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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 %
PNC Financial Services Group
101
PNC Financial Services Group
Pennsylvania
$25K 547 +547 New
FPCG
102
Fort Pitt Capital Group
Pennsylvania
$25K 555 +356 +179%
CA
103
CapWealth Advisors
Tennessee
$20K 450 – –
TRCT
104
Tower Research Capital (TRC)
New York
$20K 446 +446 New
MCM
105
Manchester Capital Management
Vermont
$18K 400 – –
US Bancorp
106
US Bancorp
Minnesota
$18K 400 – –
HDIM
107
Hanson & Doremus Investment Management
Vermont
$18K 391 +271 +226%
PO
108
Private Ocean
California
$17K 377 +377 New
QCMC
109
Quantum Capital Management (California)
California
$11K 243 +243 New
CDIA
110
Capital Directions Investment Advisors
Georgia
$10K 225 – –
MA
111
MCF Advisors
Kentucky
$9K 192 +191 +19,100%
BAM
112
Barrett Asset Management
New York
$7K 165 – –
ARMC
113
American Research & Management Company
Massachusetts
$5K 115 – –
EMA
114
Efficient Market Advisors
California
$4K 81 +79 +3,950%
PFG
115
Piershale Financial Group
Illinois
$3K 61 +1 +2%
Creative Planning
116
Creative Planning
Kansas
$3K 77 +77 New
KCPG
117
Kavar Capital Partners Group
Kansas
$1K 25 +25 New
NDSI
118
Newman Dignan & Sheerar Inc
Rhode Island
$383 8,513 +171 +2%
VWM
119
Vector Wealth Management
Minnesota
– – -13,795 Closed
VKH
120
Virtu KCG Holdings
New York
– – -4,938 Closed
FM
121
Foster & Motley
Ohio
– – -4,930 Closed
AAC
122
Asset Advisors Corp
Georgia
– – -4,000 Closed
Ameriprise
123
Ameriprise
Minnesota
– – -27 Closed
CFA
124
Carroll Financial Associates
North Carolina
$0 6 – –
Bank of Montreal
125
Bank of Montreal
Ontario, Canada
$0 8 – –
2 3 4
5
6