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Schwab Fundamental US Broad Market Index ETF
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Overview Fund Activity

61 hedge funds and large institutions have $62.6M invested in Schwab Fundamental US Broad Market Index ETF in 2018 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 7 closing their positions.

Holders
61
Holders Change
+7
Holders Change %
+12.96%
% of All Funds
1.36%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
14
Increased
18
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWA
1
HHM Wealth Advisors
Tennessee
$8.83M
2
Chevy Chase Trust
2
Chevy Chase Trust
Maryland
$5.99M
3
HCIA
3
Hochman Cole Investment Advisors
Illinois
$875K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.05M
5
UBS Group
5
UBS Group
Switzerland
$920K

Top Sellers

1
CC
1
Callan Capital
California
$6.63M
2
UWM
2
USAdvisors Wealth Management
Minnesota
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$0
4
CIC
4
Carnegie Investment Counsel
Ohio
$0
5
TPW
5
Tiller Private Wealth
Pennsylvania
$2.15M
Name Market Value Shares Shares
Change 		Shares
Change %
OA
1
Opes Advisors
California
$9.12M 272,195 +7,294 +3%
HWA
2
HHM Wealth Advisors
Tennessee
$8.83M 263,752 +263,752 New
HighTower Advisors
3
HighTower Advisors
Illinois
$7.77M 231,934 -955 -0.4%
CC
4
Callan Capital
California
$6.63M 197,859 -64,269 -25%
Chevy Chase Trust
5
Chevy Chase Trust
Maryland
$5.99M 178,930 +160,964 +896%
LRIA
6
Leonard Rickey Investment Advisors
Washington
$3.31M 98,964 -1,337 -1%
TPW
7
Tiller Private Wealth
Pennsylvania
$2.15M 64,267 -5,105 -7%
RPGK
8
Retirement Planning Group (Kansas)
Kansas
$1.96M 58,629 +2,902 +5%
VCM
9
Vigilant Capital Management
Maine
$1.92M 57,255 +1,150 +2%
FI
10
FormulaFolio Investments
Michigan
$1.52M 38,333 – –
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.05M 31,334 +25,940 +481%
UBS Group
12
UBS Group
Switzerland
$920K 27,458 +25,698 +1,460%
HCIA
13
Hochman Cole Investment Advisors
Illinois
$875K 26,138 +26,138 New
SWA
14
SFMG Wealth Advisors
Texas
$867K 25,902 -2,481 -9%
CFGS
15
Concourse Financial Group Securities
Alabama
$812K 24,266 +24,266 New
WAM
16
Wealthspire Advisors (Maryland)
Maryland
$757K 22,615 – –
VNA
17
Valley National Advisers
Pennsylvania
$688K 20,531 +6,714 +49%
HB
18
Homrich & Berg
Georgia
$610K 18,222 +13,144 +259%
SCM
19
SOL Capital Management
Maryland
$577K 17,243 -1,300 -7%
Jane Street
20
Jane Street
New York
$548K 16,377 +16,377 New
RJFSA
21
Raymond James Financial Services Advisors
Florida
$535K 15,986 +940 +6%
SFG
22
SNS Financial Group
Minnesota
$535K 15,965 +15,965 New
BDF
23
Balasa Dinverno & Foltz
$431K 7,185 -846 -11%
PA
24
Paracle Advisors
Washington
$431K 12,883 – –
SWM
25
SeaCrest Wealth Management
New York
$350K 10,465 +2,574 +33%
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