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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

139 hedge funds and large institutions have $610M invested in Schwab US Broad Market ETF in 2014 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 68 increasing their positions, 36 reducing their positions, and 13 closing their positions.

Holders
139
Holders Change
+1
Holders Change %
+0.72%
% of All Funds
4%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.52%
New
15
Increased
68
Reduced
36
Closed
13
Calls
$1.13M
Puts
$1.11M
Net Calls
+$19K
Net Calls Change
-$932K

Top Buyers

1
FWP
1
FAS Wealth Partners
Kansas
$24.4M
2
HP
2
HT Partners
Connecticut
$30.4M
3
MIAN
3
Mariner Independent Advisor Network
Kansas
$9.51M
4
SWM
4
SVA Wealth Management
Wisconsin
$5.46M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$5.77M

Top Sellers

1
UCFA
1
United Capital Financial Advisors
Texas
$77.1M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$65.5M
3
DWM
3
Destination Wealth Management
California
$34.8M
4
TRCT
4
Tower Research Capital (TRC)
New York
$2.28M
5
Goldman Sachs
5
Goldman Sachs
New York
$1.22M
Name Market Value Shares Shares
Change 		Shares
Change %
PA
1
Planning Alternatives
Michigan
$86.4M 1,811,103 -71,849 -4%
UCFA
2
United Capital Financial Advisors
Texas
$77.1M 1,615,322 -292,165 -15%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$65.5M 1,371,912 -291,587 -18%
RPGK
4
Retirement Planning Group (Kansas)
Kansas
$45.7M 958,545 +10,918 +1%
DWM
5
Destination Wealth Management
California
$34.8M 728,738 -235,103 -24%
HP
6
HT Partners
Connecticut
$30.4M 632,463 +247,981 +64%
HCM
7
Hengehold Capital Management
Ohio
$29.1M 610,026 +1,699 +0.3%
FWP
8
FAS Wealth Partners
Kansas
$24.4M 510,297 +510,297 New
Morgan Stanley
9
Morgan Stanley
New York
$16.5M 346,727 -4,098 -1%
AA
10
Apriem Advisors
California
$15.2M 318,070 +36,493 +13%
GA
11
Gateway Advisory
New Jersey
$13M 273,393 +9,430 +4%
SFSG
12
Stearns Financial Services Group
North Carolina
$11.3M 237,485 +11,949 +5%
MIAN
13
Mariner Independent Advisor Network
Kansas
$9.51M 199,198 +199,198 New
BBPWM
14
Blue Bell Private Wealth Management
Pennsylvania
$8.12M 170,131 +12,789 +8%
BC
15
Bartlett & Co
Ohio
$6.71M 140,684 +12,354 +10%
NSAM
16
North Star Asset Management
Wisconsin
$6.51M 136,378 +35,581 +35%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$5.77M 121,001 +103,731 +601%
SWM
18
SVA Wealth Management
Wisconsin
$5.46M 114,507 +114,507 New
FMP
19
Financial Management Professionals
Texas
$5.14M 107,627 +2,739 +3%
HB
20
Homrich & Berg
Georgia
$4.75M 99,563 +43,610 +78%
MAS
21
Madden Advisory Services
Florida
$4.58M 95,916 +2,620 +3%
AI
22
Atria Investments
North Carolina
$4.55M 95,386 -14,649 -13%
CHJWM
23
Carlton Hofferkamp & Jenks Wealth Management
Texas
$4.47M 93,677 -6,029 -6%
BCMO
24
Buckingham Capital Management (Ohio)
Ohio
$4.47M 93,576 +4,336 +5%
SSWM
25
Sheets Smith Wealth Management
North Carolina
$4.4M 92,197 -14,877 -14%
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