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Schwab Fundamental US Broad Market Index ETF

46 hedge funds and large institutions have $113M invested in Schwab Fundamental US Broad Market Index ETF in 2017 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 3 closing their positions.

Holders
46
Holders Change
+8
Holders Change %
+21.05%
% of All Funds
1.04%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
11
Increased
12
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SWA
1
SFMG Wealth Advisors
Texas
$43.1M 1,156,283 +27,268 +2%
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$20.6M 553,592 -921 -0.2%
HighTower Advisors
3
HighTower Advisors
Illinois
$8.8M 236,174 +4,020 +2%
Chevy Chase Trust
4
Chevy Chase Trust
Maryland
$8.47M 255,453 +35,200 +16%
OA
5
Opes Advisors
California
$7.35M 197,109 +8,382 +4%
TPW
6
Tiller Private Wealth
Pennsylvania
$5.31M 142,425 -16,687 -10%
LRIA
7
Leonard Rickey Investment Advisors
Washington
$3.88M 104,104 +104,104 New
CC
8
Callan Capital
California
$2.32M 62,184 +3,537 +6%
VCM
9
Vigilant Capital Management
Maine
$2.08M 55,790 +1,475 +3%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.49M 40,052 +75 +0.2%
FI
11
FormulaFolio Investments
Michigan
$844K 22,631 +1,081 +5%
WAM
12
Wealthspire Advisors (Maryland)
Maryland
$843K 22,615
RJFSA
13
Raymond James Financial Services Advisors
Florida
$794K 21,299 +21,299 New
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$751K 20,147 -64,227 -76%
SCM
15
SOL Capital Management
Maryland
$674K 18,068 +6,179 +52%
LPL Financial
16
LPL Financial
California
$644K 17,285 -247 -1%
VNA
17
Valley National Advisers
Pennsylvania
$548K 14,688 -52 -0.4%
BDF
18
Balasa Dinverno & Foltz
$520K 8,062 -459 -5%
PA
19
Paracle Advisors
Washington
$480K 12,883
ACP
20
Aviance Capital Partners
Florida
$461K 12,353 +12,353 New
MWP
21
MYCIO Wealth Partners
Pennsylvania
$385K 10,330
AF
22
Advisornet Financial
Minnesota
$372K 9,975 +9,975 New
CIC
23
Carnegie Investment Counsel
Ohio
$369K 10,035 -355 -3%
AG
24
Advisor Group
Arizona
$314K 8,418 +1,259 +18%
Ameriprise
25
Ameriprise
Minnesota
$268K 7,188 -21,152 -75%