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Schwab Fundamental US Broad Market Index ETF

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.

Holders
19
Holders Change
+5
Holders Change %
+35.71%
% of All Funds
0.55%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
8
Increased
7
Reduced
2
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SWA
1
SFMG Wealth Advisors
Texas
$25.4M 880,962 +880,962 New
Chevy Chase Trust
2
Chevy Chase Trust
Maryland
$12.7M 440,397 +276,961 +169%
BFG
3
Bouchey Financial Group
New York
$10.7M 370,207 +40,109 +12%
RPGK
4
Retirement Planning Group (Kansas)
Kansas
$8.45M 293,007 +55,858 +24%
AI
5
Atria Investments
North Carolina
$2.95M 102,214 -1,914 -2%
Jane Street
6
Jane Street
New York
$2.05M 71,019 +62,491 +733%
SCM
7
SOL Capital Management
Maryland
$369K 12,777 +12,777 New
HighTower Advisors
8
HighTower Advisors
Illinois
$365K 12,640 +12,640 New
PMG
9
ProVise Management Group
Florida
$337K 11,700 -800 -6%
Ameriprise
10
Ameriprise
Minnesota
$331K 11,467 +1,915 +20%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$277K 9,610 +1 +0%
BDF
12
Balasa Dinverno & Foltz
$208K 4,371 +58 +1%
U
13
UBS
Switzerland
$101K 3,500 +3,500 New
PAG
14
Private Advisor Group
New Jersey
$59K 2,060 +2,060 New
Bank of America
15
Bank of America
North Carolina
$50K 1,725 +1,725 New
AIG
16
American International Group
New York
$25.9K 898
MPWT
17
MassMutual Private Wealth & Trust
Connecticut
$11.9K 412 +412 New
Wells Fargo
18
Wells Fargo
California
$6K 200 +200 New
PO
19
Private Ocean
California
$1K 48
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
-47,786 Closed
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
-6,265 Closed
BBPWM
22
Blue Bell Private Wealth Management
Pennsylvania
-1 Closed