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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

94 hedge funds and large institutions have $403M invested in Schwab US Broad Market ETF in 2013 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 19 reducing their positions, and 9 closing their positions.

Holders
94
Holders Change
+7
Holders Change %
+8.05%
% of All Funds
3.05%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.36%
New
16
Increased
40
Reduced
19
Closed
9
Calls
$431K
Puts
–
Net Calls
+$431K
Net Calls Change
+$419K

Top Buyers

1
PA
1
Planning Alternatives
Michigan
$78.1M
2
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$39.2M
3
UCFA
3
United Capital Financial Advisors
Texas
$66.7M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$56M
5
HP
5
HT Partners
Connecticut
$17M

Top Sellers

1
PMG
1
ProVise Management Group
Florida
$0
2
TH
2
Timber Hill
Connecticut
$442K
3
Bank of America
3
Bank of America
North Carolina
$1.63M
4
Wells Fargo
4
Wells Fargo
California
$237K
5
Nomura Holdings
5
Nomura Holdings
Japan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BL
26
BCWM LLC
Kansas
$1.89M 45,916 -2,353 -5%
Bank of America
27
Bank of America
North Carolina
$1.63M 39,631 -12,247 -24%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$1.4M 34,012 +10,250 +43%
WA
29
WBH Advisory
Maryland
$1.28M 31,231 +11,868 +61%
KIA
30
KCM Investment Advisors
California
$1.09M 26,505 – –
BAS
31
Brown Advisory Securities
Maryland
$1.04M 25,230 – –
SA
32
Strategic Advisors
New York
$985K 23,965 +23,965 New
SGAM
33
Steinberg Global Asset Management
Florida
$928K 22,585 -1,306 -5%
WSTAM
34
Wilbanks Smith & Thomas Asset Management
Virginia
$830K 20,205 – –
EVM
35
Eaton Vance Management
Massachusetts
$783K 19,055 +1,455 +8%
MFS
36
MSI Financial Services
Massachusetts
$749K 18,223 +2,380 +15%
SIC
37
Salem Investment Counselors
North Carolina
$656K 15,962 +400 +3%
HB
38
Homrich & Berg
Georgia
$650K 15,814 +6,269 +66%
HCMT
39
Highland Capital Management (Tennessee)
Tennessee
$625K 15,215 +630 +4%
Brown Advisory
40
Brown Advisory
Maryland
$604K 14,700 +2,785 +23%
Goldman Sachs
41
Goldman Sachs
New York
$592K 14,416 -6,105 -30%
AAS
42
Annex Advisory Services
Wisconsin
$569K 13,836 -36 -0.3%
VWM
43
Vector Wealth Management
Minnesota
$567K 13,795 +3,687 +36%
EK
44
Evensky & Katz
Florida
$497K 12,118 +1,026 +9%
BRWA
45
B. Riley Wealth Advisors
Florida
$496K 12,075 -60 -0.5%
U
46
UBS
Switzerland
$487K 11,852 – –
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$468K 11,388 +11,388 New
LTFS
48
Ladenburg Thalmann Financial Services
Florida
$460K 11,202 +9,681 +636%
TYCC
49
Texas Yale Capital Corp
Florida
$458K 11,139 – –
FNBT
50
FineMark National Bank & Trust
Florida
$457K 11,121 +819 +8%
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