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Schwab Fundamental US Broad Market Index ETF

40 hedge funds and large institutions have $98.9M invested in Schwab Fundamental US Broad Market Index ETF in 2017 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
+2
Holders Change %
+5.26%
% of All Funds
1%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
4
Increased
15
Reduced
11
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWA
1
SFMG Wealth Advisors
Texas
$36.3M +$1.4M +124,530 +4%
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$17.6M +$393K +34,998 +2%
Chevy Chase Trust
3
Chevy Chase Trust
Maryland
$8.87M -$908K -83,187 -9%
HighTower Advisors
4
HighTower Advisors
Illinois
$7.14M +$2.25M +200,094 +46%
TPW
5
Tiller Private Wealth
Pennsylvania
$5.66M -$83.6K -7,440 -1%
OA
6
Opes Advisors
California
$4.51M +$2.83M +252,069 +169%
MCM
7
Millie Capital Management
California
$3.49M +$3.49M +310,125 New
Ameriprise
8
Ameriprise
Minnesota
$2.31M +$1.55M +137,334 +202%
CC
9
Callan Capital
California
$2.14M +$216K +19,206 +11%
VCM
10
Vigilant Capital Management
Maine
$1.68M +$247K +21,975 +17%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.29M +$52K +4,626 +4%
Citadel Advisors
12
Citadel Advisors
Florida
$965K +$965K +85,896 New
WAM
13
Wealthspire Advisors (Maryland)
Maryland
$762K
FI
14
FormulaFolio Investments
Michigan
$745K +$110K +9,762 +17%
LPL Financial
15
LPL Financial
California
$664K +$190K +17,070 +40%
Jane Street
16
Jane Street
New York
$539K -$137K -12,207 -20%
VNA
17
Valley National Advisers
Pennsylvania
$522K -$2.36K -210 -0.4%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$514K -$1.2M -106,767 -70%
PA
19
Paracle Advisors
Washington
$434K
SCM
20
SOL Capital Management
Maryland
$371K -$562K -49,995 -60%
CIC
21
Carnegie Investment Counsel
Ohio
$350K +$18.4K +1,635 +6%
MWP
22
MYCIO Wealth Partners
Pennsylvania
$348K
PMG
23
ProVise Management Group
Florida
$323K -$61.2K -5,448 -16%
AG
24
Advisor Group
Arizona
$241K +$5.35K +477 +2%
Morgan Stanley
25
Morgan Stanley
New York
$173K -$67.5K -6,000 -28%