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Schwab Fundamental US Broad Market Index ETF
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Overview Fund Activity

21 hedge funds and large institutions have $74.3M invested in Schwab Fundamental US Broad Market Index ETF in 2014 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 4 closing their positions.

Holders
21
Holders Change
+2
Holders Change %
+10.53%
% of All Funds
0.56%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
7
Increased
11
Reduced
3
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWA
1
SFMG Wealth Advisors
Texas
$28.7M
2
BFG
2
Bouchey Financial Group
New York
$13.1M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$1.46M
4
RPGK
4
Retirement Planning Group (Kansas)
Kansas
$9.66M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$622K

Top Sellers

1
Chevy Chase Trust
1
Chevy Chase Trust
Maryland
$12.3M
2
Jane Street
2
Jane Street
New York
$1.38M
3
BDF
3
Balasa Dinverno & Foltz
$0
4
PAG
4
Private Advisor Group
New Jersey
$0
5
Bank of America
5
Bank of America
North Carolina
$22K
Name Market Value Shares Shares
Change 		Shares
Change %
SWA
1
SFMG Wealth Advisors
Texas
$28.7M 954,979 +74,017 +8%
BFG
2
Bouchey Financial Group
New York
$13.1M 436,276 +66,069 +18%
Chevy Chase Trust
3
Chevy Chase Trust
Maryland
$12.3M 408,499 -31,898 -7%
RPGK
4
Retirement Planning Group (Kansas)
Kansas
$9.66M 320,986 +27,979 +10%
AI
5
Atria Investments
North Carolina
$3.08M 102,250 +36 +0%
HighTower Advisors
6
HighTower Advisors
Illinois
$1.46M 48,510 +35,870 +284%
Jane Street
7
Jane Street
New York
$1.38M 45,902 -25,117 -35%
SCM
8
SOL Capital Management
Maryland
$993K 32,982 +20,205 +158%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$622K 20,681 +20,681 New
LA
10
LVW Advisors
New York
$607K 20,181 +20,181 New
Citigroup
11
Citigroup
New York
$572K 19,000 +19,000 New
Ameriprise
12
Ameriprise
Minnesota
$492K 16,360 +4,893 +43%
PMG
13
ProVise Management Group
Florida
$382K 12,704 +1,004 +9%
VCM
14
Vigilant Capital Management
Maine
$361K 12,000 +12,000 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$319K 10,613 +1,003 +10%
UBS Group
16
UBS Group
Switzerland
$105K 3,500 +3,500 New
AIG
17
American International Group
New York
$27.3K 906 +8 +0.9%
Bank of America
18
Bank of America
North Carolina
$22K 725 -1,000 -58%
FHA
19
First Horizon Advisors
Tennessee
$6K 200 +200 New
PO
20
Private Ocean
California
$1K 49 +1 +2%
BDF
21
Balasa Dinverno & Foltz
– – -4,371 Closed
PAG
22
Private Advisor Group
New Jersey
– – -2,060 Closed
MPWT
23
MassMutual Private Wealth & Trust
Connecticut
– – -412 Closed
Wells Fargo
24
Wells Fargo
California
– – -200 Closed
Parallax Volatility Advisers
25
Parallax Volatility Advisers
California
$0 1 +1 New