SCHB icon

Schwab US Broad Market ETF
SCHB

Overview Fund Activity

138 hedge funds and large institutions have $570M invested in Schwab US Broad Market ETF in 2014 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 63 increasing their positions, 30 reducing their positions, and 11 closing their positions.

Holders
138
Holders Change
+16
Holders Change %
+13.11%
% of All Funds
3.99%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.43%
New
27
Increased
63
Reduced
30
Closed
11
Calls
$951K
Puts
–
Net Calls
+$951K
Net Calls Change
+$919K

Top Buyers

1
HCM
1
Hengehold Capital Management
Ohio
$27.8M
2
TRCT
2
Tower Research Capital (TRC)
New York
$8.33M
3
FMP
3
Financial Management Professionals
Texas
$4.8M
4
Goldman Sachs
4
Goldman Sachs
New York
$5.89M
5
AA
5
Apriem Advisors
California
$12.9M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$790K
2
PA
2
Planning Alternatives
Michigan
$86.1M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$65K
4
UCFA
4
United Capital Financial Advisors
Texas
$87.2M
5
RPGK
5
Retirement Planning Group (Kansas)
Kansas
$43.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCI
51
Brinker Capital Investments
Pennsylvania
$868K +$212K +27,840 +32%
HCMT
52
Highland Capital Management (Tennessee)
Tennessee
$851K +$146K +19,110 +21%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$790K -$6.3M -825,684 -89%
RJA
54
Raymond James & Associates
Florida
$777K +$777K +101,988 New
SIC
55
Salem Investment Counselors
North Carolina
$755K +$2.74K +360 +0.4%
DSN
56
D. Scott Neal
Kentucky
$727K +$141K +18,516 +24%
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$659K +$39.1K +5,130 +6%
AAS
58
Annex Advisory Services
Wisconsin
$657K +$22.9K +3,012 +4%
Wells Fargo
59
Wells Fargo
California
$656K +$417K +54,756 +175%
NGA
60
Naples Global Advisors
Florida
$646K +$9.14K +1,200 +1%
EK
61
Evensky & Katz
Florida
$637K +$52.8K +6,942 +9%
U
62
UBS
Switzerland
$610K -$6.68K -876 -1%
JFG
63
JMG Financial Group
Illinois
$594K +$169K +22,218 +40%
RP
64
Reinhart Partners
Wisconsin
$594K +$210K +27,600 +55%
MFS
65
MSI Financial Services
Massachusetts
$589K -$42.4K -5,574 -7%
RIM
66
Regent Investment Management
Kentucky
$573K -$170K -22,272 -23%
TYCC
67
Texas Yale Capital Corp
Florida
$509K – – –
LRPA
68
L. Roy Papp & Associates
Arizona
$507K +$50K +6,558 +11%
CCA
69
Cobblestone Capital Advisors
New York
$503K +$112K +14,688 +29%
BRWA
70
B. Riley Wealth Advisors
Florida
$497K +$5.26K +690 +1%
BPM
71
Bowling Portfolio Management
Ohio
$478K +$478K +62,748 New
RC
72
Roundview Capital
New Jersey
$456K +$115K +15,120 +34%
FTUS
73
Flow Traders U.S.
New York
$454K +$454K +59,550 New
Jane Street
74
Jane Street
New York
$448K +$448K +58,848 New
Brown Advisory
75
Brown Advisory
Maryland
$395K +$121K +15,840 +44%
1 2
3
4 5