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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

87 hedge funds and large institutions have $314M invested in Schwab US Broad Market ETF in 2013 Q2 according to their latest regulatory filings, with 87 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
87
Holders Change
+87
Holders Change %
–
% of All Funds
2.84%
Holding in Top 10
12
Holding in Top 10 Change
+12
Holding in Top 10 Change %
%
% of All Funds
0.39%
New
87
Increased
–
Reduced
–
Closed
–
Calls
$12K
Puts
–
Net Calls
+$12K
Net Calls Change
+$12K

Top Buyers

1
PA
1
Planning Alternatives
Michigan
$57.5M
2
UCFA
2
United Capital Financial Advisors
Texas
$53.9M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$44.7M
4
RPGK
4
Retirement Planning Group (Kansas)
Kansas
$24.8M
5
DWM
5
Destination Wealth Management
California
$22.3M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
PA
1
Planning Alternatives
Michigan
$57.5M 1,476,782 +1,476,782 New
UCFA
2
United Capital Financial Advisors
Texas
$53.9M 1,384,539 +1,384,539 New
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$44.7M 1,148,541 +1,148,541 New
RPGK
4
Retirement Planning Group (Kansas)
Kansas
$24.8M 637,318 +637,318 New
DWM
5
Destination Wealth Management
California
$22.3M 572,663 +572,663 New
Morgan Stanley
6
Morgan Stanley
New York
$12M 307,248 +307,248 New
HP
7
HT Partners
Connecticut
$9.92M 254,984 +254,984 New
GA
8
Gateway Advisory
New Jersey
$8.48M 217,885 +217,885 New
SFSG
9
Stearns Financial Services Group
North Carolina
$6.9M 177,397 +177,397 New
AI
10
Atria Investments
North Carolina
$6.2M 159,250 +159,250 New
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$4.33M 111,328 +111,328 New
AA
12
Apriem Advisors
California
$4.33M 111,228 +111,228 New
SSWM
13
Sheets Smith Wealth Management
North Carolina
$4.32M 110,954 +110,954 New
KT
14
Kanaly Trust
Texas
$3.58M 92,097 +92,097 New
VCM
15
Vigilant Capital Management
Maine
$3.44M 88,463 +88,463 New
BBPWM
16
Blue Bell Private Wealth Management
Pennsylvania
$3.28M 84,204 +84,204 New
BCMO
17
Buckingham Capital Management (Ohio)
Ohio
$3.16M 81,285 +81,285 New
MAS
18
Madden Advisory Services
Florida
$2.83M 72,782 +72,782 New
CHJWM
19
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.77M 71,169 +71,169 New
BC
20
Bartlett & Co
Ohio
$2.71M 69,729 +69,729 New
PMG
21
ProVise Management Group
Florida
$2.41M 61,946 +61,946 New
NSAM
22
North Star Asset Management
Wisconsin
$2.19M 56,168 +56,168 New
Bank of America
23
Bank of America
North Carolina
$2.02M 51,878 +51,878 New
MPI
24
Mairs & Power Inc
Minnesota
$1.96M 50,330 +50,330 New
APCM
25
Alaska Permanent Capital Management
Alaska
$1.94M 49,874 +49,874 New
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