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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 %
CDIA
201
Capital Directions Investment Advisors
Georgia
$10K – – –
WT
202
Whittier Trust
California
$9K +$44 +6 +0.5%
CGH
203
Cleary Gull Holdings
Wisconsin
$9K +$8.96K +1,194 +19,900%
SIG
204
Stanford Investment Group
California
$8K +$44 +6 +0.5%
CCS
205
Crosspoint Capital Strategies
California
$7K – – –
MWP
206
MYCIO Wealth Partners
Pennsylvania
$7K +$46 +6 +0.7%
EMA
207
Efficient Market Advisors
California
$6K – – –
HR
208
Howe & Rusling
New York
$6K +$689 +84 +13%
ARMC
209
American Research & Management Company
Massachusetts
$5K – – –
SFPM
210
Sensible Financial Planning & Management
Massachusetts
$4K – – –
RIA
211
Regal Investment Advisors
Michigan
$2K – – –
LYV
212
Live Your Vision
Pennsylvania
$2K +$2K +258 New
NFG
213
Next Financial Group
Texas
$1K – – –
KCPG
214
Kavar Capital Partners Group
Kansas
$1K – – –
SSG
215
Summit Securities Group
New York
$1K +$1K +66 New
ASN
216
Advisory Services Network
Georgia
$1K +$1K +168 New
ACM
217
Avalon Capital Management
California
– -$2.14M -255,870 Closed
Susquehanna International Group
218
Susquehanna International Group
Pennsylvania
– -$1.52M -181,356 Closed
ECML
219
Eagle Capital Management (Louisiana)
Louisiana
– -$628K -75,036 Closed
BC
220
Barnett & Company
Tennessee
– -$437K -52,146 Closed
CA
221
Callahan Advisors
Texas
– -$428K -51,108 Closed
NIC
222
Northwest Investment Counselors
Oregon
– -$417K -49,758 Closed
AMIM
223
Aull & Monroe Investment Management
Alabama
– -$215K -25,182 Closed
RIM
224
Regent Investment Management
Kentucky
– -$211K -25,176 Closed
IC
225
InterOcean Capital
Illinois
– -$206K -24,630 Closed
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