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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 %
HR
176
Howe & Rusling
New York
$5K +$579 +66 +13%
RIA
177
Regal Investment Advisors
Michigan
$3K +$3K +330 New
S
178
SignatureFD
Georgia
$2K +$2K +264 New
NFG
179
Next Financial Group
Texas
$1K – – –
NDSI
180
Newman Dignan & Sheerar Inc
Rhode Island
$418 +$33 +3,978 +9%
BRWA
181
B. Riley Wealth Advisors
Florida
$117 +$117 +14,136 New
Mirae Asset Global Investments
182
Mirae Asset Global Investments
South Korea
– -$5.57M -702,684 Closed
Susquehanna International Group
183
Susquehanna International Group
Pennsylvania
– -$4.86M -612,690 Closed
SI
184
SII Investments
Wisconsin
– -$243K -358,602 Closed
APCM
185
Alaska Permanent Capital Management
Alaska
– -$2.62M -330,096 Closed
SG Americas Securities
186
SG Americas Securities
New York
– -$1.49M -188,520 Closed
SGAM
187
Steinberg Global Asset Management
Florida
– -$1.47M -185,082 Closed
Goldman Sachs
188
Goldman Sachs
New York
– -$1.27M -160,182 Closed
BPM
189
Bowling Portfolio Management
Ohio
– -$594K -74,994 Closed
GC
190
Gibson Capital
Pennsylvania
– -$368K -46,548 Closed
GWM
191
Greenwich Wealth Management
Connecticut
– -$357K -45,000 Closed
FTUS
192
Flow Traders U.S.
New York
– -$321K -40,476 Closed
FFA
193
First Foundation Advisors
California
– -$259K -32,634 Closed
SAM
194
Summit Asset Management
Tennessee
– -$248K -31,308 Closed
AIM
195
AMI Investment Management
Indiana
– -$145K -18,300 Closed
PI
196
Placemark Investments
Illinois
– -$84K -10,548 Closed
Group One Trading
197
Group One Trading
Illinois
– -$33K -4,110 Closed
CA
198
CapWealth Advisors
Tennessee
– -$19K -2,400 Closed
Northwestern Mutual Wealth Management
199
Northwestern Mutual Wealth Management
Wisconsin
– -$8K -948 Closed
4 5 6 7
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