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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

139 hedge funds and large institutions have $610M invested in Schwab US Broad Market ETF in 2014 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 68 increasing their positions, 36 reducing their positions, and 13 closing their positions.

Holders
139
Holders Change
+1
Holders Change %
+0.72%
% of All Funds
4%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.52%
New
15
Increased
68
Reduced
36
Closed
13
Calls
$1.13M
Puts
$1.11M
Net Calls
+$19K
Net Calls Change
-$932K

Top Buyers

1
FWP
1
FAS Wealth Partners
Kansas
$24.4M
2
HP
2
HT Partners
Connecticut
$30.4M
3
SWM
3
SVA Wealth Management
Wisconsin
$5.46M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$5.77M
5
HDIM
5
Hanson & Doremus Investment Management
Vermont
$3.62M

Top Sellers

1
UCFA
1
United Capital Financial Advisors
Texas
$77.1M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$65.5M
3
DWM
3
Destination Wealth Management
California
$34.8M
4
TRCT
4
Tower Research Capital (TRC)
New York
$2.28M
5
Goldman Sachs
5
Goldman Sachs
New York
$1.22M
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
51
Cabot Wealth Management
Massachusetts
$1.24M 156,198 +25,164 +19%
Goldman Sachs
52
Goldman Sachs
New York
$1.22M 152,994 -620,526 -80%
EVM
53
Eaton Vance Management
Massachusetts
$1.21M 152,400 +26,100 +21%
BCI
54
Brinker Capital Investments
Pennsylvania
$1.11M 139,452 +25,518 +22%
Brown Advisory
55
Brown Advisory
Maryland
$992K 124,710 +72,870 +141%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$977K 122,886 +82,824 +207%
DSN
57
D. Scott Neal
Kentucky
$973K 122,352 +26,982 +28%
HCMT
58
Highland Capital Management (Tennessee)
Tennessee
$960K 120,708 +9,018 +8%
U
59
UBS
Switzerland
$896K 112,686 +32,658 +41%
JFG
60
JMG Financial Group
Illinois
$861K 108,228 +30,312 +39%
SIC
61
Salem Investment Counselors
North Carolina
$788K 99,132 – –
EK
62
Evensky & Katz
Florida
$746K 93,834 +10,122 +12%
AAS
63
Annex Advisory Services
Wisconsin
$707K 88,914 +2,610 +3%
NGA
64
Naples Global Advisors
Florida
$672K 84,480 -300 -0.4%
RP
65
Reinhart Partners
Wisconsin
$666K 83,790 +5,790 +7%
MFS
66
MSI Financial Services
Massachusetts
$610K 76,668 -678 -0.9%
CCA
67
Cobblestone Capital Advisors
New York
$574K 72,228 +6,144 +9%
RC
68
Roundview Capital
New Jersey
$565K 71,094 +11,208 +19%
LRPA
69
L. Roy Papp & Associates
Arizona
$539K 67,740 +1,212 +2%
PMG
70
ProVise Management Group
Florida
$538K 67,662 +32,778 +94%
TYCC
71
Texas Yale Capital Corp
Florida
$532K 66,834 – –
CP
72
Corbenic Partners
Pennsylvania
$518K 65,172 +56,412 +644%
BPM
73
Bowling Portfolio Management
Ohio
$512K 64,404 +1,656 +3%
CFA
74
Capstone Financial Advisors
Illinois
$506K 63,624 +25,224 +66%
BRWA
75
B. Riley Wealth Advisors
Florida
$462K 112,068 +46,884 +72%
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