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Schwab US Broad Market ETF
SCHB

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.

New
Increased
Maintained
Reduced
Closed

93.68% more ownership

Funds ownership: 0% → 93.68% (+94%)

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

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
1
Planning Alternatives
Michigan
$57.5M +$57.5M +8,860,692 New
UCFA
2
United Capital Financial Advisors
Texas
$53.9M +$53.9M +8,307,234 New
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$44.7M +$44.7M +6,891,246 New
RPGK
4
Retirement Planning Group (Kansas)
Kansas
$24.8M +$24.8M +3,823,908 New
DWM
5
Destination Wealth Management
California
$22.3M +$22.3M +3,435,978 New
Morgan Stanley
6
Morgan Stanley
New York
$12M +$12M +1,843,488 New
HP
7
HT Partners
Connecticut
$9.92M +$9.93M +1,529,904 New
GA
8
Gateway Advisory
New Jersey
$8.48M +$8.49M +1,307,310 New
SFSG
9
Stearns Financial Services Group
North Carolina
$6.9M +$6.91M +1,064,382 New
AI
10
Atria Investments
North Carolina
$6.2M +$6.2M +955,500 New
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$4.33M +$4.34M +667,968 New
AA
12
Apriem Advisors
California
$4.33M +$4.33M +667,368 New
SSWM
13
Sheets Smith Wealth Management
North Carolina
$4.32M +$4.32M +665,724 New
KT
14
Kanaly Trust
Texas
$3.58M +$3.59M +552,582 New
VCM
15
Vigilant Capital Management
Maine
$3.44M +$3.45M +530,778 New
BBPWM
16
Blue Bell Private Wealth Management
Pennsylvania
$3.28M +$3.28M +505,224 New
BCMO
17
Buckingham Capital Management (Ohio)
Ohio
$3.16M +$3.17M +487,710 New
MAS
18
Madden Advisory Services
Florida
$2.83M +$2.84M +436,692 New
CHJWM
19
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.77M +$2.77M +427,014 New
BC
20
Bartlett & Co
Ohio
$2.71M +$2.72M +418,374 New
PMG
21
ProVise Management Group
Florida
$2.41M +$2.41M +371,676 New
NSAM
22
North Star Asset Management
Wisconsin
$2.19M +$2.19M +337,008 New
Bank of America
23
Bank of America
North Carolina
$2.02M +$2.02M +311,268 New
MPI
24
Mairs & Power Inc
Minnesota
$1.96M +$1.96M +301,980 New
APCM
25
Alaska Permanent Capital Management
Alaska
$1.94M +$1.94M +299,244 New
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