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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 %
PI
76
Placemark Investments
Illinois
$76K 1,865 +1,865 New
TWA
77
TCI Wealth Advisors
Arizona
$75K 1,831 +810 +79%
ST
78
Smithfield Trust
Pennsylvania
$38K 935 – –
CA
79
CapWealth Advisors
Tennessee
$18K 450 – –
MCM
80
Manchester Capital Management
Vermont
$16K 400 – –
US Bancorp
81
US Bancorp
Minnesota
$16K 400 – –
Group One Trading
82
Group One Trading
Illinois
$12K 300 +300 New
CDIA
83
Capital Directions Investment Advisors
Georgia
$9K 225 – –
FPCG
84
Fort Pitt Capital Group
Pennsylvania
$8.18K 199 -11 -5%
BAM
85
Barrett Asset Management
New York
$7K 165 – –
ARMC
86
American Research & Management Company
Massachusetts
$5K 115 – –
HDIM
87
Hanson & Doremus Investment Management
Vermont
$5K 120 – –
PFG
88
Piershale Financial Group
Illinois
$2K 60 – –
Ameriprise
89
Ameriprise
Minnesota
$1K 27 +27 New
PMG
90
ProVise Management Group
Florida
– – -61,946 Closed
Nomura Holdings
91
Nomura Holdings
Japan
– – -8,000 Closed
DS
92
DRW Securities
Illinois
– – -6,797 Closed
CI
93
Chartist Inc
California
– – -6,298 Closed
Jane Street
94
Jane Street
New York
– – -6,207 Closed
NCM
95
Novare Capital Management
North Carolina
– – -5,459 Closed
RIA
96
Regal Investment Advisors
Michigan
– – -4,685 Closed
PP
97
Palladium Partners
Virginia
– – -55 Closed
IFWM
98
Institute for Wealth Management
Colorado
– – -21 Closed
CFA
99
Carroll Financial Associates
North Carolina
$0 6 – –
Bank of Montreal
100
Bank of Montreal
Ontario, Canada
$0 8 – –
1 2 3
4
5