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Schwab US Broad Market ETF
SCHB

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.

New
Increased
Maintained
Reduced
Closed

93.68% more ownership

Funds ownership: 0% → 93.68% (+94%)

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

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
BL
26
BCWM LLC
Kansas
$1.88M +$1.88M +289,614 New
LPL Financial
27
LPL Financial
California
$1.4M +$1.4M +216,084 New
TH
28
Timber Hill
Connecticut
$1.3M +$1.3M +199,842 New
KIA
29
KCM Investment Advisors
California
$1.03M +$1.03M +159,030 New
BAS
30
Brown Advisory Securities
Maryland
$982K +$983K +151,380 New
SGAM
31
Steinberg Global Asset Management
Florida
$930K +$931K +143,346 New
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$925K +$926K +142,572 New
Goldman Sachs
33
Goldman Sachs
New York
$798K +$799K +123,126 New
WSTAM
34
Wilbanks Smith & Thomas Asset Management
Virginia
$786K +$787K +121,230 New
WA
35
WBH Advisory
Maryland
$753K +$754K +116,178 New
EVM
36
Eaton Vance Management
Massachusetts
$685K +$686K +105,600 New
MFS
37
MSI Financial Services
Massachusetts
$616K +$617K +95,058 New
SIC
38
Salem Investment Counselors
North Carolina
$606K +$606K +93,372 New
Wells Fargo
39
Wells Fargo
California
$570K +$570K +87,798 New
HCMT
40
Highland Capital Management (Tennessee)
Tennessee
$567K +$568K +87,510 New
AAS
41
Annex Advisory Services
Wisconsin
$540K +$540K +83,232 New
BRWA
42
B. Riley Wealth Advisors
Florida
$472K +$473K +72,810 New
Brown Advisory
43
Brown Advisory
Maryland
$464K +$464K +71,490 New
U
44
UBS
Switzerland
$461K +$462K +71,112 New
TYCC
45
Texas Yale Capital Corp
Florida
$433K +$434K +66,834 New
EK
46
Evensky & Katz
Florida
$431K +$432K +66,552 New
FNBT
47
FineMark National Bank & Trust
Florida
$401K +$401K +61,812 New
VWM
48
Vector Wealth Management
Minnesota
$393K +$394K +60,648 New
HB
49
Homrich & Berg
Georgia
$371K +$372K +57,270 New
LRPA
50
L. Roy Papp & Associates
Arizona
$354K +$354K +54,570 New
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