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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

198 hedge funds and large institutions have $1.1B invested in Schwab US Broad Market ETF in 2015 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 97 increasing their positions, 50 reducing their positions, and 13 closing their positions.

Holders
198
Holders Change
+16
Holders Change %
+8.79%
% of All Funds
5.28%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.75%
New
29
Increased
97
Reduced
50
Closed
13
Calls
$2.12M
Puts
$540K
Net Calls
+$1.58M
Net Calls Change
+$827K

Top Buyers

1
OAJ
1
Ogorek Anthony Joseph
New York
$32.3M
2
Bank of America
2
Bank of America
North Carolina
$29.5M
3
W
3
Wealthfront
California
$103M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$7.43M
5
BJ
5
Brouwer & Janachowski
California
$7.73M

Top Sellers

1
FPCG
1
Fort Pitt Capital Group
Pennsylvania
$31.7M
2
Bessemer Group
2
Bessemer Group
New Jersey
$56.5M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$36.7M
4
UCFA
4
United Capital Financial Advisors
Texas
$53.4M
5
Jane Street
5
Jane Street
New York
$1.41M
Name Market Value Shares Shares
Change 		Shares
Change %
W
1
Wealthfront
California
$103M 2,031,361 +324,410 +19%
PA
2
Planning Alternatives
Michigan
$85.3M 1,690,653 -52,088 -3%
DWM
3
Destination Wealth Management
California
$64.5M 1,278,271 -26,137 -2%
Bessemer Group
4
Bessemer Group
New Jersey
$56.5M 1,119,000 -300,000 -21%
UCFA
5
United Capital Financial Advisors
Texas
$53.4M 1,052,217 -242,327 -19%
RPGK
6
Retirement Planning Group (Kansas)
Kansas
$47.4M 938,663 -404 -0%
HCM
7
Hengehold Capital Management
Ohio
$39.6M 784,483 +15,702 +2%
AP
8
Agilis Partners
Massachusetts
$37.3M 739,417 +49,156 +7%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$36.7M 727,170 -250,764 -26%
HP
10
HT Partners
Connecticut
$33.3M 662,765 +101,799 +18%
OAJ
11
Ogorek Anthony Joseph
New York
$32.3M 640,525 +553,596 +637%
FPCG
12
Fort Pitt Capital Group
Pennsylvania
$31.7M 628,039 -422,186 -40%
Bank of America
13
Bank of America
North Carolina
$29.5M 584,248 +548,599 +1,539%
FWP
14
FAS Wealth Partners
Kansas
$27M 534,921 +5,441 +1%
AA
15
Apriem Advisors
California
$26.2M 519,575 +52,639 +11%
EK
16
Evensky & Katz
Florida
$24.2M 478,421 +115,087 +32%
Betterment LLC
17
Betterment LLC
New York
$17.8M 351,721 +109,805 +45%
BL
18
BCWM LLC
Kansas
$17.7M 35,098 -617 -2%
SFSG
19
Stearns Financial Services Group
North Carolina
$16.2M 320,358 -7,749 -2%
GA
20
Gateway Advisory
New Jersey
$14.8M 293,088 +1,125 +0.4%
HDIM
21
Hanson & Doremus Investment Management
Vermont
$14.6M 289,756 +71,363 +33%
KFA
22
Kays Financial Advisory
Georgia
$14.3M 283,098 -1,191 -0.4%
FMP
23
Financial Management Professionals
Texas
$12.3M 242,835 -51,456 -17%
NSAM
24
North Star Asset Management
Wisconsin
$11.7M 231,666 +57,345 +33%
MIAN
25
Mariner Independent Advisor Network
Kansas
$11.2M 221,095 -19,266 -8%
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