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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

182 hedge funds and large institutions have $1B invested in Schwab US Broad Market ETF in 2014 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 88 increasing their positions, 30 reducing their positions, and 19 closing their positions.

Holders
182
Holders Change
+26
Holders Change %
+16.67%
% of All Funds
4.86%
Holding in Top 10
26
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+30%
% of All Funds
0.69%
New
49
Increased
88
Reduced
30
Closed
19
Calls
$2.02M
Puts
$1.27M
Net Calls
+$753K
Net Calls Change
+$382K

Top Buyers

1
W
1
Wealthfront
California
$85M
2
Bessemer Group
2
Bessemer Group
New Jersey
$70.7M
3
AP
3
Agilis Partners
Massachusetts
$34.4M
4
FPCG
4
Fort Pitt Capital Group
Pennsylvania
$52.3M
5
EK
5
Evensky & Katz
Florida
$18.1M

Top Sellers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$48.7M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
UCFA
4
United Capital Financial Advisors
Texas
$64.5M
5
SSWM
5
Sheets Smith Wealth Management
North Carolina
$828K
Name Market Value Shares Shares
Change 		Shares
Change %
PA
1
Planning Alternatives
Michigan
$86.8M 1,742,741 -33,320 -2%
W
2
Wealthfront
California
$85M 1,706,951 +1,499,633 +723%
Bessemer Group
3
Bessemer Group
New Jersey
$70.7M 1,419,000 +1,419,000 New
DWM
4
Destination Wealth Management
California
$65M 1,304,408 +22,025 +2%
UCFA
5
United Capital Financial Advisors
Texas
$64.5M 1,294,544 -77,348 -6%
FPCG
6
Fort Pitt Capital Group
Pennsylvania
$52.3M 1,050,225 +521,726 +99%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$48.7M 977,934 -108,402 -10%
RPGK
8
Retirement Planning Group (Kansas)
Kansas
$46.8M 939,067 -1,382 -0.1%
HCM
9
Hengehold Capital Management
Ohio
$38.3M 768,781 +152,938 +25%
AP
10
Agilis Partners
Massachusetts
$34.4M 690,261 +690,261 New
HP
11
HT Partners
Connecticut
$27.9M 560,966 +23,849 +4%
FWP
12
FAS Wealth Partners
Kansas
$26.4M 529,480 +15,499 +3%
AA
13
Apriem Advisors
California
$23.3M 466,936 +102,466 +28%
EK
14
Evensky & Katz
Florida
$18.1M 363,334 +327,002 +900%
BL
15
BCWM LLC
Kansas
$17.8M 35,715 -391 -1%
SFSG
16
Stearns Financial Services Group
North Carolina
$16.3M 328,107 +81,058 +33%
FMP
17
Financial Management Professionals
Texas
$14.7M 294,291 +188,660 +179%
GA
18
Gateway Advisory
New Jersey
$14.5M 291,963 +12,672 +5%
KFA
19
Kays Financial Advisory
Georgia
$14.2M 284,289 +9,792 +4%
Betterment LLC
20
Betterment LLC
New York
$12.1M 241,916 +241,916 New
MIAN
21
Mariner Independent Advisor Network
Kansas
$12M 240,361 +20,336 +9%
HDIM
22
Hanson & Doremus Investment Management
Vermont
$10.9M 218,393 +56,906 +35%
SIA
23
Stancorp Investment Advisers
Oregon
$9.35M 187,758 +187,758 New
NSAM
24
North Star Asset Management
Wisconsin
$8.69M 174,321 +24,599 +16%
BBPWM
25
Blue Bell Private Wealth Management
Pennsylvania
$8.57M 172,006 +6,358 +4%
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