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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 %
FANJ
51
Financial Architects (New Jersey)
New Jersey
$37K +$26.4K +1,869 +248%
GWS
52
Glassman Wealth Services
Virginia
$36K – – –
VCM
53
Versant Capital Management
Arizona
$36K +$29.8K +2,160 +477%
LF
54
Lee Financial
Texas
$34K – – –
SSB
55
Sandy Spring Bank
Maryland
$34K – – –
AA
56
Ancora Advisors
Ohio
$34K +$34K +2,388 New
BWM
57
Baystate Wealth Management
Massachusetts
$34K +$34K +2,406 New
S
58
SignatureFD
Georgia
$31K +$255 +18 +0.8%
EWM
59
Edge Wealth Management
New York
$27K – – –
PMFA
60
Plante Moran Financial Advisors
Michigan
$19K – – –
MPWT
61
MassMutual Private Wealth & Trust
Connecticut
$17K – – –
JPLA
62
Joseph P. Lucia & Associates
New York
$11K – – –
IFWM
63
Institute for Wealth Management
Colorado
$8K +$8K +540 New
LC
64
Lindbrook Capital
California
$7K +$7K +468 New
IA
65
IFP Advisors
Florida
$5K – – –
WAP
66
Wealthcare Advisory Partners
Pennsylvania
$4K – – –
SAM
67
S.A. Mason
Michigan
$3K +$3K +228 New
FRA
68
Front Row Advisors
California
$1K – – –
Fidelity Investments
69
Fidelity Investments
Massachusetts
$1K – – –
SIAS
70
Shine Investment Advisory Services
Colorado
$1K – – –
SHWM
71
Silicon Hills Wealth Management
Texas
$32 +$32 +3 New
Citadel Advisors
72
Citadel Advisors
Florida
– -$1.54M -117,723 Closed
TIM
73
Total Investment Management
Arizona
– -$219K -16,755 Closed
MML Investors Services
74
MML Investors Services
Massachusetts
– -$201K -15,384 Closed
DP
75
Denver PWM
Colorado
– -$5.92K -456 Closed
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