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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

122 hedge funds and large institutions have $525M invested in Schwab US Broad Market ETF in 2013 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 58 increasing their positions, 17 reducing their positions, and 5 closing their positions.

Holders
122
Holders Change
+28
Holders Change %
+29.79%
% of All Funds
3.54%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.44%
New
33
Increased
58
Reduced
17
Closed
5
Calls
$356K
Puts
$324K
Net Calls
+$32K
Net Calls Change
-$399K

Top Buyers

1
UCFA
1
United Capital Financial Advisors
Texas
$89.3M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$76.4M
3
DWM
3
Destination Wealth Management
California
$41M
4
HCM
4
Hengehold Capital Management
Ohio
$11.6M
5
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$3.95M

Top Sellers

1
KT
1
Kanaly Trust
Texas
$178K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$6.97M
3
AI
3
Atria Investments
North Carolina
$5.55M
4
VWM
4
Vector Wealth Management
Minnesota
$0
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$103K
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$2.34M 51,923 +37,507 +260%
LPL Financial
27
LPL Financial
California
$2.29M 50,860 +4,392 +9%
ACM
28
Avalon Capital Management
California
$2.28M 50,603 +50,603 New
MPI
29
Mairs & Power Inc
Minnesota
$2.27M 50,330 – –
APCM
30
Alaska Permanent Capital Management
Alaska
$2.19M 48,699 -2,022 -4%
BL
31
BCWM LLC
Kansas
$1.97M 43,780 -2,136 -5%
Bank of America
32
Bank of America
North Carolina
$1.86M 41,344 +1,713 +4%
SG Americas Securities
33
SG Americas Securities
New York
$1.79M 39,722 +39,722 New
DG
34
Davidson & Garrard
Virginia
$1.7M 37,720 +28,133 +293%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$1.68M 37,221 +3,209 +9%
FF
36
Friedenthal Financial
New Jersey
$1.57M 34,970 +34,970 New
WA
37
WBH Advisory
Maryland
$1.42M 31,447 +216 +0.7%
BC
38
Brinker Capital
Pennsylvania
$1.36M 30,209 +24,905 +470%
BAS
39
Brown Advisory Securities
Maryland
$1.33M 29,430 +4,200 +17%
RH
40
Rayner & Haynor
California
$1.21M 26,950 +26,950 New
KIA
41
KCM Investment Advisors
California
$1.19M 26,505 – –
HB
42
Homrich & Berg
Georgia
$1.12M 24,969 +9,155 +58%
SGAM
43
Steinberg Global Asset Management
Florida
$1.02M 22,729 +144 +0.6%
WSTAM
44
Wilbanks Smith & Thomas Asset Management
Virginia
$927K 20,605 +400 +2%
EVM
45
Eaton Vance Management
Massachusetts
$858K 19,055 – –
SIC
46
Salem Investment Counselors
North Carolina
$741K 16,462 +500 +3%
RIM
47
Regent Investment Management
Kentucky
$731K 16,250 +16,250 New
HCMT
48
Highland Capital Management (Tennessee)
Tennessee
$695K 15,430 +215 +1%
BCI
49
Brinker Capital Investments
Pennsylvania
$646K 14,349 +6,672 +87%
NGA
50
Naples Global Advisors
Florida
$627K 13,930 +13,930 New
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