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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

87 hedge funds and large institutions have $314M invested in Schwab US Broad Market ETF in 2013 Q2 according to their latest regulatory filings, with 87 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
87
Holders Change
+87
Holders Change %
–
% of All Funds
2.84%
Holding in Top 10
12
Holding in Top 10 Change
+12
Holding in Top 10 Change %
%
% of All Funds
0.39%
New
87
Increased
–
Reduced
–
Closed
–
Calls
$12K
Puts
–
Net Calls
+$12K
Net Calls Change
+$12K

Top Buyers

1
PA
1
Planning Alternatives
Michigan
$57.5M
2
UCFA
2
United Capital Financial Advisors
Texas
$53.9M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$44.7M
4
RPGK
4
Retirement Planning Group (Kansas)
Kansas
$24.8M
5
DWM
5
Destination Wealth Management
California
$22.3M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
Nomura Holdings
51
Nomura Holdings
Japan
$311K 8,000 +8,000 New
CWM
52
Cabot Wealth Management
Massachusetts
$295K 7,585 +7,585 New
DG
53
Davidson & Garrard
Virginia
$269K 6,909 +6,909 New
Citigroup
54
Citigroup
New York
$266K 6,842 +6,842 New
DS
55
DRW Securities
Illinois
$264K 6,797 +6,797 New
CIC
56
Carnegie Investment Counsel
Ohio
$248K 6,373 +6,373 New
CI
57
Chartist Inc
California
$247K 6,298 +6,298 New
Jane Street
58
Jane Street
New York
$242K 6,207 +6,207 New
SAM
59
Summit Asset Management
Tennessee
$241K 6,186 +6,186 New
RC
60
Roundview Capital
New Jersey
$223K 5,723 +5,723 New
CCA
61
Cobblestone Capital Advisors
New York
$219K 5,625 +5,625 New
NCM
62
Novare Capital Management
North Carolina
$212K 5,459 +5,459 New
SS
63
SG Select
Florida
$211K 5,431 +5,431 New
VFS
64
VSR Financial Services
Kansas
$202K 5,179 +5,179 New
RIA
65
Regal Investment Advisors
Michigan
$182K 4,685 +4,685 New
JIC
66
Joel Isaacson & Co
New York
$162K 4,152 +4,152 New
AAC
67
Asset Advisors Corp
Georgia
$156K 4,000 +4,000 New
TIM
68
Tortoise Investment Management
New York
$90K 2,315 +2,315 New
AIG
69
American International Group
New York
$84K 2,159 +2,159 New
LTFS
70
Ladenburg Thalmann Financial Services
Florida
$59K 1,521 +1,521 New
TWA
71
TCI Wealth Advisors
Arizona
$40K 1,021 +1,021 New
ST
72
Smithfield Trust
Pennsylvania
$36K 935 +935 New
CA
73
CapWealth Advisors
Tennessee
$18K 450 +450 New
US Bancorp
74
US Bancorp
Minnesota
$16K 400 +400 New
MCM
75
Manchester Capital Management
Vermont
$16K 400 +400 New
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