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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 %
Fifth Third Bancorp
176
Fifth Third Bancorp
Ohio
$83K – – –
KT
177
Kanaly Trust
Texas
$79K – – –
IWM
178
Integrated Wealth Management
California
$72K +$233 +30 +0.3%
ACM
179
Argentus Capital Management
Texas
$69K +$69K +8,928 New
S
180
SignatureFD
Georgia
$65K -$27K -3,486 -29%
JIC
181
Joel Isaacson & Co
New York
$60K +$60K +7,698 New
AWM
182
AllSquare Wealth Management
New York
$55K – – –
BCM
183
Blume Capital Management
California
$48K -$45.3K -5,826 -49%
BAM
184
Barrett Asset Management
New York
$47K – – –
RFA
185
Reilly Financial Advisors
California
$46K +$34.5K +4,500 +300%
TIM
186
Tortoise Investment Management
New York
$44K – – –
SEI Investments
187
SEI Investments
Pennsylvania
$42K – – –
ST
188
Smithfield Trust
Pennsylvania
$39K – – –
JFA
189
JNBA Financial Advisors
Minnesota
$38K -$107K -13,716 -74%
SSB
190
Sandy Spring Bank
Maryland
$37K -$234K -30,276 -86%
SHJ
191
Sharkey, Howes & Javer
Colorado
$37K -$4.87K -618 -12%
MCM
192
MV Capital Management
Maryland
$37K – – –
Simplex Trading
193
Simplex Trading
Illinois
$36K +$30.8K +4,026 +589%
EWM
194
Edge Wealth Management
New York
$34K – – –
CPIG
195
Chicago Partners Investment Group
Illinois
$25K +$140 +18 +0.6%
US Bancorp
196
US Bancorp
Minnesota
$23K -$25.4K -3,312 -52%
PO
197
Private Ocean
California
$21K +$2.89K +366 +16%
CA
198
CapWealth Advisors
Tennessee
$19K – – –
VIA
199
Vantage Investment Advisors
Pennsylvania
$19K – – –
TCM
200
Tradewinds Capital Management
Washington
$18K +$4K +528 +29%
6 7
8
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