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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

138 hedge funds and large institutions have $570M invested in Schwab US Broad Market ETF in 2014 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 63 increasing their positions, 30 reducing their positions, and 11 closing their positions.

Holders
138
Holders Change
+16
Holders Change %
+13.11%
% of All Funds
3.99%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.43%
New
27
Increased
63
Reduced
30
Closed
11
Calls
$951K
Puts
–
Net Calls
+$951K
Net Calls Change
+$919K

Top Buyers

1
HCM
1
Hengehold Capital Management
Ohio
$27.8M
2
TRCT
2
Tower Research Capital (TRC)
New York
$8.33M
3
FMP
3
Financial Management Professionals
Texas
$4.8M
4
Goldman Sachs
4
Goldman Sachs
New York
$5.89M
5
AA
5
Apriem Advisors
California
$12.9M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$790K
2
PA
2
Planning Alternatives
Michigan
$86.1M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$65K
4
UCFA
4
United Capital Financial Advisors
Texas
$87.2M
5
RPGK
5
Retirement Planning Group (Kansas)
Kansas
$43.3M
Name Market Value Shares Shares
Change 		Shares
Change %
BFG
26
Bouchey Financial Group
New York
$2.81M 61,489 +7,655 +14%
Citigroup
27
Citigroup
New York
$2.6M 56,876 +50,034 +731%
SA
28
Strategic Advisors
New York
$2.6M 56,763 +2,939 +5%
HB
29
Homrich & Berg
Georgia
$2.56M 55,953 +30,984 +124%
MPI
30
Mairs & Power Inc
Minnesota
$2.3M 50,230 -100 -0.2%
APCM
31
Alaska Permanent Capital Management
Alaska
$2.2M 48,178 -521 -1%
DG
32
Davidson & Garrard
Virginia
$2.13M 46,508 +8,788 +23%
ACM
33
Avalon Capital Management
California
$2.06M 45,130 -5,473 -11%
BL
34
BCWM LLC
Kansas
$1.93M 42,275 -1,505 -3%
FF
35
Friedenthal Financial
New Jersey
$1.91M 41,883 +6,913 +20%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$1.83M 39,962 +2,741 +7%
WA
37
WBH Advisory
Maryland
$1.7M 37,269 +5,822 +19%
BAS
38
Brown Advisory Securities
Maryland
$1.62M 35,530 +6,100 +21%
FA
39
Fagan Associates
New York
$1.59M 34,782 +34,782 New
VFS
40
VSR Financial Services
Kansas
$1.53M 33,405 +24,374 +270%
CFMC
41
Curbstone Financial Management Corp
New Hampshire
$1.42M 30,975 +30,975 New
Bank of America
42
Bank of America
North Carolina
$1.39M 30,463 -10,881 -26%
KIA
43
KCM Investment Advisors
California
$1.24M 27,165 +660 +2%
RH
44
Rayner & Haynor
California
$1.23M 26,950 – –
BIT
45
BlackRock Institutional Trust
California
$1.18M 25,700 +25,700 New
SC
46
Savant Capital
Illinois
$1.06M 23,276 +12,706 +120%
SGAM
47
Steinberg Global Asset Management
Florida
$1.06M 23,209 +480 +2%
HDIM
48
Hanson & Doremus Investment Management
Vermont
$1.04M 22,768 +22,377 +5,723%
CWM
49
Cabot Wealth Management
Massachusetts
$998K 21,839 +8,797 +67%
EVM
50
Eaton Vance Management
Massachusetts
$962K 21,050 +1,995 +10%
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