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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 %
BRWA
176
B. Riley Wealth Advisors
Florida
$220K – – –
ACM
177
Argentus Capital Management
Texas
$216K +$143K +17,532 +196%
WA
178
Wealth Architects
California
$212K -$637 -78 -0.3%
AMIM
179
Aull & Monroe Investment Management
Alabama
$212K +$212K +25,902 New
DPI
180
Diversified Portfolios Inc
Michigan
$211K +$211K +25,830 New
SCM
181
SOL Capital Management
Maryland
$208K +$208K +25,476 New
SGAM
182
Steinberg Global Asset Management
Florida
$207K +$207K +25,332 New
IC
183
InterOcean Capital
Illinois
$201K +$201K +24,630 New
HF
184
Hoxton Financial
West Virginia
$194K +$194K +23,754 New
AIS
185
Accurate Investment Solutions
Pennsylvania
$183K +$183K +22,356 New
BWA
186
Burt Wealth Advisors
Maryland
$170K +$2.15K +264 +1%
WCM
187
Wealthcare Capital Management
Virginia
$156K +$156K +19,128 New
SEIA
188
Signature Estate & Investment Advisors
California
$152K – – –
TWA
189
TCI Wealth Advisors
Arizona
$150K +$737 +90 +0.5%
MFT
190
Moisand Fitzgerald Tamayo
Florida
$147K +$147K +17,970 New
Group One Trading
191
Group One Trading
Illinois
$106K – – –
ST
192
Smithfield Trust
Pennsylvania
$97K +$56.2K +6,900 +138%
Fifth Third Bancorp
193
Fifth Third Bancorp
Ohio
$88K – – –
KT
194
Kanaly Trust
Texas
$84K – – –
IWM
195
Integrated Wealth Management
California
$81K +$5.2K +636 +7%
FTUS
196
Flow Traders U.S.
New York
$72K -$2.09M -255,960 -97%
S
197
SignatureFD
Georgia
$69K +$344 +42 +0.5%
APSP
198
Asset Planning Services (Pennsylvania)
Pennsylvania
$63K -$221K -27,162 -78%
JIC
199
Joel Isaacson & Co
New York
$63K – – –
AWM
200
AllSquare Wealth Management
New York
$58K – – –
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8
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