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Schwab Fundamental US Broad Market Index ETF
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Overview Fund Activity

38 hedge funds and large institutions have $85.9M invested in Schwab Fundamental US Broad Market Index ETF in 2016 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 4 reducing their positions, and 5 closing their positions.

Holders
38
Holders Change
+5
Holders Change %
+15.15%
% of All Funds
0.95%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
10
Increased
15
Reduced
4
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWA
1
SFMG Wealth Advisors
Texas
$33.7M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.65M
3
OA
3
Opes Advisors
California
$1.62M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$4.72M
5
Jane Street
5
Jane Street
New York
$653K

Top Sellers

1
CI
1
Conning Inc
Connecticut
$0
2
Chevy Chase Trust
2
Chevy Chase Trust
Maryland
$9.72M
3
TPW
3
Tiller Private Wealth
Pennsylvania
$5.54M
4
LA
4
LVW Advisors
New York
$0
5
CWM
5
Concert Wealth Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SWA
1
SFMG Wealth Advisors
Texas
$33.7M 1,035,400 +77,404 +8%
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$16.7M 511,856 +8,188 +2%
Chevy Chase Trust
3
Chevy Chase Trust
Maryland
$9.72M 298,560 -15,789 -5%
TPW
4
Tiller Private Wealth
Pennsylvania
$5.54M 170,257 -9,090 -5%
HighTower Advisors
5
HighTower Advisors
Illinois
$4.72M 144,987 +30,985 +27%
CC
6
Callan Capital
California
$1.86M 57,083 +4,887 +9%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.65M 50,842 +50,842 New
OA
8
Opes Advisors
California
$1.62M 49,800 +49,800 New
VCM
9
Vigilant Capital Management
Maine
$1.38M 42,505 +3,150 +8%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.19M 36,677 +2,200 +6%
SCM
11
SOL Capital Management
Maryland
$900K 27,666 +70 +0.3%
Ameriprise
12
Ameriprise
Minnesota
$738K 22,689 +5,755 +34%
WAM
13
Wealthspire Advisors (Maryland)
Maryland
$736K 22,615 -20 -0.1%
Jane Street
14
Jane Street
New York
$653K 20,061 +20,061 New
Citigroup
15
Citigroup
New York
$618K 19,000 – –
FI
16
FormulaFolio Investments
Michigan
$613K 18,848 +18,848 New
VNA
17
Valley National Advisers
Pennsylvania
$506K 15,560 +1,430 +10%
LPL Financial
18
LPL Financial
California
$466K 14,190 +164 +1%
PA
19
Paracle Advisors
Washington
$419K 12,883 – –
PMG
20
ProVise Management Group
Florida
$371K 11,399 – –
MWP
21
MYCIO Wealth Partners
Pennsylvania
$336K 10,330 – –
CIC
22
Carnegie Investment Counsel
Ohio
$324K 9,830 +70 +0.7%
Morgan Stanley
23
Morgan Stanley
New York
$232K 7,128 +7,000 +5,469%
AG
24
Advisor Group
Arizona
$228K 7,000 – –
EWM
25
Edge Wealth Management
New York
$172K 5,264 +5,264 New
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