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Schwab Fundamental US Broad Market Index ETF
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Overview Fund Activity

47 hedge funds and large institutions have $47.1M invested in Schwab Fundamental US Broad Market Index ETF in 2018 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
+1
Holders Change %
+2.17%
% of All Funds
1.08%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
7
Increased
9
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CC
1
Callan Capital
California
$6.75M
2
OA
2
Opes Advisors
California
$9.7M
3
FI
3
FormulaFolio Investments
Michigan
$1.39M
4
3C
4
361 Capital
Colorado
$396K
5
SWM
5
SeaCrest Wealth Management
New York
$253K

Top Sellers

1
RPGK
1
Retirement Planning Group (Kansas)
Kansas
$2.38M
2
Chevy Chase Trust
2
Chevy Chase Trust
Maryland
$680K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$558K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$303K
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
26
Cobblestone Capital Advisors
New York
$212K +$212K +17,010 New
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$163K – – –
Wells Fargo
28
Wells Fargo
California
$157K +$128K +10,281 +443%
Morgan Stanley
29
Morgan Stanley
New York
$104K – – –
Bank of America
30
Bank of America
North Carolina
$88K +$5.66K +453 +7%
UBS Group
31
UBS Group
Switzerland
$66K – – –
AWA
32
Acorn Wealth Advisors
Michigan
$54K +$12.3K +984 +29%
EWM
33
Edge Wealth Management
New York
$41K -$5.66K -450 -12%
GWS
34
Glassman Wealth Services
Virginia
$32K +$32K +2,550 New
SSB
35
Sandy Spring Bank
Maryland
$30K – – –
GAM
36
Gemmer Asset Management
California
$28K – – –
S
37
SignatureFD
Georgia
$27K +$27K +2,166 New
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$23K – – –
SBL
39
Sargent Bickham Lagudis
Colorado
$19K +$19K +1,512 New
PMFA
40
Plante Moran Financial Advisors
Michigan
$16K – – –
MPWT
41
MassMutual Private Wealth & Trust
Connecticut
$15.4K – – –
FANJ
42
Financial Architects (New Jersey)
New Jersey
$10K – – –
IA
43
IFP Advisors
Florida
$5K – – –
KCPG
44
Kavar Capital Partners Group
Kansas
$3K +$3K +225 New
FRA
45
Front Row Advisors
California
$2 – – –
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
– -$1.34M -111,204 Closed
Citadel Advisors
47
Citadel Advisors
Florida
– -$1.32M -108,981 Closed
ACP
48
Aviance Capital Partners
Florida
– -$393K -32,634 Closed
DY
49
Dowling & Yahnke
California
– -$235K -19,500 Closed
SWP
50
Stratos Wealth Partners
Ohio
– -$124K -10,263 Closed
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