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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

156 hedge funds and large institutions have $659M invested in Schwab US Broad Market ETF in 2014 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 77 increasing their positions, 38 reducing their positions, and 7 closing their positions.

Holders
156
Holders Change
+17
Holders Change %
+12.23%
% of All Funds
4.53%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.58%
New
24
Increased
77
Reduced
38
Closed
7
Calls
$1.67M
Puts
$1.3M
Net Calls
+$371K
Net Calls Change
+$352K

Top Buyers

1
DWM
1
Destination Wealth Management
California
$61M
2
FPCG
2
Fort Pitt Capital Group
Pennsylvania
$25.1M
3
KFA
3
Kays Financial Advisory
Georgia
$13.1M
4
W
4
Wealthfront
California
$9.86M
5
Jane Street
5
Jane Street
New York
$8.86M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$51.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$3.01M
3
UCFA
3
United Capital Financial Advisors
Texas
$65.2M
4
HP
4
HT Partners
Connecticut
$25.2M
5
Citigroup
5
Citigroup
New York
$331K
Name Market Value Shares Shares
Change 		Shares
Change %
CHJWM
26
Carlton Hofferkamp & Jenks Wealth Management
Texas
$4.81M 611,784 +49,722 +9%
MAS
27
Madden Advisory Services
Florida
$4.59M 579,720 +4,224 +0.7%
SSWM
28
Sheets Smith Wealth Management
North Carolina
$4.4M 555,402 +2,220 +0.4%
BCMO
29
Buckingham Capital Management (Ohio)
Ohio
$4.4M 555,342 -6,114 -1%
AI
30
Atria Investments
North Carolina
$4.39M 554,424 -17,892 -3%
LPL Financial
31
LPL Financial
California
$3.68M 470,520 +39,834 +9%
BFG
32
Bouchey Financial Group
New York
$3.38M 425,994 +36,780 +9%
SA
33
Strategic Advisors
New York
$3.18M 400,740 +38,214 +11%
CWM
34
Concert Wealth Management
California
$3.16M 398,232 +85,308 +27%
VCM
35
Vigilant Capital Management
Maine
$3.15M 397,248 -36,390 -8%
Morgan Stanley
36
Morgan Stanley
New York
$3.01M 379,866 -1,700,496 -82%
APCM
37
Alaska Permanent Capital Management
Alaska
$2.62M 330,096 +31,272 +10%
MPI
38
Mairs & Power Inc
Minnesota
$2.39M 301,380 – –
DG
39
Davidson & Garrard
Virginia
$2.36M 298,188 +20,232 +7%
FF
40
Friedenthal Financial
New Jersey
$2.23M 281,568 +16,812 +6%
BAS
41
Brown Advisory Securities
Maryland
$2.1M 264,780 +21,000 +9%
WA
42
WBH Advisory
Maryland
$2.06M 260,442 +15,606 +6%
SC
43
Savant Capital
Illinois
$2.06M 260,370 +62,766 +32%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$2.01M 254,190 +80,322 +46%
VFS
45
VSR Financial Services
Kansas
$1.82M 230,166 +3,768 +2%
EK
46
Evensky & Katz
Florida
$1.81M 217,992 +124,158 +132%
FA
47
Fagan Associates
New York
$1.77M 222,900 +4,524 +2%
Bank of America
48
Bank of America
North Carolina
$1.54M 193,980 -27,990 -13%
RP
49
Reinhart Partners
Wisconsin
$1.5M 188,790 +105,000 +125%
SG Americas Securities
50
SG Americas Securities
New York
$1.49M 188,520 +188,520 New
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