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Schwab Fundamental US Broad Market Index ETF

25 hedge funds and large institutions have $133M invested in Schwab Fundamental US Broad Market Index ETF in 2015 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 4 closing their positions.

Holders
25
Holders Change
+4
Holders Change %
+19.05%
% of All Funds
0.67%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
8
Increased
8
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SWA
1
SFMG Wealth Advisors
Texas
$85.9M 2,858,907 +1,903,928 +199%
BFG
2
Bouchey Financial Group
New York
$13.7M 455,456 +19,180 +4%
RPGK
3
Retirement Planning Group (Kansas)
Kansas
$10.5M 349,173 +28,187 +9%
Chevy Chase Trust
4
Chevy Chase Trust
Maryland
$10.3M 342,964 -65,535 -16%
AI
5
Atria Investments
North Carolina
$2.92M 97,144 -5,106 -5%
CG
6
Colony Group
Massachusetts
$1.92M 63,756 +63,756 New
HighTower Advisors
7
HighTower Advisors
Illinois
$1.47M 48,957 +447 +0.9%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.31M 43,439 +22,758 +110%
SCM
9
SOL Capital Management
Maryland
$996K 33,162 +180 +0.5%
LA
10
LVW Advisors
New York
$603K 20,053 -128 -0.6%
Citigroup
11
Citigroup
New York
$571K 19,000
Ameriprise
12
Ameriprise
Minnesota
$555K 18,479 +2,119 +13%
VCM
13
Vigilant Capital Management
Maine
$545K 18,125 +6,125 +51%
VNA
14
Valley National Advisers
Pennsylvania
$524K 17,450 +17,450 New
HP
15
HT Partners
Connecticut
$468K 15,659 +15,659 New
PMG
16
ProVise Management Group
Florida
$310K 10,304 -2,400 -19%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$256K 8,513 -2,100 -20%
BDF
18
Balasa Dinverno & Foltz
$217K 4,292 +4,292 New
AIG
19
American International Group
New York
$27.2K 906
UBS Group
20
UBS Group
Switzerland
$20K 668 -2,832 -81%
Morgan Stanley
21
Morgan Stanley
New York
$18K 606 +606 New
RBC
22
Roble Belko & Company
Pennsylvania
$14K 451 +451 New
MPWT
23
MassMutual Private Wealth & Trust
Connecticut
$12.4K 412 +412 New
FANJ
24
Financial Architects (New Jersey)
New Jersey
$10K 349 +349 New
Jane Street
25
Jane Street
New York
-45,902 Closed