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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

203 hedge funds and large institutions have $1.08B invested in Schwab US Broad Market ETF in 2015 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 102 increasing their positions, 44 reducing their positions, and 14 closing their positions.

Holders
203
Holders Change
+5
Holders Change %
+2.53%
% of All Funds
5.47%
Holding in Top 10
31
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.71%
% of All Funds
0.84%
New
21
Increased
102
Reduced
44
Closed
14
Calls
$1.2M
Puts
$225K
Net Calls
+$972K
Net Calls Change
-$608K

Top Buyers

1
W
1
Wealthfront
California
$116M
2
Betterment LLC
2
Betterment LLC
New York
$27.3M
3
EK
3
Evensky & Katz
Florida
$33M
4
AI
4
Accredited Investors
Minnesota
$8.36M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$16.9M

Top Sellers

1
Bessemer Group
1
Bessemer Group
New Jersey
$0
2
DWM
2
Destination Wealth Management
California
$54.5M
3
SWM
3
SVA Wealth Management
Wisconsin
$0
4
FPCG
4
Fort Pitt Capital Group
Pennsylvania
$27.2M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$32.8M
Name Market Value Shares Shares
Change 		Shares
Change %
W
1
Wealthfront
California
$116M 2,302,728 +271,367 +13%
PA
2
Planning Alternatives
Michigan
$81.6M 1,624,855 -65,798 -4%
DWM
3
Destination Wealth Management
California
$54.5M 1,084,981 -193,290 -15%
UCFA
4
United Capital Financial Advisors
Texas
$52.4M 1,042,680 -9,537 -0.9%
RPGK
5
Retirement Planning Group (Kansas)
Kansas
$46.7M 929,803 -8,860 -0.9%
AP
6
Agilis Partners
Massachusetts
$40.2M 800,917 +61,500 +8%
HCM
7
Hengehold Capital Management
Ohio
$39.1M 777,443 -7,040 -0.9%
EK
8
Evensky & Katz
Florida
$33M 657,833 +179,412 +38%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$32.8M 652,715 -74,455 -10%
OAJ
10
Ogorek Anthony Joseph
New York
$32M 637,276 -3,249 -0.5%
Bank of America
11
Bank of America
North Carolina
$31.9M 634,327 +50,079 +9%
HP
12
HT Partners
Connecticut
$30.7M 610,105 -52,660 -8%
Betterment LLC
13
Betterment LLC
New York
$27.3M 544,373 +192,652 +55%
FPCG
14
Fort Pitt Capital Group
Pennsylvania
$27.2M 540,511 -87,528 -14%
AA
15
Apriem Advisors
California
$27.1M 539,996 +20,421 +4%
FWP
16
FAS Wealth Partners
Kansas
$25.1M 499,046 -35,875 -7%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$16.9M 336,478 +166,094 +97%
SFSG
18
Stearns Financial Services Group
North Carolina
$16.8M 335,153 +14,795 +5%
GA
19
Gateway Advisory
New Jersey
$15.5M 308,987 +15,899 +5%
HDIM
20
Hanson & Doremus Investment Management
Vermont
$15.3M 305,306 +15,550 +5%
KFA
21
Kays Financial Advisory
Georgia
$14.6M 290,203 +7,105 +3%
NSAM
22
North Star Asset Management
Wisconsin
$12.7M 252,238 +20,572 +9%
HB
23
Homrich & Berg
Georgia
$12.4M 246,113 +103,989 +73%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$11.2M 223,868 +76,654 +52%
BJ
25
Brouwer & Janachowski
California
$10.5M 208,912 +55,887 +37%
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