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

Top Sellers

1
DWM
1
Destination Wealth Management
California
$35.8M
2
TRCT
2
Tower Research Capital (TRC)
New York
$0
3
UCFA
3
United Capital Financial Advisors
Texas
$41M
4
PA
4
Planning Alternatives
Michigan
$66M
5
YMRC
5
Yorktown Management & Research Company
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VCP
151
Vista Capital Partners
Oregon
$365K +$10.7K +1,308 +3%
MA
152
MCF Advisors
Kentucky
$363K -$10.9K -1,332 -3%
VF
153
Virtu Financial
New York
$351K -$313K -38,256 -47%
Citigroup
154
Citigroup
New York
$339K +$1.33K +162 +0.4%
SMC
155
Smith, Moore & Co
Missouri
$338K -$56.5K -6,918 -14%
PFM
156
Peak Financial Management
Massachusetts
$336K +$336K +41,070 New
OCM
157
One Capital Management
California
$324K +$14.8K +1,812 +5%
GWM
158
Gupta Wealth Management
California
$306K – – –
PAG
159
Private Advisor Group
New Jersey
$303K -$66.9K -8,172 -18%
CG
160
Colony Group
Massachusetts
$298K -$8.59K -1,050 -3%
TCM
161
Twele Capital Management
Minnesota
$294K +$3.33K +408 +1%
FNBT
162
FineMark National Bank & Trust
Florida
$279K -$70K -8,568 -20%
CNFG
163
Creegan & Nassoura Financial Group
New Hampshire
$277K – – –
AC
164
Addison Capital
Pennsylvania
$276K +$8.01K +978 +3%
PNC Financial Services Group
165
PNC Financial Services Group
Pennsylvania
$274K +$27.5K +3,366 +11%
PGFC
166
Peapack-Gladstone Financial Corp
New Jersey
$271K +$271K +33,126 New
SA
167
SRH Advisors
Kansas
$268K -$20.1K -2,460 -7%
FCIM
168
Fairview Capital Investment Management
California
$265K +$265K +32,400 New
QCMNJ
169
Quantum Capital Management (New Jersey)
New Jersey
$264K -$7.51K -918 -3%
CA
170
Callahan Advisors
Texas
$258K +$258K +31,512 New
PIA
171
Peachtree Investment Advisors
Georgia
$244K +$20.6K +2,520 +9%
BAM
172
Berkshire Asset Management
Pennsylvania
$234K +$234K +28,656 New
GG
173
Gofen & Glossberg
Illinois
$229K +$3.44K +420 +2%
WSTAM
174
Wilbanks Smith & Thomas Asset Management
Virginia
$226K -$5.9K -720 -3%
NPPM
175
North Point Portfolio Managers
Ohio
$221K – – –
5 6
7
8 9