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Schwab Fundamental US Broad Market Index ETF

64 hedge funds and large institutions have $73M invested in Schwab Fundamental US Broad Market Index ETF in 2019 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
+4
Holders Change %
+6.67%
% of All Funds
1.39%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
12
Increased
16
Reduced
16
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AIP
26
Almanack Investment Partners
Pennsylvania
$502K +$24.2K +1,863 +5%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$443K +$212K +16,434 +92%
3C
28
361 Capital
Colorado
$440K -$5.19K -402 -1%
MWP
29
MYCIO Wealth Partners
Pennsylvania
$400K
LPL Financial
30
LPL Financial
California
$397K
AF
31
Advisornet Financial
Minnesota
$379K
CFA
32
Carroll Financial Associates
North Carolina
$365K +$365K +28,377 New
EWM
33
Empirical Wealth Management
Washington
$336K +$336K +26,043 New
CCA
34
Cobblestone Capital Advisors
New York
$310K -$9.62K -747 -3%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$276K -$366K -28,302 -57%
WP
36
WealthSource Partners
California
$222K +$222K +17,214 New
TIM
37
Total Investment Management
Arizona
$210K +$8.5K +678 +4%
Wells Fargo
38
Wells Fargo
California
$172K +$9.07K +702 +6%
AG
39
Advisor Group
Arizona
$161K +$15.5K +1,200 +11%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$103K -$506K -39,258 -83%
OIA
41
OneDigital Investment Advisors
Kansas
$87K
NFG
42
Next Financial Group
Texas
$84K +$84K +6,543 New
Bank of America
43
Bank of America
North Carolina
$76K +$14.7K +1,140 +24%
GWA
44
Guidant Wealth Advisors
Illinois
$72K
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$49K +$49K +3,834 New
S
46
SignatureFD
Georgia
$46K +$18.4K +1,440 +66%
QCG
47
Quadrant Capital Group
Ohio
$45K
PA
48
Parallel Advisors
California
$39K +$39K +3,000 New
GWS
49
Glassman Wealth Services
Virginia
$33K
LF
50
Lee Financial
Texas
$32K