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Schwab Fundamental US Broad Market Index ETF
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Overview Fund Activity

64 hedge funds and large institutions have $73M invested in Schwab Fundamental US Broad Market Index ETF in 2019 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
+4
Holders Change %
+6.67%
% of All Funds
1.39%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
12
Increased
16
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CMO
Covenant Multifamily Offices
Texas
$4.8M
2
Goldman Sachs
Goldman Sachs
New York
$912K
3
UBS Group
UBS Group
Switzerland
$966K
4
CFA
Carroll Financial Associates
North Carolina
$365K
5
EWM
Empirical Wealth Management
Washington
$336K

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$103K
3
CW
CreativeOne Wealth
Kansas
$0
4
JPLA
Joseph P. Lucia & Associates
New York
$10K
5
LTFS
Ladenburg Thalmann Financial Services
Florida
$276K
Name Holding Trade Value Shares
Change 		Shares
Change %
OWM
1
Opes Wealth Management
California
$11.9M -$106K -8,259 -0.9%
HWA
2
HHM Wealth Advisors
Tennessee
$10.3M +$201K +15,573 +2%
HighTower Advisors
3
HighTower Advisors
Illinois
$9M +$201K +15,570 +2%
Chevy Chase Trust
4
Chevy Chase Trust
Maryland
$6.64M -$34.8K -2,697 -0.5%
CMO
5
Covenant Multifamily Offices
Texas
$4.8M +$4.8M +372,048 New
LRIA
6
Leonard Rickey Investment Advisors
Washington
$3.53M -$249K -19,293 -7%
CC
7
Callan Capital
California
$3.44M -$151K -11,742 -4%
VCM
8
Vigilant Capital Management
Maine
$3.07M +$60.1K +4,665 +2%
RPGK
9
Retirement Planning Group (Kansas)
Kansas
$1.85M -$138K -10,716 -7%
Citadel Advisors
10
Citadel Advisors
Florida
$1.5M +$88.9K +6,897 +6%
TPW
11
Tiller Private Wealth
Pennsylvania
$1.36M – – –
SWA
12
SFMG Wealth Advisors
Texas
$1.03M -$40 -3 -0%
UBS Group
13
UBS Group
Switzerland
$966K +$795K +61,689 +466%
HCIA
14
Hochman Cole Investment Advisors
Illinois
$929K -$203K -15,729 -18%
Goldman Sachs
15
Goldman Sachs
New York
$912K +$912K +70,776 New
WAM
16
Wealthspire Advisors (Maryland)
Maryland
$875K – – –
HB
17
Homrich & Berg
Georgia
$705K – – –
SCM
18
SOL Capital Management
Maryland
$679K -$348 -27 -0.1%
VNA
19
Valley National Advisers
Pennsylvania
$656K -$129K -10,026 -16%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$631K +$34.9K +2,706 +6%
SWM
21
SeaCrest Wealth Management
New York
$603K +$47K +3,645 +8%
Morgan Stanley
22
Morgan Stanley
New York
$595K +$328K +25,446 +123%
PA
23
Paracle Advisors
Washington
$536K – – –
BDF
24
Balasa Dinverno & Foltz
$530K -$70 -3 -0%
SFG
25
SNS Financial Group
Minnesota
$523K +$2.13K +165 +0.4%
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