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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

138 hedge funds and large institutions have $570M invested in Schwab US Broad Market ETF in 2014 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 63 increasing their positions, 30 reducing their positions, and 11 closing their positions.

Holders
138
Holders Change
+16
Holders Change %
+13.11%
% of All Funds
3.99%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.43%
New
27
Increased
63
Reduced
30
Closed
11
Calls
$951K
Puts
–
Net Calls
+$951K
Net Calls Change
+$919K

Top Buyers

1
HCM
1
Hengehold Capital Management
Ohio
$27.8M
2
TRCT
2
Tower Research Capital (TRC)
New York
$8.33M
3
FMP
3
Financial Management Professionals
Texas
$4.8M
4
Goldman Sachs
4
Goldman Sachs
New York
$5.89M
5
AA
5
Apriem Advisors
California
$12.9M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$790K
2
PA
2
Planning Alternatives
Michigan
$86.1M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$65K
4
UCFA
4
United Capital Financial Advisors
Texas
$87.2M
5
RPGK
5
Retirement Planning Group (Kansas)
Kansas
$43.3M
Name Market Value Shares Shares
Change 		Shares
Change %
UCFA
1
United Capital Financial Advisors
Texas
$87.2M 1,907,487 -76,051 -4%
PA
2
Planning Alternatives
Michigan
$86.1M 1,882,952 -90,329 -5%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$76M 1,663,499 -33,456 -2%
DWM
4
Destination Wealth Management
California
$44.1M 963,841 +53,803 +6%
RPGK
5
Retirement Planning Group (Kansas)
Kansas
$43.3M 947,627 -64,914 -6%
HCM
6
Hengehold Capital Management
Ohio
$27.8M 608,327 +350,850 +136%
HP
7
HT Partners
Connecticut
$17.6M 384,482 -31,128 -7%
Morgan Stanley
8
Morgan Stanley
New York
$16M 350,825 -2,679 -0.8%
AA
9
Apriem Advisors
California
$12.9M 281,577 +66,501 +31%
GA
10
Gateway Advisory
New Jersey
$12.1M 263,963 +46,465 +21%
SFSG
11
Stearns Financial Services Group
North Carolina
$10.3M 225,536 +15,426 +7%
TRCT
12
Tower Research Capital (TRC)
New York
$8.33M 182,223 +181,777 +40,757%
BBPWM
13
Blue Bell Private Wealth Management
Pennsylvania
$7.19M 157,342 +42,182 +37%
Goldman Sachs
14
Goldman Sachs
New York
$5.89M 128,920 +76,997 +148%
BC
15
Bartlett & Co
Ohio
$5.87M 128,330 +57,855 +82%
AI
16
Atria Investments
North Carolina
$5.03M 110,035 -13,361 -11%
SSWM
17
Sheets Smith Wealth Management
North Carolina
$4.89M 107,074 -827 -0.8%
FMP
18
Financial Management Professionals
Texas
$4.8M 104,888 +104,877 +953,427%
NSAM
19
North Star Asset Management
Wisconsin
$4.61M 100,797 +28,761 +40%
CHJWM
20
Carlton Hofferkamp & Jenks Wealth Management
Texas
$4.56M 99,706 -5,460 -5%
MAS
21
Madden Advisory Services
Florida
$4.27M 93,296 +10,806 +13%
BCMO
22
Buckingham Capital Management (Ohio)
Ohio
$4.08M 89,240 -1,425 -2%
Mirae Asset Global Investments
23
Mirae Asset Global Investments
South Korea
$4.01M 87,804 – –
VCM
24
Vigilant Capital Management
Maine
$3.36M 73,593 -9,425 -11%
LPL Financial
25
LPL Financial
California
$3.15M 68,990 +18,130 +36%
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