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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 Holding Trade Value Shares
Change 		Shares
Change %
JIC
101
Joel Isaacson & Co
New York
$193K +$913 +120 +0.5%
AIM
102
AMI Investment Management
Indiana
$156K -$23.9K -3,150 -13%
EWM
103
Edge Wealth Management
New York
$139K – – –
BCM
104
Blume Capital Management
California
$137K +$137K +18,000 New
TIM
105
Tortoise Investment Management
New York
$136K +$25.6K +3,360 +23%
TWA
106
TCI Wealth Advisors
Arizona
$119K +$30.1K +3,960 +34%
BJ
107
Brouwer & Janachowski
California
$117K +$117K +20,916 New
LTFS
108
Ladenburg Thalmann Financial Services
Florida
$108K +$3.12K +408 +3%
KT
109
Kanaly Trust
Texas
$101K -$79.8K -10,446 -44%
PI
110
Placemark Investments
Illinois
$88K +$1.27K +168 +1%
ST
111
Smithfield Trust
Pennsylvania
$70K – – –
CP
112
Corbenic Partners
Pennsylvania
$67K +$67K +8,760 New
Royal Bank of Canada
113
Royal Bank of Canada
Ontario, Canada
$65K -$3.72M -491,004 -98%
MA
114
MCF Advisors
Kentucky
$52K +$43.3K +5,712 +496%
LWM
115
LBA Wealth Management
Florida
$46K +$46K +6,030 New
WA
116
WFG Advisors
Texas
$29K – – –
WAM
117
Wallington Asset Management
Indiana
$27K +$27K +3,528 New
FPCG
118
Fort Pitt Capital Group
Pennsylvania
$25.2K -$183 -24 -0.7%
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
$25K – – –
CA
120
CapWealth Advisors
Tennessee
$21K – – –
W
121
Wealthfront
California
$19K +$19K +2,436 New
MCM
122
Manchester Capital Management
Vermont
$18K – – –
US Bancorp
123
US Bancorp
Minnesota
$18K – – –
PO
124
Private Ocean
California
$18K +$733 +96 +4%
PFA
125
Paradigm Financial Advisors
Missouri
$16K -$59K -7,494 -79%
2 3 4
5
6