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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.

New
Increased
Maintained
Reduced
Closed
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 %
TCM
151
Twele Capital Management
Minnesota
$275K +$57.3K +7,416 +26%
SA
152
SRH Advisors
Kansas
$273K +$32.7K +4,230 +14%
APSP
153
Asset Planning Services (Pennsylvania)
Pennsylvania
$270K +$1.35K +174 +0.5%
CNFG
154
Creegan & Nassoura Financial Group
New Hampshire
$262K +$262K +33,900 New
QCMNJ
155
Quantum Capital Management (New Jersey)
New Jersey
$257K +$18.5K +2,388 +8%
AC
156
Addison Capital
Pennsylvania
$253K +$8.58K +1,110 +4%
PNC Financial Services Group
157
PNC Financial Services Group
Pennsylvania
$233K +$22.5K +2,916 +11%
ECM
158
Ensemble Capital Management
California
$227K +$227K +29,400 New
CIC
159
Carnegie Investment Counsel
Ohio
$219K – – –
WSTAM
160
Wilbanks Smith & Thomas Asset Management
Virginia
$219K – – –
LAIC
161
Lederer & Associates Investment Counsel
California
$213K +$371 +48 +0.2%
GG
162
Gofen & Glossberg
Illinois
$213K +$7.42K +960 +4%
AFWA
163
Ancora Family Wealth Advisors
Ohio
$213K +$213K +27,492 New
KFC
164
Klingenstein Fields & Co
New York
$213K +$213K +27,600 New
PIA
165
Peachtree Investment Advisors
Georgia
$211K +$137K +17,748 +185%
SHWM
166
Smith & Howard Wealth Management
Georgia
$210K +$1.62K +210 +0.8%
NPPM
167
North Point Portfolio Managers
Ohio
$209K – – –
BRWA
168
B. Riley Wealth Advisors
Florida
$208K +$208K +26,850 New
KAM
169
Keeley Asset Management
Illinois
$203K +$1.07K +138 +0.5%
WA
170
Wealth Architects
California
$201K +$5.05K +654 +3%
BWA
171
Burt Wealth Advisors
Maryland
$159K -$6.25K -810 -4%
SEIA
172
Signature Estate & Investment Advisors
California
$144K – – –
TWA
173
TCI Wealth Advisors
Arizona
$141K +$12.3K +1,584 +10%
PAI
174
Pittenger & Anderson Inc
Nebraska
$125K +$931 +120 +0.8%
Group One Trading
175
Group One Trading
Illinois
$100K +$100K +12,912 New
5 6
7
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