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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

139 hedge funds and large institutions have $610M invested in Schwab US Broad Market ETF in 2014 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 68 increasing their positions, 36 reducing their positions, and 13 closing their positions.

Holders
139
Holders Change
+1
Holders Change %
+0.72%
% of All Funds
4%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.52%
New
15
Increased
68
Reduced
36
Closed
13
Calls
$1.13M
Puts
$1.11M
Net Calls
+$19K
Net Calls Change
-$932K

Top Buyers

1
FWP
1
FAS Wealth Partners
Kansas
$24.4M
2
HP
2
HT Partners
Connecticut
$30.4M
3
SWM
3
SVA Wealth Management
Wisconsin
$5.46M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$5.77M
5
HDIM
5
Hanson & Doremus Investment Management
Vermont
$3.62M

Top Sellers

1
UCFA
1
United Capital Financial Advisors
Texas
$77.1M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$65.5M
3
DWM
3
Destination Wealth Management
California
$34.8M
4
TRCT
4
Tower Research Capital (TRC)
New York
$2.28M
5
Goldman Sachs
5
Goldman Sachs
New York
$1.22M
Name Market Value Shares Shares
Change 		Shares
Change %
Mirae Asset Global Investments
26
Mirae Asset Global Investments
South Korea
$4.19M 526,824 – –
HDIM
27
Hanson & Doremus Investment Management
Vermont
$3.62M 454,884 +318,276 +233%
VCM
28
Vigilant Capital Management
Maine
$3.45M 433,638 -7,920 -2%
LPL Financial
29
LPL Financial
California
$3.43M 430,686 +16,746 +4%
BFG
30
Bouchey Financial Group
New York
$3.1M 389,214 +20,280 +5%
SA
31
Strategic Advisors
New York
$2.88M 362,526 +21,948 +6%
Citigroup
32
Citigroup
New York
$2.71M 341,052 -204 -0.1%
CWM
33
Concert Wealth Management
California
$2.46M 312,924 +312,924 New
MPI
34
Mairs & Power Inc
Minnesota
$2.4M 301,380 – –
APCM
35
Alaska Permanent Capital Management
Alaska
$2.38M 298,824 +9,756 +3%
TRCT
36
Tower Research Capital (TRC)
New York
$2.28M 286,590 -806,748 -74%
DG
37
Davidson & Garrard
Virginia
$2.21M 277,956 -1,092 -0.4%
FF
38
Friedenthal Financial
New Jersey
$2.11M 264,756 +13,458 +5%
WA
39
WBH Advisory
Maryland
$1.95M 244,836 +21,222 +9%
BAS
40
Brown Advisory Securities
Maryland
$1.94M 243,780 +30,600 +14%
BL
41
BCWM LLC
Kansas
$1.87M 234,372 -19,278 -8%
VFS
42
VSR Financial Services
Kansas
$1.8M 226,398 +25,968 +13%
Bank of America
43
Bank of America
North Carolina
$1.77M 221,970 +39,192 +21%
FA
44
Fagan Associates
New York
$1.74M 218,376 +9,684 +5%
SC
45
Savant Capital
Illinois
$1.57M 197,604 +57,948 +41%
CFMC
46
Curbstone Financial Management Corp
New Hampshire
$1.49M 186,900 +1,050 +0.6%
SGAM
47
Steinberg Global Asset Management
Florida
$1.48M 185,754 +46,500 +33%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$1.38M 173,868 -65,904 -27%
KIA
49
KCM Investment Advisors
California
$1.37M 172,374 +9,384 +6%
RH
50
Rayner & Haynor
California
$1.31M 164,220 +2,520 +2%
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