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Schwab Fundamental US Broad Market Index ETF

32 hedge funds and large institutions have $72.3M invested in Schwab Fundamental US Broad Market Index ETF in 2015 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 7 closing their positions.

Holders
32
Holders Change
-1
Holders Change %
-3.03%
% of All Funds
0.84%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
6
Increased
8
Reduced
11
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SWA
1
SFMG Wealth Advisors
Texas
$26.3M 2,763,174 -274,989 -9%
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$11.7M 1,234,125 +56,034 +5%
Chevy Chase Trust
3
Chevy Chase Trust
Maryland
$11.1M 1,167,462 -251,442 -18%
TPW
4
Tiller Private Wealth
Pennsylvania
$5.55M 583,545 +583,545 New
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$4.86M 511,452 +51,375 +11%
HighTower Advisors
6
HighTower Advisors
Illinois
$2.47M 260,061 +29,685 +13%
VCM
7
Vigilant Capital Management
Maine
$1.26M 132,360 +10,635 +9%
Bank of America
8
Bank of America
North Carolina
$1.13M 118,995 +118,995 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.02M 107,553 +53,211 +98%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$964K 101,331 +21,468 +27%
SCM
11
SOL Capital Management
Maryland
$853K 89,661 -3,975 -4%
WAM
12
Wealthspire Advisors (Maryland)
Maryland
$645K 67,845 +67,845 New
LA
13
LVW Advisors
New York
$546K 57,399 -3,876 -6%
Citigroup
14
Citigroup
New York
$541K 57,000
Ameriprise
15
Ameriprise
Minnesota
$534K 56,094 -813 -1%
VNA
16
Valley National Advisers
Pennsylvania
$449K 47,229 -7,131 -13%
LPL Financial
17
LPL Financial
California
$393K 41,856 +41,856 New
Citadel Advisors
18
Citadel Advisors
Florida
$363K 38,247 +2,067 +6%
Jane Street
19
Jane Street
New York
$346K 36,342 -112,263 -76%
PMG
20
ProVise Management Group
Florida
$342K 35,922
HP
21
HT Partners
Connecticut
$264K 28,359
CIC
22
Carnegie Investment Counsel
Ohio
$220K 24,435
BDF
23
Balasa Dinverno & Foltz
$201K 12,279 -765 -6%
CG
24
Colony Group
Massachusetts
$84K 8,862 -12,291 -58%
UBS Group
25
UBS Group
Switzerland
$72K 7,530 -6,495 -46%