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Schwab Fundamental US Broad Market Index ETF

54 hedge funds and large institutions have $54.2M invested in Schwab Fundamental US Broad Market Index ETF in 2018 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 15 reducing their positions, and 3 closing their positions.

Holders
54
Holders Change
+7
Holders Change %
+14.89%
% of All Funds
1.24%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
10
Increased
13
Reduced
15
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
OA
1
Opes Advisors
California
$10.5M 264,901 +5,398 +2%
CC
2
Callan Capital
California
$10.4M 262,128 +81,646 +45%
HighTower Advisors
3
HighTower Advisors
Illinois
$9.21M 232,889 -3,190 -1%
LRIA
4
Leonard Rickey Investment Advisors
Washington
$3.97M 100,301 +371 +0.4%
TPW
5
Tiller Private Wealth
Pennsylvania
$2.74M 69,372 -500 -0.7%
VCM
6
Vigilant Capital Management
Maine
$2.22M 56,105 +1,875 +3%
RPGK
7
Retirement Planning Group (Kansas)
Kansas
$2.2M 55,727 -8,055 -13%
FI
8
FormulaFolio Investments
Michigan
$1.52M 38,333 +1,135 +3%
SWA
9
SFMG Wealth Advisors
Texas
$1.06M 28,383 -3,494 -11%
WAM
10
Wealthspire Advisors (Maryland)
Maryland
$894K 22,615
UWM
11
USAdvisors Wealth Management
Minnesota
$806K 20,393 +20,393 New
SCM
12
SOL Capital Management
Maryland
$733K 18,543 +25 +0.1%
Chevy Chase Trust
13
Chevy Chase Trust
Maryland
$710K 17,966 -215 -1%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$595K 15,046 +130 +0.9%
BDF
15
Balasa Dinverno & Foltz
$565K 8,031 -167 -2%
VNA
16
Valley National Advisers
Pennsylvania
$546K 13,817 -343 -2%
PA
17
Paracle Advisors
Washington
$509K 12,883
LPL Financial
18
LPL Financial
California
$501K 12,685 -200 -2%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$417K 10,559 +10,559 New
MWP
20
MYCIO Wealth Partners
Pennsylvania
$408K 10,330
3C
21
361 Capital
Colorado
$406K 10,274 -323 -3%
AG
22
Advisor Group
Arizona
$406K 10,267 +1,943 +23%
AF
23
Advisornet Financial
Minnesota
$384K 9,725 -250 -3%
SWM
24
SeaCrest Wealth Management
New York
$312K 7,891 +1,115 +16%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$261K 6,578 +2,057 +45%