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Schwab Fundamental US Broad Market Index ETF

66 hedge funds and large institutions have $76.7M invested in Schwab Fundamental US Broad Market Index ETF in 2019 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 26 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+2
Holders Change %
+3.13%
% of All Funds
1.45%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
7
Increased
15
Reduced
26
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PA
26
Paracle Advisors
Washington
$543K
BDF
27
Balasa Dinverno & Foltz
$528K -$5.96K -252 -1%
SFG
28
SNS Financial Group
Minnesota
$522K -$6.85K -525 -1%
LPL Financial
29
LPL Financial
California
$505K +$104K +7,974 +26%
3C
30
361 Capital
Colorado
$458K +$13.4K +1,026 +3%
AF
31
Advisornet Financial
Minnesota
$384K +$978 +75 +0.3%
CFA
32
Carroll Financial Associates
North Carolina
$370K
MWP
33
MYCIO Wealth Partners
Pennsylvania
$350K -$54.5K -4,173 -13%
CCA
34
Cobblestone Capital Advisors
New York
$348K +$33.6K +2,574 +11%
EWM
35
Empirical Wealth Management
Washington
$301K -$39K -2,985 -11%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$287K +$8.68K +666 +3%
TIM
37
Total Investment Management
Arizona
$219K
MML Investors Services
38
MML Investors Services
Massachusetts
$201K +$201K +15,384 New
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$123K +$18.8K +1,440 +18%
Wells Fargo
40
Wells Fargo
California
$98K -$74.9K -5,763 -43%
NFG
41
Next Financial Group
Texas
$79K -$6K -462 -7%
Bank of America
42
Bank of America
North Carolina
$76K -$782 -60 -1%
GWA
43
Guidant Wealth Advisors
Illinois
$73K +$429 +33 +0.6%
AG
44
Advisor Group
Arizona
$69K -$92.2K -7,128 -57%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$47K -$2.81K -216 -6%
QCG
46
Quadrant Capital Group
Ohio
$46K
PA
47
Parallel Advisors
California
$39K
GWS
48
Glassman Wealth Services
Virginia
$33K
LF
49
Lee Financial
Texas
$32K
SSB
50
Sandy Spring Bank
Maryland
$31K