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Schwab Fundamental US Broad Market Index ETF

29 hedge funds and large institutions have $93.6M invested in Schwab Fundamental US Broad Market Index ETF in 2015 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 4 reducing their positions, and 3 closing their positions.

Holders
29
Holders Change
+4
Holders Change %
+16%
% of All Funds
0.78%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
7
Increased
13
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SWA
1
SFMG Wealth Advisors
Texas
$30.7M 1,036,454 -1,822,453 -64%
Chevy Chase Trust
2
Chevy Chase Trust
Maryland
$15.2M 512,812 +169,848 +50%
BFG
3
Bouchey Financial Group
New York
$14.3M 481,926 +26,470 +6%
RPGK
4
Retirement Planning Group (Kansas)
Kansas
$10.9M 366,844 +17,671 +5%
UCFA
5
United Capital Financial Advisors
Texas
$8.04M 271,096 +271,096 New
AI
6
Atria Investments
North Carolina
$2.62M 88,207 -8,937 -9%
HighTower Advisors
7
HighTower Advisors
Illinois
$2.32M 78,065 +29,108 +59%
CG
8
Colony Group
Massachusetts
$2.02M 68,138 +4,382 +7%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.18M 39,791 +39,791 New
VCM
10
Vigilant Capital Management
Maine
$1.14M 38,402 +20,277 +112%
SCM
11
SOL Capital Management
Maryland
$977K 32,962 -200 -0.6%
LA
12
LVW Advisors
New York
$606K 20,432 +379 +2%
Citigroup
13
Citigroup
New York
$563K 19,000
Ameriprise
14
Ameriprise
Minnesota
$548K 18,479
VNA
15
Valley National Advisers
Pennsylvania
$519K 17,510 +60 +0.3%
HP
16
HT Partners
Connecticut
$466K 16,659 +1,000 +6%
PMG
17
ProVise Management Group
Florida
$340K 11,459 +1,155 +11%
Jane Street
18
Jane Street
New York
$261K 8,803 +8,803 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$252K 8,514 +1 +0%
LPL Financial
20
LPL Financial
California
$217K 7,311 +7,311 New
BDF
21
Balasa Dinverno & Foltz
$216K 4,296 +4 +0.1%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$99K 3,345 +3,345 New
UBS Group
23
UBS Group
Switzerland
$52K 1,760 +1,092 +163%
MPWT
24
MassMutual Private Wealth & Trust
Connecticut
$11.9K 412
Morgan Stanley
25
Morgan Stanley
New York
$10K 330 -276 -46%