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Schwab Fundamental US Broad Market Index ETF
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Overview Fund Activity

33 hedge funds and large institutions have $86.5M invested in Schwab Fundamental US Broad Market Index ETF in 2015 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
33
Holders Change
+4
Holders Change %
+13.79%
% of All Funds
0.92%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
8
Increased
12
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$4.16M
2
Jane Street
2
Jane Street
New York
$1.35M
3
RPGK
3
Retirement Planning Group (Kansas)
Kansas
$10.7M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$492K
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$723K

Top Sellers

1
AI
1
Atria Investments
North Carolina
$303K
2
CG
2
Colony Group
Massachusetts
$191K
3
Chevy Chase Trust
3
Chevy Chase Trust
Maryland
$12.8M
4
UCFA
4
United Capital Financial Advisors
Texas
$6.69M
5
SWA
5
SFMG Wealth Advisors
Texas
$27.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$136K +$136K +15,012 New
UBS Group
27
UBS Group
Switzerland
$127K +$79.2K +8,745 +166%
Morgan Stanley
28
Morgan Stanley
New York
$38K +$29.1K +3,255 +329%
MPWT
29
MassMutual Private Wealth & Trust
Connecticut
$11.9K – – –
Creative Planning
30
Creative Planning
Kansas
$10K +$10K +1,050 New
LPL Financial
31
LPL Financial
California
– -$217K -21,933 Closed
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
– -$99K -10,035 Closed
FANJ
33
Financial Architects (New Jersey)
New Jersey
– -$10K -1,047 Closed
BJ
34
Brouwer & Janachowski
California
– -$2K -189 Closed
1
2