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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 $62.3M invested in Schwab Fundamental US Broad Market Index ETF in 2020 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 26 reducing their positions, and 7 closing their positions.

Holders
71
Holders Change
–
Holders Change %
0%
% of All Funds
1.57%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
9
Increased
20
Reduced
26
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RDWM
1
Red Door Wealth Management
Tennessee
$2.12M
2
SSWM
2
Sheets Smith Wealth Management
North Carolina
$1.72M
3
AIP
3
Almanack Investment Partners
Pennsylvania
$2.16M
4
WANY
4
Wealthspire Advisors (New York)
New York
$725K
5
CC
5
Callan Capital
California
$3.44M

Top Sellers

1
HWA
1
HHM Wealth Advisors
Tennessee
$3.22M
2
UBS Group
2
UBS Group
Switzerland
$124K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$561K
4
RPGK
4
Retirement Planning Group (Kansas)
Kansas
$705K
5
MWP
5
MYCIO Wealth Partners
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
76
Fidelity Investments
Massachusetts
$0 1 -31 -97%
SHWM
77
Silicon Hills Wealth Management
Texas
– – -1 Closed
SIAS
78
Shine Investment Advisory Services
Colorado
$0 14 – –
CFGS
79
Concourse Financial Group Securities
Alabama
– – – –
1 2 3
4