We are live on ! Find out more
SCHB icon

Schwab US Broad Market ETF

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.

New
Increased
Maintained
Reduced
Closed

560% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 5

241% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 17

36% more funds holding in top 10

Funds holding in top 10: 1115 (+4)

30% more capital invested

Capital invested by funds: $403M → $525M (+$122M)

30% more funds holding

Funds holding: 94122 (+28)

4.36% more ownership

Funds ownership: 105.35%109.71% (+4.4%)

10% more call options, than puts

Call options by funds: $356K | Put options by funds: $324K

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
Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
76
Brown Advisory
Maryland
$270K -$375K -52,200 -59%
SAM
77
Summit Asset Management
Tennessee
$265K
SIC
78
Sigma Investment Counselors
Michigan
$261K +$11.6K +1,608 +5%
CFA
79
Cahill Financial Advisors
Minnesota
$260K +$248K +34,530 New
IAS
80
IMA Advisory Services
Colorado
$256K +$245K +34,116 New
HIC
81
Hartline Investment Corp
Illinois
$243K +$233K +32,334 New
Wells Fargo
82
Wells Fargo
California
$235K -$23.9K -3,324 -10%
CIC
83
Carnegie Investment Counsel
Ohio
$219K -$79.5K -11,058 -27%
FNBT
84
FineMark National Bank & Trust
Florida
$214K -$275K -38,190 -57%
VCP
85
Vista Capital Partners
Oregon
$205K +$196K +27,282 New
BDF
86
Balasa Dinverno & Foltz
$204K +$196K +27,204 New
JIC
87
Joel Isaacson & Co
New York
$189K +$820 +114 +0.5%
KT
88
Kanaly Trust
Texas
$178K -$3.77M -524,550 -96%
AIM
89
AMI Investment Management
Indiana
$178K +$170K +23,700 New
SHWM
90
Smith & Howard Wealth Management
Georgia
$173K +$166K +23,028 New
ASN
91
Advisory Services Network
Georgia
$170K +$163K +22,602 New
EWM
92
Edge Wealth Management
New York
$137K +$31.5K +4,380 +32%
TIM
93
Tortoise Investment Management
New York
$109K +$7.33K +1,020 +8%
LTFS
94
Ladenburg Thalmann Financial Services
Florida
$103K -$385K -53,508 -80%
TWA
95
TCI Wealth Advisors
Arizona
$88K +$5.13K +714 +6%
PI
96
Placemark Investments
Illinois
$86K +$1.77K +246 +2%
PFA
97
Paradigm Financial Advisors
Missouri
$71K +$68.5K +9,528 New
ST
98
Smithfield Trust
Pennsylvania
$69K +$25.9K +3,600 +64%
Group One Trading
99
Group One Trading
Illinois
$63K +$47.5K +6,600 +367%
WA
100
WFG Advisors
Texas
$28K +$27.3K +3,798 New