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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

138 hedge funds and large institutions have $570M invested in Schwab US Broad Market ETF in 2014 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 63 increasing their positions, 30 reducing their positions, and 11 closing their positions.

Holders
138
Holders Change
+16
Holders Change %
+13.11%
% of All Funds
3.99%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.43%
New
27
Increased
63
Reduced
30
Closed
11
Calls
$951K
Puts
–
Net Calls
+$951K
Net Calls Change
+$919K

Top Buyers

1
HCM
1
Hengehold Capital Management
Ohio
$27.8M
2
TRCT
2
Tower Research Capital (TRC)
New York
$8.33M
3
FMP
3
Financial Management Professionals
Texas
$4.8M
4
Goldman Sachs
4
Goldman Sachs
New York
$5.89M
5
AA
5
Apriem Advisors
California
$12.9M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$790K
2
PA
2
Planning Alternatives
Michigan
$86.1M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$65K
4
UCFA
4
United Capital Financial Advisors
Texas
$87.2M
5
RPGK
5
Retirement Planning Group (Kansas)
Kansas
$43.3M
Name Market Value Shares Shares
Change 		Shares
Change %
NDSI
76
Newman Dignan & Sheerar Inc
Rhode Island
$394K 51,684 +606 +1%
IFS
77
Ifrah Financial Services
Arkansas
$346K 45,402 -1,116 -2%
TH
78
Timber Hill
Connecticut
$328K 43,038 – –
CA
79
Callahan Advisors
Texas
$327K 42,918 +1,116 +3%
SS
80
SG Select
Florida
$316K 41,508 +474 +1%
CFA
81
Cahill Financial Advisors
Minnesota
$307K 40,206 +5,676 +16%
AIG
82
American International Group
New York
$306K 40,128 +6 +0%
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$304K 40,062 +40,014 +83,363%
CFA
84
Capstone Financial Advisors
Illinois
$293K 38,400 +38,400 New
IAS
85
IMA Advisory Services
Colorado
$282K 37,026 +2,910 +9%
SIC
86
Sigma Investment Counselors
Michigan
$272K 35,706 +942 +3%
PMG
87
ProVise Management Group
Florida
$266K 34,884 +34,884 New
GAM
88
Gemmer Asset Management
California
$264K 34,668 +34,668 New
OCM
89
One Capital Management
California
$260K 34,098 +34,098 New
Citadel Advisors
90
Citadel Advisors
Florida
$255K 33,486 +33,486 New
SAM
91
Summit Asset Management
Tennessee
$249K 32,736 -2,544 -7%
WSTAM
92
Wilbanks Smith & Thomas Asset Management
Virginia
$237K 31,080 -92,550 -75%
VCP
93
Vista Capital Partners
Oregon
$236K 31,008 +3,726 +14%
BWP
94
BSW Wealth Partners
Colorado
$234K 30,762 +30,762 New
DFIM
95
Detwiler Fenton Investment Management
Massachusetts
$223K 29,250 -7,500 -20%
CIC
96
Carnegie Investment Counsel
Ohio
$223K 29,238 – –
FNBT
97
FineMark National Bank & Trust
Florida
$218K 28,668 +132 +0.5%
SFM
98
Signature Financial Management
Virginia
$218K 28,620 +28,620 New
KFS
99
KMS Financial Services
Washington
$216K 28,338 +28,338 New
PA
100
Pinnacle Associates
New York
$212K 27,858 +27,858 New
2 3
4
5 6