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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.

New
Increased
Maintained
Reduced
Closed
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 %
PI
126
Placemark Investments
Illinois
$84K +$45.3K +5,688 +117%
ST
127
Smithfield Trust
Pennsylvania
$73K – – –
US Bancorp
128
US Bancorp
Minnesota
$73K +$53.9K +6,786 +283%
EWM
129
Edge Wealth Management
New York
$72K -$51.4K -6,450 -42%
PNC Financial Services Group
130
PNC Financial Services Group
Pennsylvania
$59K +$33.1K +4,200 +128%
PIA
131
Peachtree Investment Advisors
Georgia
$49K +$49K +6,120 New
LWM
132
LBA Wealth Management
Florida
$48K +$237 +30 +0.5%
BAM
133
Barrett Asset Management
New York
$44K +$3.61K +450 +9%
QCMNJ
134
Quantum Capital Management (New Jersey)
New Jersey
$37K +$9.55K +1,212 +35%
Group One Trading
135
Group One Trading
Illinois
$33K – – –
WA
136
WFG Advisors
Texas
$30K – – –
ST
137
Stifel Trust
Missouri
$20K +$20K +2,514 New
MCM
138
Manchester Capital Management
Vermont
$19K – – –
CA
139
CapWealth Advisors
Tennessee
$19K – – –
BL
140
BCWM LLC
Kansas
$17.2K -$1.41K -17,736 -8%
MWP
141
MYCIO Wealth Partners
Pennsylvania
$17K +$9.74K +1,200 +134%
WAM
142
Wallington Asset Management
Indiana
$15K -$13.3K -1,656 -47%
PO
143
Private Ocean
California
$15K -$1.15K -144 -7%
GI
144
Gradient Investments
Minnesota
$14K +$14K +1,800 New
CDIA
145
Capital Directions Investment Advisors
Georgia
$11K – – –
TCM
146
Tradewinds Capital Management
Washington
$10K +$49 +6 +0.5%
CCS
147
Crosspoint Capital Strategies
California
$10K +$10K +1,200 New
FANJ
148
Financial Architects (New Jersey)
New Jersey
$9K +$9K +1,104 New
Northwestern Mutual Wealth Management
149
Northwestern Mutual Wealth Management
Wisconsin
$8K -$4.61K -546 -37%
Royal Bank of Canada
150
Royal Bank of Canada
Ontario, Canada
$7K +$7K +846 New
3 4 5
6
7