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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

156 hedge funds and large institutions have $659M invested in Schwab US Broad Market ETF in 2014 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 77 increasing their positions, 38 reducing their positions, and 7 closing their positions.

Holders
156
Holders Change
+17
Holders Change %
+12.23%
% of All Funds
4.53%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.58%
New
24
Increased
77
Reduced
38
Closed
7
Calls
$1.67M
Puts
$1.3M
Net Calls
+$371K
Net Calls Change
+$352K

Top Buyers

1
DWM
1
Destination Wealth Management
California
$61M
2
FPCG
2
Fort Pitt Capital Group
Pennsylvania
$25.1M
3
KFA
3
Kays Financial Advisory
Georgia
$13.1M
4
W
4
Wealthfront
California
$9.86M
5
Jane Street
5
Jane Street
New York
$8.86M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$51.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$3.01M
3
UCFA
3
United Capital Financial Advisors
Texas
$65.2M
4
HP
4
HT Partners
Connecticut
$25.2M
5
Citigroup
5
Citigroup
New York
$331K
Name Holding Trade Value Shares
Change 		Shares
Change %
CFMC
51
Curbstone Financial Management Corp
New Hampshire
$1.48M – – –
SGAM
52
Steinberg Global Asset Management
Florida
$1.47M -$5.32K -672 -0.4%
KIA
53
KCM Investment Advisors
California
$1.37M – – –
RH
54
Rayner & Haynor
California
$1.36M +$57.1K +7,200 +4%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$1.35M +$379K +47,784 +39%
EVM
56
Eaton Vance Management
Massachusetts
$1.33M +$122K +15,336 +10%
CWM
57
Cabot Wealth Management
Massachusetts
$1.33M +$87.2K +11,010 +7%
Goldman Sachs
58
Goldman Sachs
New York
$1.27M +$56.9K +7,188 +5%
Brown Advisory
59
Brown Advisory
Maryland
$1.04M +$55.1K +6,960 +6%
BCI
60
Brinker Capital Investments
Pennsylvania
$1.04M -$64.6K -8,148 -6%
DSN
61
D. Scott Neal
Kentucky
$956K -$13.8K -1,746 -1%
HCMT
62
Highland Capital Management (Tennessee)
Tennessee
$949K -$7.37K -930 -0.8%
JFG
63
JMG Financial Group
Illinois
$912K +$54.6K +6,894 +6%
U
64
UBS
Switzerland
$839K -$53.8K -6,786 -6%
SIC
65
Salem Investment Counselors
North Carolina
$812K +$26.6K +3,354 +3%
AF
66
Allworth Financial
California
$767K +$347K +43,938 +83%
AAS
67
Annex Advisory Services
Wisconsin
$689K -$15.3K -1,926 -2%
NGA
68
Naples Global Advisors
Florida
$665K -$4.76K -600 -0.7%
RC
69
Roundview Capital
New Jersey
$613K +$49.2K +6,210 +9%
MFS
70
MSI Financial Services
Massachusetts
$608K +$48 +6 +0%
PMG
71
ProVise Management Group
Florida
$603K +$66.6K +8,394 +12%
CCA
72
Cobblestone Capital Advisors
New York
$595K +$22.8K +2,880 +4%
BPM
73
Bowling Portfolio Management
Ohio
$594K +$83.9K +10,590 +16%
BC
74
Brinker Capital
Pennsylvania
$553K +$553K +69,768 New
LRPA
75
L. Roy Papp & Associates
Arizona
$544K +$7.37K +930 +1%
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