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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

87 hedge funds and large institutions have $314M invested in Schwab US Broad Market ETF in 2013 Q2 according to their latest regulatory filings, with 87 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
87
Holders Change
+87
Holders Change %
–
% of All Funds
2.84%
Holding in Top 10
12
Holding in Top 10 Change
+12
Holding in Top 10 Change %
%
% of All Funds
0.39%
New
87
Increased
–
Reduced
–
Closed
–
Calls
$12K
Puts
–
Net Calls
+$12K
Net Calls Change
+$12K

Top Buyers

1
PA
1
Planning Alternatives
Michigan
$57.5M
2
UCFA
2
United Capital Financial Advisors
Texas
$53.9M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$44.7M
4
RPGK
4
Retirement Planning Group (Kansas)
Kansas
$24.8M
5
DWM
5
Destination Wealth Management
California
$22.3M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
BL
26
BCWM LLC
Kansas
$1.88M 48,269 +48,269 New
LPL Financial
27
LPL Financial
California
$1.4M 36,014 +36,014 New
TH
28
Timber Hill
Connecticut
$1.3M 33,307 +33,307 New
KIA
29
KCM Investment Advisors
California
$1.03M 26,505 +26,505 New
BAS
30
Brown Advisory Securities
Maryland
$982K 25,230 +25,230 New
SGAM
31
Steinberg Global Asset Management
Florida
$930K 23,891 +23,891 New
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$925K 23,762 +23,762 New
Goldman Sachs
33
Goldman Sachs
New York
$798K 20,521 +20,521 New
WSTAM
34
Wilbanks Smith & Thomas Asset Management
Virginia
$786K 20,205 +20,205 New
WA
35
WBH Advisory
Maryland
$753K 19,363 +19,363 New
EVM
36
Eaton Vance Management
Massachusetts
$685K 17,600 +17,600 New
MFS
37
MSI Financial Services
Massachusetts
$616K 15,843 +15,843 New
SIC
38
Salem Investment Counselors
North Carolina
$606K 15,562 +15,562 New
Wells Fargo
39
Wells Fargo
California
$570K 14,633 +14,633 New
HCMT
40
Highland Capital Management (Tennessee)
Tennessee
$567K 14,585 +14,585 New
AAS
41
Annex Advisory Services
Wisconsin
$540K 13,872 +13,872 New
BRWA
42
B. Riley Wealth Advisors
Florida
$472K 12,135 +12,135 New
Brown Advisory
43
Brown Advisory
Maryland
$464K 11,915 +11,915 New
U
44
UBS
Switzerland
$461K 11,852 +11,852 New
TYCC
45
Texas Yale Capital Corp
Florida
$433K 11,139 +11,139 New
EK
46
Evensky & Katz
Florida
$431K 11,092 +11,092 New
FNBT
47
FineMark National Bank & Trust
Florida
$401K 10,302 +10,302 New
VWM
48
Vector Wealth Management
Minnesota
$393K 10,108 +10,108 New
HB
49
Homrich & Berg
Georgia
$371K 9,545 +9,545 New
LRPA
50
L. Roy Papp & Associates
Arizona
$354K 9,095 +9,095 New
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