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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 %
GWM
176
Gupta Wealth Management
California
$34K +$34K +4,050 New
CPIG
177
Chicago Partners Investment Group
Illinois
$27K -$656 -78 -2%
CA
178
CapWealth Advisors
Tennessee
$20K +$20K +2,400 New
PO
179
Private Ocean
California
$18K +$2.42K +294 +16%
CDIA
180
Capital Directions Investment Advisors
Georgia
$12K – – –
WT
181
Whittier Trust
California
$10K +$50 +6 +0.5%
TCM
182
Tradewinds Capital Management
Washington
$9K – – –
SIG
183
Stanford Investment Group
California
$9K +$50 +6 +0.6%
MWP
184
MYCIO Wealth Partners
Pennsylvania
$8K -$26.4K -2,994 -77%
GI
185
Gradient Investments
Minnesota
$8K -$5K -600 -38%
CCS
186
Crosspoint Capital Strategies
California
$8K -$2.72K -306 -25%
SF
187
Synovus Financial
Georgia
$8K – – –
CAL
188
Capital Advisors Ltd
Ohio
$8K +$8K +954 New
ARMC
189
American Research & Management Company
Massachusetts
$6K – – –
EMA
190
Efficient Market Advisors
California
$6K +$286 +36 +5%
HR
191
Howe & Rusling
New York
$3K -$1.6K -198 -35%
RIA
192
Regal Investment Advisors
Michigan
$3K – – –
WA
193
WBH Advisory
Maryland
$2.65K +$235 +27,984 +10%
NFG
194
Next Financial Group
Texas
$1K – – –
BC
195
Brinker Capital
Pennsylvania
– -$1.31M -158,082 Closed
TH
196
Timber Hill
Connecticut
– -$331K -39,912 Closed
SFPM
197
Sensible Financial Planning & Management
Massachusetts
– -$321K -38,610 Closed
CI
198
Chartist Inc
California
– -$309K -37,188 Closed
Millennium Management
199
Millennium Management
New York
– -$298K -35,868 Closed
SEIA
200
Signature Estate & Investment Advisors
California
– -$233K -28,032 Closed
5 6 7
8
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