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Schwab Fundamental US Broad Market Index ETF
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Overview Fund Activity

30 hedge funds and large institutions have $64.4M invested in Schwab Fundamental US Broad Market Index ETF in 2016 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 13 reducing their positions, and 7 closing their positions.

Holders
30
Holders Change
-2
Holders Change %
-6.25%
% of All Funds
0.8%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
5
Increased
7
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RPGK
1
Retirement Planning Group (Kansas)
Kansas
$12.7M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$2.93M
3
PA
3
Paracle Advisors
Washington
$368K
4
AIG
4
American International Group
New York
$205K
5
SSB
5
Sandy Spring Bank
Maryland
$199K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$299K
2
SWA
2
SFMG Wealth Advisors
Texas
$24.4M
3
Bank of America
3
Bank of America
North Carolina
$56K
4
Chevy Chase Trust
4
Chevy Chase Trust
Maryland
$10.4M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$108K
Name Market Value Shares Shares
Change 		Shares
Change %
SWA
1
SFMG Wealth Advisors
Texas
$24.4M 830,564 -90,494 -10%
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$12.7M 432,663 +21,288 +5%
Chevy Chase Trust
3
Chevy Chase Trust
Maryland
$10.4M 352,801 -36,353 -9%
TPW
4
Tiller Private Wealth
Pennsylvania
$5.9M 200,919 +6,404 +3%
HighTower Advisors
5
HighTower Advisors
Illinois
$2.93M 99,687 +13,000 +15%
VCM
6
Vigilant Capital Management
Maine
$1.22M 41,395 -2,725 -6%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$974K 33,177 -600 -2%
SCM
8
SOL Capital Management
Maryland
$878K 29,907 +20 +0.1%
WAM
9
Wealthspire Advisors (Maryland)
Maryland
$664K 22,615 – –
Ameriprise
10
Ameriprise
Minnesota
$558K 19,015 +317 +2%
Citigroup
11
Citigroup
New York
$557K 19,000 – –
LA
12
LVW Advisors
New York
$539K 18,368 -765 -4%
VNA
13
Valley National Advisers
Pennsylvania
$444K 15,134 -609 -4%
LPL Financial
14
LPL Financial
California
$373K 12,872 -1,080 -8%
PA
15
Paracle Advisors
Washington
$368K 12,550 +12,550 New
PMG
16
ProVise Management Group
Florida
$337K 11,474 -500 -4%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$299K 10,211 -160,273 -94%
CIC
18
Carnegie Investment Counsel
Ohio
$210K 7,145 -1,000 -12%
AIG
19
American International Group
New York
$205K 7,000 +7,000 New
SSB
20
Sandy Spring Bank
Maryland
$199K 6,779 +6,779 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$108K 3,681 -32,170 -90%
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$68K 2,315 +2,315 New
Bank of America
23
Bank of America
North Carolina
$56K 1,910 -37,755 -95%
UBS Group
24
UBS Group
Switzerland
$52K 1,760 -750 -30%
Morgan Stanley
25
Morgan Stanley
New York
$30K 1,032 +585 +131%
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