SCHB icon

Schwab US Broad Market ETF
SCHB

Overview Fund Activity

94 hedge funds and large institutions have $403M invested in Schwab US Broad Market ETF in 2013 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 19 reducing their positions, and 9 closing their positions.

Holders
94
Holders Change
+7
Holders Change %
+8.05%
% of All Funds
3.05%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.36%
New
16
Increased
40
Reduced
19
Closed
9
Calls
$431K
Puts
–
Net Calls
+$431K
Net Calls Change
+$419K

Top Buyers

1
PA
1
Planning Alternatives
Michigan
$78.1M
2
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$39.2M
3
UCFA
3
United Capital Financial Advisors
Texas
$66.7M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$56M
5
HP
5
HT Partners
Connecticut
$17M

Top Sellers

1
PMG
1
ProVise Management Group
Florida
$0
2
TH
2
Timber Hill
Connecticut
$442K
3
Bank of America
3
Bank of America
North Carolina
$1.63M
4
Wells Fargo
4
Wells Fargo
California
$237K
5
Nomura Holdings
5
Nomura Holdings
Japan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PA
1
Planning Alternatives
Michigan
$78.1M 1,901,755 +424,973 +29%
UCFA
2
United Capital Financial Advisors
Texas
$66.7M 1,622,611 +238,072 +17%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$56M 1,363,348 +214,807 +19%
RPGK
4
Retirement Planning Group (Kansas)
Kansas
$39.2M 953,302 +315,984 +50%
DWM
5
Destination Wealth Management
California
$25.2M 612,903 +40,240 +7%
HP
6
HT Partners
Connecticut
$17M 413,322 +158,338 +62%
Morgan Stanley
7
Morgan Stanley
New York
$13.6M 331,400 +24,152 +8%
GA
8
Gateway Advisory
New Jersey
$8.94M 217,527 -358 -0.2%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$8.04M 195,769 +84,441 +76%
AA
10
Apriem Advisors
California
$7.66M 186,401 +75,173 +68%
SFSG
11
Stearns Financial Services Group
North Carolina
$7.62M 185,416 +8,019 +5%
AI
12
Atria Investments
North Carolina
$6.35M 154,554 -4,696 -3%
SSWM
13
Sheets Smith Wealth Management
North Carolina
$4.54M 110,411 -543 -0.5%
CHJWM
14
Carlton Hofferkamp & Jenks Wealth Management
Texas
$4.14M 100,669 +29,500 +41%
BBPWM
15
Blue Bell Private Wealth Management
Pennsylvania
$3.77M 91,665 +7,461 +9%
KT
16
Kanaly Trust
Texas
$3.75M 91,369 -728 -0.8%
BCMO
17
Buckingham Capital Management (Ohio)
Ohio
$3.65M 88,356 +7,071 +9%
VCM
18
Vigilant Capital Management
Maine
$3.57M 86,888 -1,575 -2%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$3.28M 79,901 +79,901 New
MAS
20
Madden Advisory Services
Florida
$3.14M 76,453 +3,671 +5%
NSAM
21
North Star Asset Management
Wisconsin
$2.94M 71,521 +15,353 +27%
BC
22
Bartlett & Co
Ohio
$2.8M 68,029 -1,700 -2%
APCM
23
Alaska Permanent Capital Management
Alaska
$2.08M 50,721 +847 +2%
MPI
24
Mairs & Power Inc
Minnesota
$2.07M 50,330 – –
LPL Financial
25
LPL Financial
California
$1.94M 46,468 +10,454 +29%
1
2 3 4 5