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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 %
IFWM
126
Institute for Wealth Management
Colorado
$0 1 +1 New
FMP
127
Financial Management Professionals
Texas
$0 11 +10 +1,000%
2 3 4 5
6