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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.

New
Increased
Maintained
Reduced
Closed
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 %
US Bancorp
126
US Bancorp
Minnesota
$19K – – –
MCM
127
Manchester Capital Management
Vermont
$19K – – –
PO
128
Private Ocean
California
$16K -$2.6K -330 -14%
Northwestern Mutual Wealth Management
129
Northwestern Mutual Wealth Management
Wisconsin
$12K +$12K +1,494 New
CDIA
130
Capital Directions Investment Advisors
Georgia
$11K – – –
TCM
131
Tradewinds Capital Management
Washington
$10K +$50 +6 +0.5%
ECM
132
Exchange Capital Management
Michigan
$8K +$8K +1,020 New
MWP
133
MYCIO Wealth Partners
Pennsylvania
$7K +$7K +894 New
ARMC
134
American Research & Management Company
Massachusetts
$5K – – –
EMA
135
Efficient Market Advisors
California
$4K – – –
PFG
136
Piershale Financial Group
Illinois
$3K -$155 -18 -5%
HR
137
Howe & Rusling
New York
$3K – – –
NDSI
138
Newman Dignan & Sheerar Inc
Rhode Island
$409 -$2 -252 -0.5%
ACM
139
Avalon Capital Management
California
– -$2.06M -270,780 Closed
RJA
140
Raymond James & Associates
Florida
– -$777K -101,988 Closed
Jane Street
141
Jane Street
New York
– -$448K -58,848 Closed
Citadel Advisors
142
Citadel Advisors
Florida
– -$255K -33,486 Closed
DFIM
143
Detwiler Fenton Investment Management
Massachusetts
– -$223K -29,250 Closed
JIC
144
Joel Isaacson & Co
New York
– -$193K -25,374 Closed
BJ
145
Brouwer & Janachowski
California
– -$117K -20,916 Closed
AIM
146
AMI Investment Management
Indiana
– -$156K -20,550 Closed
Royal Bank of Canada
147
Royal Bank of Canada
Ontario, Canada
– -$65K -8,580 Closed
PFA
148
Paradigm Financial Advisors
Missouri
– -$16K -2,034 Closed
GI
149
Gradient Investments
Minnesota
– -$11K -1,500 Closed
PP
150
Palladium Partners
Virginia
– -$9K -1,200 Closed
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