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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

156 hedge funds and large institutions have $659M invested in Schwab US Broad Market ETF in 2014 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 77 increasing their positions, 38 reducing their positions, and 7 closing their positions.

Holders
156
Holders Change
+17
Holders Change %
+12.23%
% of All Funds
4.53%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.58%
New
24
Increased
77
Reduced
38
Closed
7
Calls
$1.67M
Puts
$1.3M
Net Calls
+$371K
Net Calls Change
+$352K

Top Buyers

1
DWM
1
Destination Wealth Management
California
$61M
2
FPCG
2
Fort Pitt Capital Group
Pennsylvania
$25.1M
3
KFA
3
Kays Financial Advisory
Georgia
$13.1M
4
W
4
Wealthfront
California
$9.86M
5
Jane Street
5
Jane Street
New York
$8.86M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$51.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$3.01M
3
UCFA
3
United Capital Financial Advisors
Texas
$65.2M
4
HP
4
HT Partners
Connecticut
$25.2M
5
Citigroup
5
Citigroup
New York
$331K
Name Market Value Shares Shares
Change 		Shares
Change %
PA
1
Planning Alternatives
Michigan
$84.5M 1,776,061 -35,042 -2%
UCFA
2
United Capital Financial Advisors
Texas
$65.2M 1,371,892 -243,430 -15%
DWM
3
Destination Wealth Management
California
$61M 1,282,383 +553,645 +76%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$51.7M 1,086,336 -285,576 -21%
RPGK
5
Retirement Planning Group (Kansas)
Kansas
$44.7M 940,449 -18,096 -2%
HCM
6
Hengehold Capital Management
Ohio
$29.3M 615,843 +5,817 +1%
HP
7
HT Partners
Connecticut
$25.2M 537,117 -95,346 -15%
FPCG
8
Fort Pitt Capital Group
Pennsylvania
$25.1M 528,499 +527,965 +98,870%
FWP
9
FAS Wealth Partners
Kansas
$24.4M 513,981 +3,684 +0.7%
AA
10
Apriem Advisors
California
$17.3M 364,470 +46,400 +15%
GA
11
Gateway Advisory
New Jersey
$13.3M 279,291 +5,898 +2%
KFA
12
Kays Financial Advisory
Georgia
$13.1M 274,497 +274,497 New
SFSG
13
Stearns Financial Services Group
North Carolina
$11.7M 247,049 +9,564 +4%
MIAN
14
Mariner Independent Advisor Network
Kansas
$10.5M 220,025 +20,827 +10%
W
15
Wealthfront
California
$9.86M 207,318 +206,912 +50,964%
Jane Street
16
Jane Street
New York
$8.86M 186,337 +186,337 New
BBPWM
17
Blue Bell Private Wealth Management
Pennsylvania
$7.88M 165,648 -4,483 -3%
HDIM
18
Hanson & Doremus Investment Management
Vermont
$7.68M 161,487 +85,673 +113%
NSAM
19
North Star Asset Management
Wisconsin
$7.12M 149,722 +13,344 +10%
BC
20
Bartlett & Co
Ohio
$6.22M 130,806 -9,878 -7%
SWM
21
SVA Wealth Management
Wisconsin
$5.57M 117,175 +2,668 +2%
Mirae Asset Global Investments
22
Mirae Asset Global Investments
South Korea
$5.57M 117,114 +29,310 +33%
FMP
23
Financial Management Professionals
Texas
$5.02M 105,631 -1,996 -2%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$4.86M 102,115 -18,886 -16%
HB
25
Homrich & Berg
Georgia
$4.83M 101,463 +1,900 +2%
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