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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 %
US Bancorp
151
US Bancorp
Minnesota
$53K -$24.1K -2,874 -31%
LWM
152
LBA Wealth Management
Florida
$51K +$200 +24 +0.4%
BAM
153
Barrett Asset Management
New York
$51K +$5.03K +600 +11%
RC
154
RegentAtlantic Capital
New Jersey
$50.2K +$50.2K +6,000 New
TIM
155
Tortoise Investment Management
New York
$48K -$41.3K -4,950 -46%
MCM
156
MV Capital Management
Maryland
$40K +$40K +4,758 New
WA
157
WFG Advisors
Texas
$32K – – –
MWP
158
MYCIO Wealth Partners
Pennsylvania
$32K +$14.8K +1,806 +86%
CPIG
159
Chicago Partners Investment Group
Illinois
$27K +$27K +3,288 New
CFA
160
Camarda Financial Advisors
Florida
$23K +$23K +2,730 New
MCM
161
Manchester Capital Management
Vermont
$20K – – –
VIA
162
Vantage Investment Advisors
Pennsylvania
$20K +$20K +2,400 New
WAM
163
Wallington Asset Management
Indiana
$16K – – –
PO
164
Private Ocean
California
$16K +$51 +6 +0.3%
GI
165
Gradient Investments
Minnesota
$13K -$2K -240 -13%
CDIA
166
Capital Directions Investment Advisors
Georgia
$11K – – –
NPC
167
National Planning Corporation
California
$10.8K +$10.8K +1,320 New
CCS
168
Crosspoint Capital Strategies
California
$10K +$50 +6 +0.5%
WT
169
Whittier Trust
California
$10K +$10K +1,206 New
TCM
170
Tradewinds Capital Management
Washington
$9K -$823 -102 -8%
FANJ
171
Financial Architects (New Jersey)
New Jersey
$9K – – –
SIG
172
Stanford Investment Group
California
$9K +$9K +1,080 New
SF
173
Synovus Financial
Georgia
$7K +$7K +900 New
ARMC
174
American Research & Management Company
Massachusetts
$6K – – –
EMA
175
Efficient Market Advisors
California
$6K +$450 +54 +8%
4 5 6
7
8