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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 Market Value Shares Shares
Change 		Shares
Change %
GI
126
Gradient Investments
Minnesota
$11K 1,500 +1,500 New
CDIA
127
Capital Directions Investment Advisors
Georgia
$10K 1,350 – –
Creative Planning
128
Creative Planning
Kansas
$9K 1,212 +750 +162%
PP
129
Palladium Partners
Virginia
$9K 1,200 +1,200 New
TCM
130
Tradewinds Capital Management
Washington
$9K 1,206 +1,206 New
BAM
131
Barrett Asset Management
New York
$8K 990 – –
ARMC
132
American Research & Management Company
Massachusetts
$5K 690 – –
EMA
133
Efficient Market Advisors
California
$4K 480 -6 -1%
PFG
134
Piershale Financial Group
Illinois
$3K 366 – –
HR
135
Howe & Rusling
New York
$3K 360 +360 New
KCPG
136
Kavar Capital Partners Group
Kansas
$1K 150 – –
QCMNJ
137
Quantum Capital Management (New Jersey)
New Jersey
$1K 78 +78 New
SG Americas Securities
138
SG Americas Securities
New York
– – -238,332 Closed
BC
139
Brinker Capital
Pennsylvania
– – -181,254 Closed
AWE
140
Avidian Wealth Enterprises
Texas
– – -50,424 Closed
CI
141
Chartist Inc
California
– – -37,788 Closed
HIC
142
Hartline Investment Corp
Illinois
– – -32,334 Closed
BDF
143
Balasa Dinverno & Foltz
– – -27,204 Closed
SHWM
144
Smith & Howard Wealth Management
Georgia
– – -23,028 Closed
ASN
145
Advisory Services Network
Georgia
– – -22,602 Closed
Group One Trading
146
Group One Trading
Illinois
– – -8,400 Closed
QCMC
147
Quantum Capital Management (California)
California
– – -1,458 Closed
IFWM
148
Institute for Wealth Management
Colorado
– – -6 Closed
CFA
149
Carroll Financial Associates
North Carolina
$0 36 – –
2 3 4 5
6