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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

94 hedge funds and large institutions have $403M invested in Schwab US Broad Market ETF in 2013 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 19 reducing their positions, and 9 closing their positions.

Holders
94
Holders Change
+7
Holders Change %
+8.05%
% of All Funds
3.05%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.36%
New
16
Increased
40
Reduced
19
Closed
9
Calls
$431K
Puts
–
Net Calls
+$431K
Net Calls Change
+$419K

Top Buyers

1
PA
1
Planning Alternatives
Michigan
$78.1M
2
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$39.2M
3
UCFA
3
United Capital Financial Advisors
Texas
$66.7M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$56M
5
HP
5
HT Partners
Connecticut
$17M

Top Sellers

1
PMG
1
ProVise Management Group
Florida
$0
2
TH
2
Timber Hill
Connecticut
$442K
3
Bank of America
3
Bank of America
North Carolina
$1.63M
4
Wells Fargo
4
Wells Fargo
California
$237K
5
Nomura Holdings
5
Nomura Holdings
Japan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TH
51
Timber Hill
Connecticut
$442K 10,751 -22,556 -68%
LRPA
52
L. Roy Papp & Associates
Arizona
$415K 10,095 +1,000 +11%
CWM
53
Cabot Wealth Management
Massachusetts
$409K 9,942 +2,357 +31%
DG
54
Davidson & Garrard
Virginia
$394K 9,587 +2,678 +39%
NDSI
55
Newman Dignan & Sheerar Inc
Rhode Island
$343K 8,342 -1,218 -13%
VFS
56
VSR Financial Services
Kansas
$329K 8,016 +2,837 +55%
BCI
57
Brinker Capital Investments
Pennsylvania
$315K 7,677 +7,677 New
RC
58
Roundview Capital
New Jersey
$286K 6,971 +1,248 +22%
Citigroup
59
Citigroup
New York
$281K 6,842 – –
CIC
60
Carnegie Investment Counsel
Ohio
$276K 6,716 +343 +5%
CCA
61
Cobblestone Capital Advisors
New York
$265K 6,447 +822 +15%
JFG
62
JMG Financial Group
Illinois
$265K 6,441 +6,441 New
SC
63
Savant Capital
Illinois
$250K 6,082 +6,082 New
SAM
64
Summit Asset Management
Tennessee
$242K 5,880 -306 -5%
Wells Fargo
65
Wells Fargo
California
$237K 5,770 -8,863 -61%
SIC
66
Sigma Investment Counselors
Michigan
$227K 5,526 +5,526 New
BC
67
Brinker Capital
Pennsylvania
$217K 5,304 +5,304 New
SS
68
SG Select
Florida
$212K 5,168 -263 -5%
FM
69
Foster & Motley
Ohio
$203K 4,930 +4,930 New
VKH
70
Virtu KCG Holdings
New York
$203K 4,938 +4,938 New
JIC
71
Joel Isaacson & Co
New York
$172K 4,190 +38 +0.9%
AAC
72
Asset Advisors Corp
Georgia
$164K 4,000 – –
AIG
73
American International Group
New York
$108K 2,619 +460 +21%
EWM
74
Edge Wealth Management
New York
$95K 2,315 +2,195 +1,829%
TIM
75
Tortoise Investment Management
New York
$92K 2,250 -65 -3%
1 2
3
4 5