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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
Chevy Chase Trust
1
Chevy Chase Trust
Maryland
$5.99M
2
HCIA
2
Hochman Cole Investment Advisors
Illinois
$875K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.05M
4
UBS Group
4
UBS Group
Switzerland
$920K
5
CFGS
5
Concourse Financial Group Securities
Alabama
$812K

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 %
PMFA
51
Plante Moran Financial Advisors
Michigan
$15K 439 +2 +0.5%
MPWT
52
MassMutual Private Wealth & Trust
Connecticut
$13.8K 412 – –
FANJ
53
Financial Architects (New Jersey)
New Jersey
$8K 252 – –
RCG
54
Ruggie Capital Group
Florida
$8K 253 +253 New
ASN
55
Advisory Services Network
Georgia
$6K 187 +187 New
IA
56
IFP Advisors
Florida
$4K 125 – –
PG
57
Patten Group
Tennessee
$2K 59 +47 +392%
FRA
58
Front Row Advisors
California
$1K 44 – –
UWM
59
USAdvisors Wealth Management
Minnesota
– – -20,393 Closed
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
– – -10,559 Closed
CIC
61
Carnegie Investment Counsel
Ohio
– – -6,845 Closed
SWP
62
Stratos Wealth Partners
Ohio
– – -3,179 Closed
GAM
63
Gemmer Asset Management
California
– – -739 Closed
AA
64
Ancora Advisors
Ohio
– – -550 Closed
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
– – -100 Closed
BBPWM
66
Blue Bell Private Wealth Management
Pennsylvania
$0 1 – –
Parallax Volatility Advisers
67
Parallax Volatility Advisers
California
$0 1 – –
SIAS
68
Shine Investment Advisory Services
Colorado
$0 14 +14 New
1 2
3