SCHB icon

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 Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
151
Creative Planning
Kansas
$5K 588 -1,974 -77%
ARMC
152
American Research & Management Company
Massachusetts
$5K 690 – –
EMA
153
Efficient Market Advisors
California
$5K 666 +186 +39%
HR
154
Howe & Rusling
New York
$4K 504 +144 +40%
NFG
155
Next Financial Group
Texas
$1K 180 +180 New
TRCT
156
Tower Research Capital (TRC)
New York
– – -286,590 Closed
BRWA
157
B. Riley Wealth Advisors
Florida
– – -112,068 Closed
RIM
158
Regent Investment Management
Kentucky
– – -43,428 Closed
BIT
159
BlackRock Institutional Trust
California
– – -37,800 Closed
CI
160
Chartist Inc
California
– – -37,428 Closed
ECM
161
Exchange Capital Management
Michigan
– – -1,020 Closed
PFG
162
Piershale Financial Group
Illinois
– – -348 Closed
CFA
163
Carroll Financial Associates
North Carolina
$0 36 – –
3 4 5 6
7