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Schwab Fundamental US Broad Market Index ETF
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Overview Fund Activity

46 hedge funds and large institutions have $73.4M invested in Schwab Fundamental US Broad Market Index ETF in 2018 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
–
Holders Change %
0%
% of All Funds
1.06%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
4
Increased
13
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CC
1
Callan Capital
California
$4.16M
2
OA
2
Opes Advisors
California
$8.79M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$2.2M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.32M
5
Jane Street
5
Jane Street
New York
$1.03M

Top Sellers

1
SWA
1
SFMG Wealth Advisors
Texas
$1.34M
2
Chevy Chase Trust
2
Chevy Chase Trust
Maryland
$6.32M
3
TPW
3
Tiller Private Wealth
Pennsylvania
$3.58M
4
Ameriprise
4
Ameriprise
Minnesota
$0
5
LPL Financial
5
LPL Financial
California
$483K
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
26
Advisor Group
Arizona
$304K – – –
DY
27
Dowling & Yahnke
California
$235K +$235K +19,500 New
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$163K +$44K +3,657 +37%
SWP
29
Stratos Wealth Partners
Ohio
$124K – – –
Morgan Stanley
30
Morgan Stanley
New York
$101K – – –
Bank of America
31
Bank of America
North Carolina
$80K +$2.44K +201 +3%
UBS Group
32
UBS Group
Switzerland
$64K – – –
EWM
33
Edge Wealth Management
New York
$45K -$97.1K -8,001 -68%
AWA
34
Acorn Wealth Advisors
Michigan
$41K +$4.2K +342 +11%
PWM
35
Perigon Wealth Management
California
$40K -$11K -900 -22%
SSB
36
Sandy Spring Bank
Maryland
$29K -$7.25K -600 -20%
Wells Fargo
37
Wells Fargo
California
$28K +$28K +2,322 New
GAM
38
Gemmer Asset Management
California
$27K -$4.93K -405 -15%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$22K -$121K -9,900 -85%
PMFA
40
Plante Moran Financial Advisors
Michigan
$16K +$74 +6 +0.5%
MPWT
41
MassMutual Private Wealth & Trust
Connecticut
$14.9K – – –
FANJ
42
Financial Architects (New Jersey)
New Jersey
$9K – – –
IA
43
IFP Advisors
Florida
$5K – – –
FRA
44
Front Row Advisors
California
$2K – – –
Ameriprise
45
Ameriprise
Minnesota
– -$268K -21,564 Closed
PFA
46
Pathway Financial Advisors
Vermont
– -$61K -4,911 Closed
FAAS
47
First Allied Advisory Services
California
– -$12K -957 Closed
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
– -$2K -198 Closed
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