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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 Holding Trade Value Shares
Change 		Shares
Change %
FNBT
101
FineMark National Bank & Trust
Florida
$229K +$1.05K +132 +0.5%
SFM
102
Signature Financial Management
Virginia
$227K – – –
PA
103
Pinnacle Associates
New York
$227K +$5.25K +660 +2%
Ameriprise
104
Ameriprise
Minnesota
$220K +$220K +27,684 New
JWA
105
JFS Wealth Advisors
Pennsylvania
$136K +$136K +17,136 New
EWM
106
Edge Wealth Management
New York
$123K -$22.1K -2,778 -15%
BCM
107
Blume Capital Management
California
$119K -$23.8K -3,000 -17%
TWA
108
TCI Wealth Advisors
Arizona
$119K -$5.09K -642 -4%
LTFS
109
Ladenburg Thalmann Financial Services
Florida
$113K +$335 +42 +0.3%
KT
110
Kanaly Trust
Texas
$105K – – –
TIM
111
Tortoise Investment Management
New York
$85K -$57.3K -7,200 -40%
ST
112
Smithfield Trust
Pennsylvania
$73K – – –
MA
113
MCF Advisors
Kentucky
$63K +$10.3K +1,344 +20%
LWM
114
LBA Wealth Management
Florida
$48K +$190 +24 +0.4%
BAM
115
Barrett Asset Management
New York
$40K +$32.1K +4,050 +409%
PI
116
Placemark Investments
Illinois
$39K -$54.1K -6,744 -58%
Group One Trading
117
Group One Trading
Illinois
$33K +$33K +4,110 New
WA
118
WFG Advisors
Texas
$30K – – –
WAM
119
Wallington Asset Management
Indiana
$28K – – –
QCMNJ
120
Quantum Capital Management (New Jersey)
New Jersey
$28K +$27.4K +3,408 +4,369%
PNC Financial Services Group
121
PNC Financial Services Group
Pennsylvania
$26K – – –
FPCG
122
Fort Pitt Capital Group
Pennsylvania
$25.5K -$811 -102 -3%
W
123
Wealthfront
California
$20K – – –
Creative Planning
124
Creative Planning
Kansas
$20K +$10.5K +1,350 +111%
CA
125
CapWealth Advisors
Tennessee
$19K -$2.38K -300 -11%
3 4
5
6 7