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Schwab Fundamental US Broad Market Index ETF
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Overview Fund Activity

33 hedge funds and large institutions have $68.6M invested in Schwab Fundamental US Broad Market Index ETF in 2016 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 2 closing their positions.

Holders
33
Holders Change
+3
Holders Change %
+10%
% of All Funds
0.88%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
5
Increased
14
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWA
1
SFMG Wealth Advisors
Texas
$26.3M
2
CC
2
Callan Capital
California
$1.34M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$3.42M
4
LPL Financial
4
LPL Financial
California
$726K
5
MWP
5
MYCIO Wealth Partners
Pennsylvania
$310K

Top Sellers

1
Chevy Chase Trust
1
Chevy Chase Trust
Maryland
$9.95M
2
TPW
2
Tiller Private Wealth
Pennsylvania
$5.79M
3
AIG
3
American International Group
New York
$0
4
LA
4
LVW Advisors
New York
$374K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$23K
Name Market Value Shares Shares
Change 		Shares
Change %
SWA
1
SFMG Wealth Advisors
Texas
$26.3M 875,606 +45,042 +5%
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$13.1M 435,665 +3,002 +0.7%
Chevy Chase Trust
3
Chevy Chase Trust
Maryland
$9.95M 331,194 -21,607 -6%
TPW
4
Tiller Private Wealth
Pennsylvania
$5.79M 192,917 -8,002 -4%
HighTower Advisors
5
HighTower Advisors
Illinois
$3.42M 114,002 +14,315 +14%
CC
6
Callan Capital
California
$1.34M 44,734 +44,734 New
VCM
7
Vigilant Capital Management
Maine
$1.31M 43,695 +2,300 +6%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.02M 34,077 +900 +3%
SCM
9
SOL Capital Management
Maryland
$852K 28,391 -1,516 -5%
LPL Financial
10
LPL Financial
California
$726K 24,219 +11,347 +88%
WAM
11
Wealthspire Advisors (Maryland)
Maryland
$680K 22,635 +20 +0.1%
Citigroup
12
Citigroup
New York
$572K 19,056 +56 +0.3%
Ameriprise
13
Ameriprise
Minnesota
$548K 18,244 -771 -4%
VNA
14
Valley National Advisers
Pennsylvania
$460K 15,303 +169 +1%
PA
15
Paracle Advisors
Washington
$386K 12,883 +333 +3%
LA
16
LVW Advisors
New York
$374K 12,441 -5,927 -32%
PMG
17
ProVise Management Group
Florida
$346K 11,499 +25 +0.2%
MWP
18
MYCIO Wealth Partners
Pennsylvania
$310K 10,330 +10,330 New
CIC
19
Carnegie Investment Counsel
Ohio
$290K 9,385 +2,240 +31%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$278K 9,264 -947 -9%
AG
21
Advisor Group
Arizona
$210K 7,000 +7,000 New
SSB
22
Sandy Spring Bank
Maryland
$184K 6,124 -655 -10%
Bank of America
23
Bank of America
North Carolina
$58K 1,923 +13 +0.7%
UBS Group
24
UBS Group
Switzerland
$53K 1,760 – –
CG
25
Colony Group
Massachusetts
$36K 1,210 +1,210 New
1
2