FNDB icon

Schwab Fundamental US Broad Market Index ETF

32 hedge funds and large institutions have $72.3M invested in Schwab Fundamental US Broad Market Index ETF in 2015 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
32
Holders Change
-1
Holders Change %
-3.03%
% of All Funds
0.84%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
6
Increased
8
Reduced
11
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$13K -$28.2K -2,904 -68%
MPWT
27
MassMutual Private Wealth & Trust
Connecticut
$11.8K
Creative Planning
28
Creative Planning
Kansas
$10K +$113 +12 +1%
IA
29
IFP Advisors
Florida
$6K +$6K +675 New
TRCT
30
Tower Research Capital (TRC)
New York
$2K +$2K +246 New
BFG
31
Bouchey Financial Group
New York
-$13.4M -1,483,536 Closed
UCFA
32
United Capital Financial Advisors
Texas
-$6.69M -738,966 Closed
AI
33
Atria Investments
North Carolina
-$303K -33,519 Closed
VKH
34
Virtu KCG Holdings
New York
-$236K -26,109 Closed
TSS
35
Two Sigma Securities
New York
-$201K -22,233 Closed
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
-$136K -15,012 Closed