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Schwab Fundamental US Broad Market Index ETF

41 hedge funds and large institutions have $100M invested in Schwab Fundamental US Broad Market Index ETF in 2017 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 2 closing their positions.

Holders
41
Holders Change
+1
Holders Change %
+2.5%
% of All Funds
1.02%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
4
Increased
13
Reduced
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SWA
1
SFMG Wealth Advisors
Texas
$37.5M 1,112,417 +35,507 +3%
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$18M 532,841 +9,319 +2%
Chevy Chase Trust
3
Chevy Chase Trust
Maryland
$7.59M 225,017 -45,814 -17%
HighTower Advisors
4
HighTower Advisors
Illinois
$7.17M 212,699 +1,014 +0.5%
OA
5
Opes Advisors
California
$6.08M 177,457 +43,634 +33%
TPW
6
Tiller Private Wealth
Pennsylvania
$5.62M 166,685 -1,092 -0.7%
Ameriprise
7
Ameriprise
Minnesota
$2.57M 76,059 +7,592 +11%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$2.2M 65,163 +49,910 +327%
CC
9
Callan Capital
California
$1.96M 58,154 -5,331 -8%
VCM
10
Vigilant Capital Management
Maine
$1.78M 52,905 +3,075 +6%
AA
11
Ancora Advisors
Ohio
$1.61M 47,693 +47,693 New
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.32M 39,077 +858 +2%
Jane Street
13
Jane Street
New York
$1.26M 37,408 +21,416 +134%
WAM
14
Wealthspire Advisors (Maryland)
Maryland
$763K 22,615
FI
15
FormulaFolio Investments
Michigan
$683K 20,244 -1,858 -8%
LPL Financial
16
LPL Financial
California
$629K 18,665 -1,215 -6%
VNA
17
Valley National Advisers
Pennsylvania
$499K 14,792 -698 -5%
PA
18
Paracle Advisors
Washington
$434K 12,883
SCM
19
SOL Capital Management
Maryland
$428K 12,689 +1,688 +15%
CIC
20
Carnegie Investment Counsel
Ohio
$356K 10,375
MWP
21
MYCIO Wealth Partners
Pennsylvania
$348K 10,330
AG
22
Advisor Group
Arizona
$241K 7,159
PMG
23
ProVise Management Group
Florida
$203K 6,033 -3,550 -37%
EWM
24
Edge Wealth Management
New York
$133K 3,919 -1,090 -22%
FANJ
25
Financial Architects (New Jersey)
New Jersey
$133K 3,952 +503 +15%