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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 %
BWA
151
Burt Wealth Advisors
Maryland
$172K +$707 +84 +0.4%
SA
152
SRH Advisors
Kansas
$171K +$1.26K +150 +0.7%
JFA
153
JNBA Financial Advisors
Minnesota
$156K – – –
TWA
154
TCI Wealth Advisors
Arizona
$139K +$12.3K +1,470 +10%
PAI
155
Pittenger & Anderson Inc
Nebraska
$135K – – –
AllianceBernstein
156
AllianceBernstein
Tennessee
$116K +$116K +13,782 New
ASN
157
Advisory Services Network
Georgia
$107K – – –
BCM
158
Blume Capital Management
California
$101K – – –
S
159
SignatureFD
Georgia
$99K +$96.8K +11,556 +4,377%
ST
160
Smithfield Trust
Pennsylvania
$98K -$83.6K -9,900 -46%
Fifth Third Bancorp
161
Fifth Third Bancorp
Ohio
$91K +$91K +10,800 New
KT
162
Kanaly Trust
Texas
$86K -$25.2K -2,994 -23%
SEI Investments
163
SEI Investments
Pennsylvania
$78K +$78K +9,312 New
IWM
164
Integrated Wealth Management
California
$77K +$77K +9,192 New
PIA
165
Peachtree Investment Advisors
Georgia
$73K +$13K +1,542 +22%
AWM
166
AllSquare Wealth Management
New York
$67K – – –
IC
167
Intersect Capital
California
$62K +$62K +7,368 New
US Bancorp
168
US Bancorp
Minnesota
$53K – – –
LWM
169
LBA Wealth Management
Florida
$52K +$254 +30 +0.5%
BAM
170
Barrett Asset Management
New York
$51K – – –
TIM
171
Tortoise Investment Management
New York
$48K -$151 -18 -0.3%
SHJ
172
Sharkey, Howes & Javer
Colorado
$45K +$45K +5,316 New
MCM
173
MV Capital Management
Maryland
$40K – – –
VIA
174
Vantage Investment Advisors
Pennsylvania
$40K +$20K +2,400 +100%
EWM
175
Edge Wealth Management
New York
$37K -$38.9K -4,632 -51%
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7
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