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Schwab Fundamental US Broad Market Index ETF

46 hedge funds and large institutions have $113M invested in Schwab Fundamental US Broad Market Index ETF in 2017 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
+8
Holders Change %
+21.05%
% of All Funds
1.04%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
11
Increased
12
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$146K
EWM
27
Edge Wealth Management
New York
$145K -$20.4K -1,644 -12%
SWP
28
Stratos Wealth Partners
Ohio
$128K +$128K +10,263 New
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$123K +$15K +1,209 +14%
Morgan Stanley
30
Morgan Stanley
New York
$104K
Bank of America
31
Bank of America
North Carolina
$79K +$3.64K +294 +5%
UBS Group
32
UBS Group
Switzerland
$66K
PFA
33
Pathway Financial Advisors
Vermont
$61K +$61K +4,911 New
PWM
34
Perigon Wealth Management
California
$52K
AWA
35
Acorn Wealth Advisors
Michigan
$38K +$38K +2,994 New
SSB
36
Sandy Spring Bank
Maryland
$37K -$12K -975 -25%
GAM
37
Gemmer Asset Management
California
$33K
PMFA
38
Plante Moran Financial Advisors
Michigan
$16K +$16K +1,299 New
MPWT
39
MassMutual Private Wealth & Trust
Connecticut
$15.4K
FAAS
40
First Allied Advisory Services
California
$12K +$12K +957 New
FANJ
41
Financial Architects (New Jersey)
New Jersey
$10K
IA
42
IFP Advisors
Florida
$5K
FRA
43
Front Row Advisors
California
$2K +$2K +150 New
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$2K +$2K +198 New
Jane Street
45
Jane Street
New York
-$1M -85,671 Closed
GBBWRPM
46
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
-$11K -966 Closed
FHA
47
First Horizon Advisors
Tennessee
-$8K -675 Closed