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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.

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 Market Value Shares Shares
Change 		Shares
Change %
W
1
Wealthfront
California
$91.4M 1,970,056 -332,672 -14%
PA
2
Planning Alternatives
Michigan
$65.2M 1,406,680 -218,175 -13%
Betterment LLC
3
Betterment LLC
New York
$49.2M 1,060,440 +516,067 +95%
RPGK
4
Retirement Planning Group (Kansas)
Kansas
$44M 948,534 +18,731 +2%
DWM
5
Destination Wealth Management
California
$41.9M 903,577 -181,404 -17%
UCFA
6
United Capital Financial Advisors
Texas
$41.9M 903,037 -139,643 -13%
EK
7
Evensky & Katz
Florida
$39.4M 849,148 +191,315 +29%
AP
8
Agilis Partners
Massachusetts
$36.5M 786,841 -14,076 -2%
Bank of America
9
Bank of America
North Carolina
$32.9M 708,688 +74,361 +12%
OAJ
10
Ogorek Anthony Joseph
New York
$30M 647,624 +10,348 +2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$26.6M 574,079 -78,636 -12%
HP
12
HT Partners
Connecticut
$25.2M 545,236 -64,869 -11%
FPCG
13
Fort Pitt Capital Group
Pennsylvania
$24.8M 534,653 -5,858 -1%
BJ
14
Brouwer & Janachowski
California
$22.8M 491,072 +282,160 +135%
AI
15
Accredited Investors
Minnesota
$19.8M 427,597 +261,104 +157%
GA
16
Gateway Advisory
New Jersey
$16.2M 349,715 +40,728 +13%
SFSG
17
Stearns Financial Services Group
North Carolina
$16M 344,916 +9,763 +3%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$15.9M 343,184 +6,706 +2%
HB
19
Homrich & Berg
Georgia
$15.2M 326,780 +80,667 +33%
HDIM
20
Hanson & Doremus Investment Management
Vermont
$14.6M 314,812 +9,506 +3%
KFA
21
Kays Financial Advisory
Georgia
$13.9M 299,988 +9,785 +3%
NSAM
22
North Star Asset Management
Wisconsin
$12.2M 262,112 +9,874 +4%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$12M 259,538 +35,670 +16%
Brown Advisory
24
Brown Advisory
Maryland
$11.2M 241,698 +126,345 +110%
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$9.64M 207,796 +207,796 New
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