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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

122 hedge funds and large institutions have $525M invested in Schwab US Broad Market ETF in 2013 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 58 increasing their positions, 17 reducing their positions, and 5 closing their positions.

Holders
122
Holders Change
+28
Holders Change %
+29.79%
% of All Funds
3.54%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.44%
New
33
Increased
58
Reduced
17
Closed
5
Calls
$356K
Puts
$324K
Net Calls
+$32K
Net Calls Change
-$399K

Top Buyers

1
UCFA
1
United Capital Financial Advisors
Texas
$89.3M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$76.4M
3
DWM
3
Destination Wealth Management
California
$41M
4
HCM
4
Hengehold Capital Management
Ohio
$11.6M
5
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$3.95M

Top Sellers

1
KT
1
Kanaly Trust
Texas
$178K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$6.97M
3
AI
3
Atria Investments
North Carolina
$5.55M
4
VWM
4
Vector Wealth Management
Minnesota
$0
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$103K
Name Market Value Shares Shares
Change 		Shares
Change %
UCFA
1
United Capital Financial Advisors
Texas
$89.3M 1,983,538 +360,927 +22%
PA
2
Planning Alternatives
Michigan
$88.7M 1,973,281 +71,526 +4%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$76.4M 1,696,955 +333,607 +24%
RPGK
4
Retirement Planning Group (Kansas)
Kansas
$45.6M 1,012,541 +59,239 +6%
DWM
5
Destination Wealth Management
California
$41M 910,038 +297,135 +48%
HP
6
HT Partners
Connecticut
$18.7M 415,610 +2,288 +0.6%
Morgan Stanley
7
Morgan Stanley
New York
$15.9M 353,504 +22,104 +7%
HCM
8
Hengehold Capital Management
Ohio
$11.6M 257,477 +257,477 New
GA
9
Gateway Advisory
New Jersey
$9.79M 217,498 -29 -0%
AA
10
Apriem Advisors
California
$9.68M 215,076 +28,675 +15%
SFSG
11
Stearns Financial Services Group
North Carolina
$9.46M 210,110 +24,694 +13%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$6.97M 154,884 -40,885 -21%
AI
13
Atria Investments
North Carolina
$5.55M 123,396 -31,158 -20%
BBPWM
14
Blue Bell Private Wealth Management
Pennsylvania
$5.18M 115,160 +23,495 +26%
SSWM
15
Sheets Smith Wealth Management
North Carolina
$4.86M 107,901 -2,510 -2%
CHJWM
16
Carlton Hofferkamp & Jenks Wealth Management
Texas
$4.73M 105,166 +4,497 +4%
BCMO
17
Buckingham Capital Management (Ohio)
Ohio
$4.08M 90,665 +2,309 +3%
Mirae Asset Global Investments
18
Mirae Asset Global Investments
South Korea
$3.95M 87,804 +87,804 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$3.75M 83,264 +3,363 +4%
VCM
20
Vigilant Capital Management
Maine
$3.74M 83,018 -3,870 -4%
MAS
21
Madden Advisory Services
Florida
$3.71M 82,490 +6,037 +8%
NSAM
22
North Star Asset Management
Wisconsin
$3.24M 72,036 +515 +0.7%
BC
23
Bartlett & Co
Ohio
$3.17M 70,475 +2,446 +4%
BFG
24
Bouchey Financial Group
New York
$2.43M 53,834 +53,834 New
SA
25
Strategic Advisors
New York
$2.42M 53,824 +29,859 +125%
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