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Schwab Fundamental US Broad Market Index ETF

60 hedge funds and large institutions have $66M invested in Schwab Fundamental US Broad Market Index ETF in 2019 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
-1
Holders Change %
-1.64%
% of All Funds
1.3%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
10
Increased
17
Reduced
19
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AIP
26
Almanack Investment Partners
Pennsylvania
$462K +$462K +36,870 New
3C
27
361 Capital
Colorado
$433K +$97.5K +7,773 +29%
MWP
28
MYCIO Wealth Partners
Pennsylvania
$388K
LPL Financial
29
LPL Financial
California
$386K +$9.64K +768 +3%
AF
30
Advisornet Financial
Minnesota
$368K +$789 +63 +0.2%
CCA
31
Cobblestone Capital Advisors
New York
$311K +$75.4K +6,021 +32%
MWM
32
Mission Wealth Management
California
$263K +$263K +21,000 New
Morgan Stanley
33
Morgan Stanley
New York
$260K +$198K +15,783 +319%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$225K -$955K -76,077 -81%
CIC
35
Carnegie Investment Counsel
Ohio
$211K +$211K +16,830 New
TIM
36
Total Investment Management
Arizona
$200K -$18.8K -1,515 -9%
UBS Group
37
UBS Group
Switzerland
$166K -$866K -69,123 -84%
Wells Fargo
38
Wells Fargo
California
$158K +$38 +3 +0%
AG
39
Advisor Group
Arizona
$141K -$214K -17,100 -60%
FNC
40
First National Corp
Massachusetts
$97K -$11.4K -912 -11%
OIA
41
OneDigital Investment Advisors
Kansas
$84K +$6.95K +558 +9%
GWA
42
Guidant Wealth Advisors
Illinois
$70K +$70K +5,580 New
Bank of America
43
Bank of America
North Carolina
$60K -$1.63K -129 -3%
QCG
44
Quadrant Capital Group
Ohio
$44K -$133K -10,662 -75%
GWS
45
Glassman Wealth Services
Virginia
$32K
LF
46
Lee Financial
Texas
$31K
SSB
47
Sandy Spring Bank
Maryland
$30K
S
48
SignatureFD
Georgia
$27K -$11.2K -900 -29%
EWM
49
Edge Wealth Management
New York
$24K -$16.4K -1,323 -41%
AP
50
Atwood & Palmer
Missouri
$18K +$18K +1,446 New