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Schwab Fundamental US Broad Market Index ETF
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Overview Fund Activity

54 hedge funds and large institutions have $54.2M invested in Schwab Fundamental US Broad Market Index ETF in 2018 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 15 reducing their positions, and 3 closing their positions.

Holders
54
Holders Change
+7
Holders Change %
+14.89%
% of All Funds
1.24%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
10
Increased
13
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CC
1
Callan Capital
California
$10.4M
2
UWM
2
USAdvisors Wealth Management
Minnesota
$806K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$417K
4
TIM
4
Total Investment Management
Arizona
$231K
5
OA
5
Opes Advisors
California
$10.5M

Top Sellers

1
RPGK
1
Retirement Planning Group (Kansas)
Kansas
$2.2M
2
Jane Street
2
Jane Street
New York
$0
3
SWA
3
SFMG Wealth Advisors
Texas
$1.06M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$9.21M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$213K
Name Market Value Shares Shares
Change 		Shares
Change %
CIC
26
Carnegie Investment Counsel
Ohio
$258K 6,845 -1,780 -21%
TIM
27
Total Investment Management
Arizona
$231K 5,837 +5,837 New
CCA
28
Cobblestone Capital Advisors
New York
$226K 5,721 +51 +0.9%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$213K 5,394 -2,712 -33%
HB
30
Homrich & Berg
Georgia
$201K 5,078 +5,078 New
Wells Fargo
31
Wells Fargo
California
$166K 4,201 – –
SWP
32
Stratos Wealth Partners
Ohio
$126K 3,179 +3,179 New
Morgan Stanley
33
Morgan Stanley
New York
$110K 2,778 – –
Bank of America
34
Bank of America
North Carolina
$70K 1,767 -581 -25%
UBS Group
35
UBS Group
Switzerland
$70K 1,760 – –
EWM
36
Edge Wealth Management
New York
$43K 1,086 – –
GWS
37
Glassman Wealth Services
Virginia
$34K 850 – –
SSB
38
Sandy Spring Bank
Maryland
$32K 800 – –
LF
39
Lee Financial
Texas
$32K 815 +815 New
GAM
40
Gemmer Asset Management
California
$29K 739 – –
S
41
SignatureFD
Georgia
$29K 722 – –
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$27K 689 +89 +15%
AA
43
Ancora Advisors
Ohio
$22K 550 +550 New
SBL
44
Sargent Bickham Lagudis
Colorado
$20K 504 – –
LWA
45
Lenox Wealth Advisors
New York
$20K 504 +504 New
PMFA
46
Plante Moran Financial Advisors
Michigan
$17K 437 +2 +0.5%
MPWT
47
MassMutual Private Wealth & Trust
Connecticut
$16.3K 412 – –
FANJ
48
Financial Architects (New Jersey)
New Jersey
$10K 252 -3 -1%
IA
49
IFP Advisors
Florida
$5K 125 – –
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$4K 100 +100 New
1
2
3