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Schwab Fundamental US Broad Market Index ETF

66 hedge funds and large institutions have $76.7M invested in Schwab Fundamental US Broad Market Index ETF in 2019 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 26 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+2
Holders Change %
+3.13%
% of All Funds
1.45%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
7
Increased
15
Reduced
26
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OWM
1
Opes Wealth Management
California
$12M -$58.8K -4,512 -0.5%
HWA
2
HHM Wealth Advisors
Tennessee
$10.3M -$70.4K -5,400 -0.7%
HighTower Advisors
3
HighTower Advisors
Illinois
$9.05M -$57.7K -4,425 -0.6%
Chevy Chase Trust
4
Chevy Chase Trust
Maryland
$6.71M -$10.7K -822 -0.2%
CMO
5
Covenant Multifamily Offices
Texas
$5.2M +$344K +26,406 +7%
LRIA
6
Leonard Rickey Investment Advisors
Washington
$3.54M -$35.7K -2,739 -1%
CC
7
Callan Capital
California
$3.45M -$36.2K -2,772 -1%
Jane Street
8
Jane Street
New York
$3.3M +$3.3M +253,230 New
RPGK
9
Retirement Planning Group (Kansas)
Kansas
$1.58M -$293K -22,488 -16%
VCM
10
Vigilant Capital Management
Maine
$1.58M -$1.53M -117,300 -49%
Citadel Advisors
11
Citadel Advisors
Florida
$1.54M +$19.4K +1,491 +1%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.49M +$1.04M +79,995 +233%
TPW
13
Tiller Private Wealth
Pennsylvania
$1.35M -$24.1K -1,845 -2%
AIP
14
Almanack Investment Partners
Pennsylvania
$1.18M +$673K +51,555 +133%
UBS Group
15
UBS Group
Switzerland
$988K +$11K +846 +1%
SWA
16
SFMG Wealth Advisors
Texas
$935K -$78K -5,985 -8%
HCIA
17
Hochman Cole Investment Advisors
Illinois
$928K -$12.1K -927 -1%
Goldman Sachs
18
Goldman Sachs
New York
$922K -$1.49K -114 -0.2%
WAM
19
Wealthspire Advisors (Maryland)
Maryland
$885K
HB
20
Homrich & Berg
Georgia
$713K
SCM
21
SOL Capital Management
Maryland
$687K
VNA
22
Valley National Advisers
Pennsylvania
$662K -$1.53K -117 -0.2%
SWM
23
SeaCrest Wealth Management
New York
$633K +$22.5K +1,722 +4%
Morgan Stanley
24
Morgan Stanley
New York
$632K +$29.6K +2,268 +5%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$577K -$61.5K -4,716 -10%