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Schwab Fundamental US Broad Market Index ETF
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Overview Fund Activity

78 hedge funds and large institutions have $57.7M invested in Schwab Fundamental US Broad Market Index ETF in 2020 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
+8
Holders Change %
+11.43%
% of All Funds
1.38%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
11
Increased
21
Reduced
18
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FTUS
1
Flow Traders U.S.
New York
$3.45M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$1.69M
3
OWM
3
Opes Wealth Management
California
$7.35M
4
CGL
4
Clarius Group LLC
Washington
$1.07M
5
CIC
5
Carnegie Investment Counsel
Ohio
$226K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$380K
2
VCM
2
Vigilant Capital Management
Maine
$0
3
HighTower Advisors
3
HighTower Advisors
Illinois
$7.84M
4
AIP
4
Almanack Investment Partners
Pennsylvania
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$44K
Name Holding Trade Value Shares
Change 		Shares
Change %
JCIA
26
Jackson Creek Investment Advisors
Colorado
$635K +$72.9K +4,866 +13%
SWA
27
SFMG Wealth Advisors
Texas
$585K – – –
HB
28
Homrich & Berg
Georgia
$567K -$173K -11,559 -23%
FNC
29
First National Corp
Massachusetts
$526K – – –
WFA
30
Wade Financial Advisory
California
$506K – – –
AF
31
Advisornet Financial
Minnesota
$480K +$2.51K +168 +0.5%
FG
32
Foster Group
Iowa
$480K +$480K +32,238 New
CAM
33
Cozad Asset Management
Illinois
$455K – – –
RJFSA
34
Raymond James Financial Services Advisors
Florida
$447K +$21.9K +1,461 +5%
CCA
35
Cobblestone Capital Advisors
New York
$426K -$5.93K -396 -1%
VNA
36
Valley National Advisers
Pennsylvania
$388K -$37.5K -2,508 -9%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$380K -$1.49M -99,657 -80%
TIM
38
Total Investment Management
Arizona
$306K +$1.17K +78 +0.4%
CFA
39
Carroll Financial Associates
North Carolina
$304K – – –
CFO
40
CVA Family Office
Colorado
$301K +$224 +15 +0.1%
SCM
41
SOL Capital Management
Maryland
$298K -$1.8K -120 -0.6%
MSFS
42
Main Street Financial Solutions
Pennsylvania
$280K +$280K +18,711 New
MWM
43
Madison Wealth Management
Ohio
$271K – – –
SFG
44
SNS Financial Group
Minnesota
$256K -$13K -867 -5%
Morgan Stanley
45
Morgan Stanley
New York
$250K – – –
LPL Financial
46
LPL Financial
California
$229K -$11.7K -786 -5%
CIC
47
Carnegie Investment Counsel
Ohio
$226K +$226K +15,105 New
EWM
48
Empirical Wealth Management
Washington
$223K +$223K +14,907 New
AA
49
Apriem Advisors
California
$207K +$207K +13,800 New
SWP
50
Stratos Wealth Partners
Ohio
$204K +$204K +13,644 New
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