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Schwab Fundamental US Broad Market Index ETF
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Overview Fund Activity

71 hedge funds and large institutions have $84.2M invested in Schwab Fundamental US Broad Market Index ETF in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+5
Holders Change %
+7.58%
% of All Funds
1.4%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
13
Increased
19
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.68M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.93M
3
AIP
3
Almanack Investment Partners
Pennsylvania
$1.94M
4
MWM
4
MorganRosel Wealth Management
Colorado
$290K
5
PA
5
Paracle Advisors
Washington
$839K

Top Sellers

1
HWA
1
HHM Wealth Advisors
Tennessee
$5.99M
2
Jane Street
2
Jane Street
New York
$1.64M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$200K
5
HighTower Advisors
5
HighTower Advisors
Illinois
$9.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
VNA
26
Valley National Advisers
Pennsylvania
$713K – – –
SWM
27
SeaCrest Wealth Management
New York
$647K -$34.2K -2,433 -5%
3C
28
361 Capital
Colorado
$611K +$118K +8,382 +24%
SFG
29
SNS Financial Group
Minnesota
$562K – – –
LPL Financial
30
LPL Financial
California
$561K +$17K +1,212 +3%
BDF
31
Balasa Dinverno & Foltz
$546K -$26.1K -1,017 -5%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$517K -$104K -7,434 -17%
WFA
33
Wade Financial Advisory
California
$475K +$475K +33,837 New
AF
34
Advisornet Financial
Minnesota
$418K +$4.42K +315 +1%
CFA
35
Carroll Financial Associates
North Carolina
$398K – – –
MWP
36
MYCIO Wealth Partners
Pennsylvania
$377K – – –
CCA
37
Cobblestone Capital Advisors
New York
$359K -$15K -1,071 -4%
CFO
38
CVA Family Office
Colorado
$334K +$334K +23,802 New
EWM
39
Empirical Wealth Management
Washington
$328K +$4.42K +315 +1%
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$293K -$15.2K -1,086 -5%
MWM
41
MorganRosel Wealth Management
Colorado
$290K +$290K +20,628 New
MWM
42
Madison Wealth Management
Ohio
$255K +$255K +18,126 New
Morgan Stanley
43
Morgan Stanley
New York
$200K -$482K -34,242 -71%
QCG
44
Quadrant Capital Group
Ohio
$176K +$127K +9,081 +257%
Wells Fargo
45
Wells Fargo
California
$104K -$1.81K -129 -2%
NFG
46
Next Financial Group
Texas
$86K +$296 +21 +0.3%
Bank of America
47
Bank of America
North Carolina
$80K -$1.68K -120 -2%
PA
48
Parallel Advisors
California
$70K +$27.6K +1,950 +65%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$51K – – –
AG
50
Advisor Group
Arizona
$42K -$32.5K -2,328 -44%
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