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Schwab Fundamental US Broad Market Index ETF
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Overview Fund Activity

61 hedge funds and large institutions have $62.6M invested in Schwab Fundamental US Broad Market Index ETF in 2018 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 7 closing their positions.

Holders
61
Holders Change
+7
Holders Change %
+12.96%
% of All Funds
1.36%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
14
Increased
18
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWA
1
HHM Wealth Advisors
Tennessee
$8.83M
2
Chevy Chase Trust
2
Chevy Chase Trust
Maryland
$5.99M
3
HCIA
3
Hochman Cole Investment Advisors
Illinois
$875K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.05M
5
UBS Group
5
UBS Group
Switzerland
$920K

Top Sellers

1
CC
1
Callan Capital
California
$6.63M
2
UWM
2
USAdvisors Wealth Management
Minnesota
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$0
4
CIC
4
Carnegie Investment Counsel
Ohio
$0
5
TPW
5
Tiller Private Wealth
Pennsylvania
$2.15M
Name Market Value Shares Shares
Change 		Shares
Change %
MWP
26
MYCIO Wealth Partners
Pennsylvania
$346K 10,330 – –
LPL Financial
27
LPL Financial
California
$335K 9,998 -2,687 -21%
AF
28
Advisornet Financial
Minnesota
$327K 9,771 +46 +0.5%
AG
29
Advisor Group
Arizona
$316K 9,454 -813 -8%
3C
30
361 Capital
Colorado
$298K 8,912 -1,362 -13%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$227K 6,767 +189 +3%
TIM
32
Total Investment Management
Arizona
$215K 5,864 +27 +0.5%
CCA
33
Cobblestone Capital Advisors
New York
$210K 6,266 +545 +10%
ACP
34
Aviance Capital Partners
Florida
$202K 6,033 +6,033 New
QCG
35
Quadrant Capital Group
Ohio
$157K 4,734 +4,734 New
Wells Fargo
36
Wells Fargo
California
$141K 4,201 – –
FNC
37
First National Corp
Massachusetts
$97K 2,887 +2,887 New
OIA
38
OneDigital Investment Advisors
Kansas
$69K 2,061 +2,061 New
NFG
39
Next Financial Group
Texas
$64K 1,912 +1,912 New
Morgan Stanley
40
Morgan Stanley
New York
$55K 1,650 -1,128 -41%
Bank of America
41
Bank of America
North Carolina
$54K 1,626 -141 -8%
TWA
42
TCI Wealth Advisors
Arizona
$54K 1,617 +1,617 New
EWM
43
Edge Wealth Management
New York
$36K 1,086 – –
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$35K 1,070 +381 +55%
S
45
SignatureFD
Georgia
$34K 1,022 +300 +42%
GWS
46
Glassman Wealth Services
Virginia
$28K 850 – –
SSB
47
Sandy Spring Bank
Maryland
$27K 800 – –
LF
48
Lee Financial
Texas
$27K 815 – –
LWA
49
Lenox Wealth Advisors
New York
$17K 504 – –
SBL
50
Sargent Bickham Lagudis
Colorado
$17K 504 – –
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2
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