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Schwab Fundamental US Broad Market Index ETF
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Overview Fund Activity

71 hedge funds and large institutions have $84.2M invested in Schwab Fundamental US Broad Market Index ETF in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 7 closing their positions.

Holders
71
Holders Change
+5
Holders Change %
+7.58%
% of All Funds
1.4%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
13
Increased
19
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.68M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.93M
3
AIP
3
Almanack Investment Partners
Pennsylvania
$1.94M
4
MWM
4
MorganRosel Wealth Management
Colorado
$290K
5
PA
5
Paracle Advisors
Washington
$839K

Top Sellers

1
HWA
1
HHM Wealth Advisors
Tennessee
$5.99M
2
Jane Street
2
Jane Street
New York
$1.64M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$200K
5
HighTower Advisors
5
HighTower Advisors
Illinois
$9.32M
Name Market Value Shares Shares
Change 		Shares
Change %
OWM
1
Opes Wealth Management
California
$12.7M 301,703 -5,133 -2%
HighTower Advisors
2
HighTower Advisors
Illinois
$9.32M 221,079 -10,116 -4%
Chevy Chase Trust
3
Chevy Chase Trust
Maryland
$6.93M 164,474 -6,955 -4%
HWA
4
HHM Wealth Advisors
Tennessee
$5.99M 142,028 -121,461 -46%
CMO
5
Covenant Multifamily Offices
Texas
$5.45M 129,422 -3,396 -3%
LRIA
6
Leonard Rickey Investment Advisors
Washington
$3.83M 90,973 +563 +0.6%
CC
7
Callan Capital
California
$3.76M 89,164 +1,096 +1%
RDWM
8
Red Door Wealth Management
Tennessee
$3.09M 984 +984 New
TAM
9
Townsend Asset Management
North Carolina
$3.01M 71,435 +71,435 New
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$2.93M 69,615 +31,497 +83%
AIP
11
Almanack Investment Partners
Pennsylvania
$1.94M 46,008 +15,912 +53%
VCM
12
Vigilant Capital Management
Maine
$1.69M 40,160 -150 -0.4%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.68M 39,937 +36,793 +1,170%
RPGK
14
Retirement Planning Group (Kansas)
Kansas
$1.64M 38,929 -1,396 -3%
Jane Street
15
Jane Street
New York
$1.64M 38,875 -45,535 -54%
TPW
16
Tiller Private Wealth
Pennsylvania
$1.46M 34,615 – –
UBS Group
17
UBS Group
Switzerland
$1.14M 26,981 +1,719 +7%
HCIA
18
Hochman Cole Investment Advisors
Illinois
$1M 23,729 +25 +0.1%
Goldman Sachs
19
Goldman Sachs
New York
$993K 23,554 – –
SWA
20
SFMG Wealth Advisors
Texas
$984K 23,350 -556 -2%
WAM
21
Wealthspire Advisors (Maryland)
Maryland
$974K 23,115 +500 +2%
PA
22
Paracle Advisors
Washington
$839K 19,933 +6,050 +44%
BAM
23
Bellevue Asset Management
Washington
$807K 19,149 +19,149 New
HB
24
Homrich & Berg
Georgia
$768K 18,222 – –
SCM
25
SOL Capital Management
Maryland
$738K 17,524 -40 -0.2%
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