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Schwab Fundamental US Broad Market Index ETF

33 hedge funds and large institutions have $76.5M invested in Schwab Fundamental US Broad Market Index ETF in 2016 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 3 closing their positions.

Holders
33
Holders Change
Holders Change %
0%
% 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
4
Increased
8
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SWA
1
SFMG Wealth Advisors
Texas
$29.7M 957,996 +82,390 +9%
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$15.6M 503,668 +68,003 +16%
Chevy Chase Trust
3
Chevy Chase Trust
Maryland
$9.75M 314,349 -16,845 -5%
TPW
4
Tiller Private Wealth
Pennsylvania
$5.56M 179,347 -13,570 -7%
HighTower Advisors
5
HighTower Advisors
Illinois
$3.54M 114,002
CI
6
Conning Inc
Connecticut
$2.61M 84,102 +84,102 New
CC
7
Callan Capital
California
$1.62M 52,196 +7,462 +17%
VCM
8
Vigilant Capital Management
Maine
$1.22M 39,355 -4,340 -10%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.07M 34,477 +400 +1%
SCM
10
SOL Capital Management
Maryland
$856K 27,596 -795 -3%
WAM
11
Wealthspire Advisors (Maryland)
Maryland
$702K 22,635
Citigroup
12
Citigroup
New York
$589K 19,000 -56 -0.3%
Ameriprise
13
Ameriprise
Minnesota
$525K 16,934 -1,310 -7%
VNA
14
Valley National Advisers
Pennsylvania
$438K 14,130 -1,173 -8%
LPL Financial
15
LPL Financial
California
$429K 14,026 -10,193 -42%
PA
16
Paracle Advisors
Washington
$400K 12,883
PMG
17
ProVise Management Group
Florida
$353K 11,399 -100 -0.9%
MWP
18
MYCIO Wealth Partners
Pennsylvania
$320K 10,330
CIC
19
Carnegie Investment Counsel
Ohio
$295K 9,760 +375 +4%
LA
20
LVW Advisors
New York
$279K 9,008 -3,433 -28%
AG
21
Advisor Group
Arizona
$217K 7,000
SSB
22
Sandy Spring Bank
Maryland
$150K 4,850 -1,274 -21%
Bank of America
23
Bank of America
North Carolina
$61K 1,961 +38 +2%
UBS Group
24
UBS Group
Switzerland
$55K 1,760
CWM
25
Concert Wealth Management
California
$43K 1,338 +1,338 New