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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

122 hedge funds and large institutions have $525M invested in Schwab US Broad Market ETF in 2013 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 58 increasing their positions, 17 reducing their positions, and 5 closing their positions.

Holders
122
Holders Change
+28
Holders Change %
+29.79%
% of All Funds
3.54%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.44%
New
33
Increased
58
Reduced
17
Closed
5
Calls
$356K
Puts
$324K
Net Calls
+$32K
Net Calls Change
-$399K

Top Buyers

1
UCFA
1
United Capital Financial Advisors
Texas
$89.3M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$76.4M
3
DWM
3
Destination Wealth Management
California
$41M
4
HCM
4
Hengehold Capital Management
Ohio
$11.6M
5
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$3.95M

Top Sellers

1
KT
1
Kanaly Trust
Texas
$178K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$6.97M
3
AI
3
Atria Investments
North Carolina
$5.55M
4
VWM
4
Vector Wealth Management
Minnesota
$0
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$103K
Name Market Value Shares Shares
Change 		Shares
Change %
AAS
51
Annex Advisory Services
Wisconsin
$625K 13,882 +46 +0.3%
MFS
52
MSI Financial Services
Massachusetts
$622K 13,820 -4,403 -24%
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$611K 13,569 +2,181 +19%
U
54
UBS
Switzerland
$607K 13,484 +1,632 +14%
CWM
55
Cabot Wealth Management
Massachusetts
$587K 13,042 +3,100 +31%
DSN
56
D. Scott Neal
Kentucky
$576K 12,809 +12,809 New
EK
57
Evensky & Katz
Florida
$575K 12,795 +677 +6%
TYCC
58
Texas Yale Capital Corp
Florida
$501K 11,139 – –
BRWA
59
B. Riley Wealth Advisors
Florida
$484K 10,749 -1,326 -11%
SC
60
Savant Capital
Illinois
$476K 10,570 +4,488 +74%
LRPA
61
L. Roy Papp & Associates
Arizona
$450K 9,995 -100 -1%
JFG
62
JMG Financial Group
Illinois
$418K 9,283 +2,842 +44%
VFS
63
VSR Financial Services
Kansas
$406K 9,031 +1,015 +13%
CCA
64
Cobblestone Capital Advisors
New York
$386K 8,566 +2,119 +33%
RP
65
Reinhart Partners
Wisconsin
$378K 8,400 +8,400 New
AWE
66
Avidian Wealth Enterprises
Texas
$360K 8,404 +8,404 New
IFS
67
Ifrah Financial Services
Arkansas
$349K 7,753 +7,753 New
RC
68
Roundview Capital
New Jersey
$336K 7,461 +490 +7%
TH
69
Timber Hill
Connecticut
$323K 7,173 -3,578 -33%
CA
70
Callahan Advisors
Texas
$314K 6,967 +6,967 New
Citigroup
71
Citigroup
New York
$308K 6,842 – –
SS
72
SG Select
Florida
$308K 6,839 +1,671 +32%
AIG
73
American International Group
New York
$301K 6,687 +4,068 +155%
CI
74
Chartist Inc
California
$282K 6,298 +6,298 New
DFIM
75
Detwiler Fenton Investment Management
Massachusetts
$276K 6,125 +6,125 New
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