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Schwab Fundamental US Broad Market Index ETF

38 hedge funds and large institutions have $103M invested in Schwab Fundamental US Broad Market Index ETF in 2017 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 6 closing their positions.

Holders
38
Holders Change
-3
Holders Change %
-7.32%
% of All Funds
0.95%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
3
Increased
13
Reduced
10
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SWA
1
SFMG Wealth Advisors
Texas
$39.6M 1,129,015 +16,598 +1%
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$19.4M 554,513 +21,672 +4%
HighTower Advisors
3
HighTower Advisors
Illinois
$8.14M 232,154 +19,455 +9%
Chevy Chase Trust
4
Chevy Chase Trust
Maryland
$7.75M 220,253 -4,764 -2%
OA
5
Opes Advisors
California
$6.62M 188,727 +11,270 +6%
TPW
6
Tiller Private Wealth
Pennsylvania
$5.58M 159,112 -7,573 -5%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$2.96M 84,374 +19,211 +29%
CC
8
Callan Capital
California
$2.06M 58,647 +493 +0.8%
VCM
9
Vigilant Capital Management
Maine
$1.9M 54,315 +1,410 +3%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.4M 39,977 +900 +2%
Jane Street
11
Jane Street
New York
$1M 28,557 -8,851 -24%
Ameriprise
12
Ameriprise
Minnesota
$994K 28,340 -47,719 -63%
WAM
13
Wealthspire Advisors (Maryland)
Maryland
$793K 22,615
FI
14
FormulaFolio Investments
Michigan
$756K 21,550 +1,306 +6%
LPL Financial
15
LPL Financial
California
$615K 17,532 -1,133 -6%
BDF
16
Balasa Dinverno & Foltz
$519K 8,521 +8,521 New
VNA
17
Valley National Advisers
Pennsylvania
$517K 14,740 -52 -0.4%
PA
18
Paracle Advisors
Washington
$451K 12,883
SCM
19
SOL Capital Management
Maryland
$417K 11,889 -800 -6%
CIC
20
Carnegie Investment Counsel
Ohio
$369K 10,390 +15 +0.1%
MWP
21
MYCIO Wealth Partners
Pennsylvania
$362K 10,330
AG
22
Advisor Group
Arizona
$251K 7,159
EWM
23
Edge Wealth Management
New York
$156K 4,451 +532 +14%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$137K 3,900
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$102K 2,899 +1,517 +110%