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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

139 hedge funds and large institutions have $610M invested in Schwab US Broad Market ETF in 2014 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 68 increasing their positions, 36 reducing their positions, and 13 closing their positions.

Holders
139
Holders Change
+1
Holders Change %
+0.72%
% of All Funds
4%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.52%
New
15
Increased
68
Reduced
36
Closed
13
Calls
$1.13M
Puts
$1.11M
Net Calls
+$19K
Net Calls Change
-$932K

Top Buyers

1
FWP
1
FAS Wealth Partners
Kansas
$24.4M
2
HP
2
HT Partners
Connecticut
$30.4M
3
SWM
3
SVA Wealth Management
Wisconsin
$5.46M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$5.77M
5
HDIM
5
Hanson & Doremus Investment Management
Vermont
$3.62M

Top Sellers

1
UCFA
1
United Capital Financial Advisors
Texas
$77.1M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$65.5M
3
DWM
3
Destination Wealth Management
California
$34.8M
4
TRCT
4
Tower Research Capital (TRC)
New York
$2.28M
5
Goldman Sachs
5
Goldman Sachs
New York
$1.22M
Name Market Value Shares Shares
Change 		Shares
Change %
Chevy Chase Trust
76
Chevy Chase Trust
Maryland
$450K 56,580 +56,580 New
AF
77
Allworth Financial
California
$423K 53,244 +53,244 New
Commonwealth Equity Services
78
Commonwealth Equity Services
Massachusetts
$416K 52,350 -34,194 -40%
CA
79
Callahan Advisors
Texas
$365K 45,942 +3,024 +7%
CFA
80
Cahill Financial Advisors
Minnesota
$350K 43,896 +3,690 +9%
RIM
81
Regent Investment Management
Kentucky
$345K 43,428 -31,800 -42%
TH
82
Timber Hill
Connecticut
$341K 42,912 -126 -0.3%
IFS
83
Ifrah Financial Services
Arkansas
$333K 41,832 -3,570 -8%
AIG
84
American International Group
New York
$327K 41,088 +960 +2%
SIC
85
Sigma Investment Counselors
Michigan
$314K 39,480 +3,774 +11%
NCM
86
Novare Capital Management
North Carolina
$311K 39,054 +39,054 New
GAM
87
Gemmer Asset Management
California
$310K 38,994 +4,326 +12%
SSB
88
Sandy Spring Bank
Maryland
$306K 38,466 +38,466 New
BIT
89
BlackRock Institutional Trust
California
$301K 37,800 -116,400 -75%
BWP
90
BSW Wealth Partners
Colorado
$300K 37,710 +6,948 +23%
CI
91
Chartist Inc
California
$298K 37,428 +37,428 New
IAS
92
IMA Advisory Services
Colorado
$290K 36,516 -510 -1%
OCM
93
One Capital Management
California
$271K 34,110 +12 +0%
VCP
94
Vista Capital Partners
Oregon
$259K 32,604 +1,596 +5%
KFS
95
KMS Financial Services
Washington
$252K 31,668 +3,330 +12%
Wells Fargo
96
Wells Fargo
California
$251K 31,560 -54,492 -63%
FTUS
97
Flow Traders U.S.
New York
$250K 31,416 -28,134 -47%
SAM
98
Summit Asset Management
Tennessee
$249K 31,308 -1,428 -4%
WSTAM
99
Wilbanks Smith & Thomas Asset Management
Virginia
$247K 31,080 – –
CIC
100
Carnegie Investment Counsel
Ohio
$233K 29,238 – –
2 3
4
5 6