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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

203 hedge funds and large institutions have $1.08B invested in Schwab US Broad Market ETF in 2015 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 102 increasing their positions, 44 reducing their positions, and 14 closing their positions.

Holders
203
Holders Change
+5
Holders Change %
+2.53%
% of All Funds
5.47%
Holding in Top 10
31
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.71%
% of All Funds
0.84%
New
21
Increased
102
Reduced
44
Closed
14
Calls
$1.2M
Puts
$225K
Net Calls
+$972K
Net Calls Change
-$608K

Top Buyers

1
W
1
Wealthfront
California
$116M
2
Betterment LLC
2
Betterment LLC
New York
$27.3M
3
EK
3
Evensky & Katz
Florida
$33M
4
AI
4
Accredited Investors
Minnesota
$8.36M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$16.9M

Top Sellers

1
Bessemer Group
1
Bessemer Group
New Jersey
$0
2
DWM
2
Destination Wealth Management
California
$54.5M
3
SWM
3
SVA Wealth Management
Wisconsin
$0
4
FPCG
4
Fort Pitt Capital Group
Pennsylvania
$27.2M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$32.8M
Name Market Value Shares Shares
Change 		Shares
Change %
ST
176
Smithfield Trust
Pennsylvania
$42K 835 -1,100 -57%
MCM
177
MV Capital Management
Maryland
$40K 793 – –
EWM
178
Edge Wealth Management
New York
$37K 735 – –
CPIG
179
Chicago Partners Investment Group
Illinois
$27K 531 -4 -0.7%
VIA
180
Vantage Investment Advisors
Pennsylvania
$21K 420 -380 -48%
CA
181
CapWealth Advisors
Tennessee
$20K 400 – –
PO
182
Private Ocean
California
$19K 382 +18 +5%
TCM
183
Tradewinds Capital Management
Washington
$15K 308 +122 +66%
RFA
184
Reilly Financial Advisors
California
$13K 250 +250 New
CDIA
185
Capital Directions Investment Advisors
Georgia
$11K 225 – –
WT
186
Whittier Trust
California
$10K 203 +1 +0.5%
SIG
187
Stanford Investment Group
California
$9K 182 +1 +0.6%
MWP
188
MYCIO Wealth Partners
Pennsylvania
$8K 151 – –
GI
189
Gradient Investments
Minnesota
$8K 160 – –
CCS
190
Crosspoint Capital Strategies
California
$8K 150 – –
ARMC
191
American Research & Management Company
Massachusetts
$6K 115 – –
EMA
192
Efficient Market Advisors
California
$6K 126 – –
HR
193
Howe & Rusling
New York
$5K 108 +46 +74%
SFPM
194
Sensible Financial Planning & Management
Massachusetts
$5K 95 +95 New
Simplex Trading
195
Simplex Trading
Illinois
$5K 114 +114 New
RIA
196
Regal Investment Advisors
Michigan
$2K 55 – –
DADC
197
D.A. Davidson & Co
Montana
$2K 50 +50 New
NFG
198
Next Financial Group
Texas
$1K 30 – –
KCPG
199
Kavar Capital Partners Group
Kansas
$1K 25 +25 New
Bessemer Group
200
Bessemer Group
New Jersey
– – -1,119,000 Closed
5 6 7
8
9