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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 %
AFP
201
Ausdal Financial Partners
Iowa
$55K +$55K +6,708 New
BAM
202
Barrett Asset Management
New York
$50K – – –
WAM
203
Wealthspire Advisors (Maryland)
Maryland
$50K +$50K +6,168 New
BCM
204
Blume Capital Management
California
$49K -$1.42K -174 -3%
TIM
205
Tortoise Investment Management
New York
$47K – – –
KKAMG
206
Kernodle & Katon Asset Management Group
Arkansas
$43K +$43K +5,214 New
JFA
207
JNBA Financial Advisors
Minnesota
$40K – – –
MCM
208
MV Capital Management
Maryland
$39K – – –
SSB
209
Sandy Spring Bank
Maryland
$39K – – –
EWM
210
Edge Wealth Management
New York
$36K – – –
WP
211
WealthPLAN Partners
Nebraska
$28.7K +$28.7K +10,530 New
CPIG
212
Chicago Partners Investment Group
Illinois
$28K +$1.81K +222 +7%
DOA
213
D'Orazio & Associates
Virginia
$28K +$28K +3,450 New
US Bancorp
214
US Bancorp
Minnesota
$25K – – –
PO
215
Private Ocean
California
$23K +$946 +114 +4%
VIA
216
Vantage Investment Advisors
Pennsylvania
$21K – – –
CA
217
CapWealth Advisors
Tennessee
$20K – – –
TCM
218
Tradewinds Capital Management
Washington
$20K +$101 +12 +0.5%
Northwestern Mutual Wealth Management
219
Northwestern Mutual Wealth Management
Wisconsin
$15K -$312K -37,428 -95%
GWS
220
Glassman Wealth Services
Virginia
$13K +$13K +1,608 New
CDIA
221
Capital Directions Investment Advisors
Georgia
$11K – – –
CGH
222
Cleary Gull Holdings
Wisconsin
$10K – – –
ASN
223
Advisory Services Network
Georgia
$10K +$8.65K +1,080 +643%
FIB
224
First Interstate Bank
Montana
$10K +$10K +1,200 New
SIG
225
Stanford Investment Group
California
$9K +$49 +6 +0.5%
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