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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

156 hedge funds and large institutions have $659M invested in Schwab US Broad Market ETF in 2014 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 77 increasing their positions, 38 reducing their positions, and 7 closing their positions.

Holders
156
Holders Change
+17
Holders Change %
+12.23%
% of All Funds
4.53%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.58%
New
24
Increased
77
Reduced
38
Closed
7
Calls
$1.67M
Puts
$1.3M
Net Calls
+$371K
Net Calls Change
+$352K

Top Buyers

1
DWM
1
Destination Wealth Management
California
$61M
2
FPCG
2
Fort Pitt Capital Group
Pennsylvania
$25.1M
3
KFA
3
Kays Financial Advisory
Georgia
$13.1M
4
W
4
Wealthfront
California
$9.86M
5
Jane Street
5
Jane Street
New York
$8.86M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$51.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$3.01M
3
UCFA
3
United Capital Financial Advisors
Texas
$65.2M
4
HP
4
HT Partners
Connecticut
$25.2M
5
Citigroup
5
Citigroup
New York
$331K
Name Holding Trade Value Shares
Change 		Shares
Change %
TYCC
76
Texas Yale Capital Corp
Florida
$530K – – –
CFA
77
Capstone Financial Advisors
Illinois
$504K +$143 +18 +0%
SFPM
78
Sensible Financial Planning & Management
Massachusetts
$454K +$454K +57,264 New
Chevy Chase Trust
79
Chevy Chase Trust
Maryland
$439K -$9.56K -1,206 -2%
CP
80
Corbenic Partners
Pennsylvania
$427K -$89.4K -11,280 -17%
DAM
81
Delta Asset Management
Tennessee
$417K +$417K +52,596 New
CA
82
Callahan Advisors
Texas
$396K +$31.7K +3,996 +9%
Commonwealth Equity Services
83
Commonwealth Equity Services
Massachusetts
$391K -$23.8K -3,006 -6%
GAM
84
Gemmer Asset Management
California
$369K +$59.8K +7,536 +19%
GC
85
Gibson Capital
Pennsylvania
$368K +$368K +46,548 New
NDSI
86
Newman Dignan & Sheerar Inc
Rhode Island
$367K -$40.6K -5,124 -10%
GWM
87
Greenwich Wealth Management
Connecticut
$357K +$357K +45,000 New
SIC
88
Sigma Investment Counselors
Michigan
$355K +$42K +5,298 +13%
CFA
89
Cahill Financial Advisors
Minnesota
$349K +$999 +126 +0.3%
PA
90
Pinnacle Associates
New York
$341K +$115K +14,520 +51%
TH
91
Timber Hill
Connecticut
$340K – – –
Citigroup
92
Citigroup
New York
$331K -$2.37M -299,256 -88%
AIG
93
American International Group
New York
$325K -$380 -48 -0.1%
SFM
94
Signature Financial Management
Virginia
$323K +$95.4K +12,000 +42%
FTUS
95
Flow Traders U.S.
New York
$321K +$71.9K +9,060 +29%
IFS
96
Ifrah Financial Services
Arkansas
$319K -$12.3K -1,548 -4%
BWP
97
BSW Wealth Partners
Colorado
$314K +$15.2K +1,920 +5%
NCM
98
Novare Capital Management
North Carolina
$311K +$1.62K +204 +0.5%
IAS
99
IMA Advisory Services
Colorado
$301K +$11.7K +1,482 +4%
KFS
100
KMS Financial Services
Washington
$269K +$18.2K +2,304 +7%
2 3
4
5 6