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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 %
WSTAM
101
Wilbanks Smith & Thomas Asset Management
Virginia
$266K +$19.5K +2,460 +8%
SSB
102
Sandy Spring Bank
Maryland
$259K -$45.9K -5,790 -15%
FFA
103
First Foundation Advisors
California
$259K +$259K +32,634 New
OCM
104
One Capital Management
California
$256K -$14.3K -1,800 -5%
Wells Fargo
105
Wells Fargo
California
$252K +$1.33K +168 +0.5%
SAM
106
Summit Asset Management
Tennessee
$248K – – –
SI
107
SII Investments
Wisconsin
$243K +$243K +358,602 New
CIC
108
Carnegie Investment Counsel
Ohio
$232K – – –
FNBT
109
FineMark National Bank & Trust
Florida
$229K +$998 +126 +0.4%
FMWA
110
Forvis Mazars Wealth Advisors
Missouri
$222K +$222K +28,020 New
AC
111
Addison Capital
Pennsylvania
$219K +$219K +27,660 New
BC
112
Barnett & Company
Tennessee
$217K +$217K +27,360 New
Ameriprise
113
Ameriprise
Minnesota
$216K -$3.04K -384 -1%
VCP
114
Vista Capital Partners
Oregon
$213K -$45.2K -5,712 -18%
BSW
115
Buckingham Strategic Wealth
Missouri
$210K +$210K +26,520 New
BJ
116
Brouwer & Janachowski
California
$203K +$203K +25,566 New
JWA
117
JFS Wealth Advisors
Pennsylvania
$168K +$31.9K +4,014 +23%
JFA
118
JNBA Financial Advisors
Minnesota
$147K +$147K +18,600 New
AIM
119
AMI Investment Management
Indiana
$145K +$145K +18,300 New
BCM
120
Blume Capital Management
California
$119K – – –
TWA
121
TCI Wealth Advisors
Arizona
$119K +$379 +48 +0.3%
LTFS
122
Ladenburg Thalmann Financial Services
Florida
$112K +$284 +36 +0.3%
KT
123
Kanaly Trust
Texas
$105K – – –
MA
124
MCF Advisors
Kentucky
$87K +$24.6K +3,228 +39%
TIM
125
Tortoise Investment Management
New York
$85K +$143 +18 +0.2%
3 4
5
6 7