FNDB icon

Schwab Fundamental US Broad Market Index ETF

46 hedge funds and large institutions have $73.4M invested in Schwab Fundamental US Broad Market Index ETF in 2018 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 15 reducing their positions, and 4 closing their positions.

Holders
46
Holders Change
Holders Change %
0%
% of All Funds
1.06%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
4
Increased
13
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RPGK
1
Retirement Planning Group (Kansas)
Kansas
$20.4M 562,895 +9,303 +2%
OA
2
Opes Advisors
California
$8.79M 242,836 +45,727 +23%
HighTower Advisors
3
HighTower Advisors
Illinois
$8.52M 235,369 -805 -0.3%
Chevy Chase Trust
4
Chevy Chase Trust
Maryland
$6.32M 174,643 -80,810 -32%
CC
5
Callan Capital
California
$4.16M 114,767 +52,583 +85%
LRIA
6
Leonard Rickey Investment Advisors
Washington
$3.64M 100,599 -3,505 -3%
TPW
7
Tiller Private Wealth
Pennsylvania
$3.58M 98,744 -43,681 -31%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$2.2M 60,691 +39,392 +185%
VCM
9
Vigilant Capital Management
Maine
$2.04M 56,240 +450 +0.8%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.6M 44,102 +23,955 +119%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.34M 37,068 -2,984 -7%
SWA
12
SFMG Wealth Advisors
Texas
$1.34M 36,917 -1,119,366 -97%
Citadel Advisors
13
Citadel Advisors
Florida
$1.32M 36,327 +36,327 New
Jane Street
14
Jane Street
New York
$1.03M 28,444 +28,444 New
FI
15
FormulaFolio Investments
Michigan
$891K 24,602 +1,971 +9%
WAM
16
Wealthspire Advisors (Maryland)
Maryland
$819K 22,615
SCM
17
SOL Capital Management
Maryland
$658K 18,168 +100 +0.6%
BDF
18
Balasa Dinverno & Foltz
$521K 8,175 +113 +1%
VNA
19
Valley National Advisers
Pennsylvania
$513K 14,180 -508 -3%
LPL Financial
20
LPL Financial
California
$483K 13,348 -3,937 -23%
PA
21
Paracle Advisors
Washington
$466K 12,883
ACP
22
Aviance Capital Partners
Florida
$393K 10,878 -1,475 -12%
MWP
23
MYCIO Wealth Partners
Pennsylvania
$374K 10,330
CIC
24
Carnegie Investment Counsel
Ohio
$361K 9,645 -390 -4%
AF
25
Advisornet Financial
Minnesota
$361K 9,975