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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

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.

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

Top Buyers

1
UCFA
1
United Capital Financial Advisors
Texas
$89.3M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$76.4M
3
DWM
3
Destination Wealth Management
California
$41M
4
HCM
4
Hengehold Capital Management
Ohio
$11.6M
5
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$3.95M

Top Sellers

1
KT
1
Kanaly Trust
Texas
$178K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$6.97M
3
AI
3
Atria Investments
North Carolina
$5.55M
4
VWM
4
Vector Wealth Management
Minnesota
$0
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$103K
Name Market Value Shares Shares
Change 		Shares
Change %
Brown Advisory
76
Brown Advisory
Maryland
$270K 6,000 -8,700 -59%
SAM
77
Summit Asset Management
Tennessee
$265K 5,880 – –
SIC
78
Sigma Investment Counselors
Michigan
$261K 5,794 +268 +5%
CFA
79
Cahill Financial Advisors
Minnesota
$260K 5,755 +5,755 New
IAS
80
IMA Advisory Services
Colorado
$256K 5,686 +5,686 New
HIC
81
Hartline Investment Corp
Illinois
$243K 5,389 +5,389 New
Wells Fargo
82
Wells Fargo
California
$235K 5,216 -554 -10%
CIC
83
Carnegie Investment Counsel
Ohio
$219K 4,873 -1,843 -27%
FNBT
84
FineMark National Bank & Trust
Florida
$214K 4,756 -6,365 -57%
VCP
85
Vista Capital Partners
Oregon
$205K 4,547 +4,547 New
BDF
86
Balasa Dinverno & Foltz
$204K 4,534 +4,534 New
JIC
87
Joel Isaacson & Co
New York
$189K 4,209 +19 +0.5%
KT
88
Kanaly Trust
Texas
$178K 3,944 -87,425 -96%
AIM
89
AMI Investment Management
Indiana
$178K 3,950 +3,950 New
SHWM
90
Smith & Howard Wealth Management
Georgia
$173K 3,838 +3,838 New
ASN
91
Advisory Services Network
Georgia
$170K 3,767 +3,767 New
EWM
92
Edge Wealth Management
New York
$137K 3,045 +730 +32%
TIM
93
Tortoise Investment Management
New York
$109K 2,420 +170 +8%
LTFS
94
Ladenburg Thalmann Financial Services
Florida
$103K 2,284 -8,918 -80%
TWA
95
TCI Wealth Advisors
Arizona
$88K 1,950 +119 +6%
PI
96
Placemark Investments
Illinois
$86K 1,906 +41 +2%
PFA
97
Paradigm Financial Advisors
Missouri
$71K 1,588 +1,588 New
ST
98
Smithfield Trust
Pennsylvania
$69K 1,535 +600 +64%
Group One Trading
99
Group One Trading
Illinois
$63K 1,400 +1,100 +367%
WA
100
WFG Advisors
Texas
$28K 633 +633 New
2 3
4
5 6