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Schwab Fundamental US Broad Market Index ETF
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Overview Fund Activity

30 hedge funds and large institutions have $64.4M invested in Schwab Fundamental US Broad Market Index ETF in 2016 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
30
Holders Change
-2
Holders Change %
-6.25%
% of All Funds
0.8%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
5
Increased
7
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RPGK
1
Retirement Planning Group (Kansas)
Kansas
$12.7M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$2.93M
3
PA
3
Paracle Advisors
Washington
$368K
4
AIG
4
American International Group
New York
$205K
5
SSB
5
Sandy Spring Bank
Maryland
$199K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$299K
2
SWA
2
SFMG Wealth Advisors
Texas
$24.4M
3
Bank of America
3
Bank of America
North Carolina
$56K
4
Chevy Chase Trust
4
Chevy Chase Trust
Maryland
$10.4M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$108K
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
26
Creative Planning
Kansas
$17K +$6.75K +699 +66%
MPWT
27
MassMutual Private Wealth & Trust
Connecticut
$12.1K – – –
FANJ
28
Financial Architects (New Jersey)
New Jersey
$8K +$8K +792 New
Citadel Advisors
29
Citadel Advisors
Florida
– -$363K -38,247 Closed
Jane Street
30
Jane Street
New York
– -$346K -36,342 Closed
HP
31
HT Partners
Connecticut
– -$264K -28,359 Closed
BDF
32
Balasa Dinverno & Foltz
– -$201K -12,279 Closed
CG
33
Colony Group
Massachusetts
– -$84K -8,862 Closed
IA
34
IFP Advisors
Florida
– -$6K -675 Closed
TRCT
35
Tower Research Capital (TRC)
New York
– -$2K -246 Closed
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