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Schwab Fundamental US Broad Market Index ETF
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Overview Fund Trends Analyst Outlook Journalist POV

19 hedge funds and large institutions have $64.4M invested in Schwab Fundamental US Broad Market Index ETF in 2014 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10: →

44.14% more ownership

Funds ownership: 96.65% → 140.79% (+44%)

36% more funds holding

Funds holding: 14 → 19 (+5)

Holders
19
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$25.4M
2
+$7.99M
3
+$1.8M
4
RPGK
Retirement Planning Group (Kansas)
Kansas
+$1.61M
5
BFG
Bouchey Financial Group
New York
+$1.16M

Top Sellers

1
-$1.39M
2
-$182K
3
-$55.2K
4
PMG
ProVise Management Group
Florida
-$23K
Name Holding Trade Value Shares
Change 		Change in
Stake
1
$25.4M
2
$12.7M
3
$10.7M
4
$8.45M
5
$2.95M
6
$2.05M
7
$369K
8
$365K
9
$337K
10
$331K
11
$277K
12
$208K
13
$101K
14
$59K
15
$50K
16
$25.9K
17
$11.9K
18
$6K
19
$1K
20
–
21
–