSI
149
Newman Dignan & Sheerar Inc
Rhode Island
$402K -$10.5K -1,290 -3%
ACM
150
Armbruster Capital Management
New York
$392K +$392K +47,952 New
4 5
6
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