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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 $62.3M invested in Schwab Fundamental US Broad Market Index ETF in 2020 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 26 reducing their positions, and 7 closing their positions.

Holders
71
Holders Change
–
Holders Change %
0%
% of All Funds
1.57%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
9
Increased
20
Reduced
26
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RDWM
1
Red Door Wealth Management
Tennessee
$2.12M
2
SSWM
2
Sheets Smith Wealth Management
North Carolina
$1.72M
3
AIP
3
Almanack Investment Partners
Pennsylvania
$2.16M
4
WANY
4
Wealthspire Advisors (New York)
New York
$725K
5
CC
5
Callan Capital
California
$3.44M

Top Sellers

1
HWA
1
HHM Wealth Advisors
Tennessee
$3.22M
2
UBS Group
2
UBS Group
Switzerland
$124K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$561K
4
RPGK
4
Retirement Planning Group (Kansas)
Kansas
$705K
5
MWP
5
MYCIO Wealth Partners
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SWM
26
SeaCrest Wealth Management
New York
$558K 54,507 +8,436 +18%
SCM
27
SOL Capital Management
Maryland
$526K 51,417 -1,155 -2%
FNC
28
First National Corp
Massachusetts
$488K 35,004 +35,004 New
VNA
29
Valley National Advisers
Pennsylvania
$482K 47,082 -3,681 -7%
BDF
30
Balasa Dinverno & Foltz
$442K 21,951 +660 +3%
CWC
31
Carolinas Wealth Consulting
North Carolina
$430K 42,051 +42,051 New
WFA
32
Wade Financial Advisory
California
$346K 33,837 – –
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$340K 33,249 +33,249 New
3C
34
361 Capital
Colorado
$319K 31,209 -12,306 -28%
AF
35
Advisornet Financial
Minnesota
$307K 29,979 +213 +0.7%
Morgan Stanley
36
Morgan Stanley
New York
$296K 28,953 +14,748 +104%
CFA
37
Carroll Financial Associates
North Carolina
$290K 28,377 – –
CWM
38
Cedar Wealth Management
California
$286K 27,993 +27,993 New
Osaic Holdings
39
Osaic Holdings
Arizona
$279K 108,885 +108,885 New
CCA
40
Cobblestone Capital Advisors
New York
$271K 26,439 +864 +3%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$255K 24,903 -11,913 -32%
SFG
42
SNS Financial Group
Minnesota
$246K 24,078 -15,957 -40%
EWM
43
Empirical Wealth Management
Washington
$239K 23,376 +3 +0%
MWM
44
MorganRosel Wealth Management
Colorado
$227K 22,164 +1,536 +7%
LPL Financial
45
LPL Financial
California
$212K 20,757 -19,191 -48%
CFO
46
CVA Family Office
Colorado
$208K 20,340 -3,462 -15%
Bank of America
47
Bank of America
North Carolina
$137K 13,374 +7,665 +134%
UBS Group
48
UBS Group
Switzerland
$124K 12,075 -68,868 -85%
Wells Fargo
49
Wells Fargo
California
$72K 6,999 -417 -6%
FCM
50
Firestone Capital Management
Florida
$53K 5,154 +5,154 New
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