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Schwab Fundamental US Broad Market Index ETF
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Overview Fund Activity

82 hedge funds and large institutions have $84.9M invested in Schwab Fundamental US Broad Market Index ETF in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 20 reducing their positions, and 6 closing their positions.

Holders
82
Holders Change
+4
Holders Change %
+5.13%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
20
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$10.5M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$8.54M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.84M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$3.26M
5
WANY
5
Wealthspire Advisors (New York)
New York
$1.21M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
AL
2
ADE LLC
Maryland
$24K
3
CCA
3
Cobblestone Capital Advisors
New York
$0
4
OWM
4
Opes Wealth Management
California
$8.12M
5
TIM
5
Total Investment Management
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
26
Bellevue Asset Management
Washington
$737K -$20.5K -1,200 -3%
RPGK
27
Retirement Planning Group (Kansas)
Kansas
$700K -$53.4K -3,123 -7%
MWM
28
MorganRosel Wealth Management
Colorado
$700K -$33.9K -1,980 -5%
BDF
29
Balasa Dinverno & Foltz
$685K -$5.03K -156 -0.7%
SFMG
30
Sage Financial Management Group
Virginia
$674K +$674K +39,435 New
Morgan Stanley
31
Morgan Stanley
New York
$657K +$371K +21,732 +130%
HB
32
Homrich & Berg
Georgia
$647K – – –
FG
33
Foster Group
Iowa
$590K +$39.1K +2,286 +7%
SWA
34
SFMG Wealth Advisors
Texas
$584K -$83.7K -4,896 -13%
WFA
35
Wade Financial Advisory
California
$578K – – –
AF
36
Advisornet Financial
Minnesota
$550K +$2K +117 +0.4%
CAM
37
Cozad Asset Management
Illinois
$520K – – –
RJFSA
38
Raymond James Financial Services Advisors
Florida
$500K -$10.5K -615 -2%
BWA
39
Beam Wealth Advisors
Louisiana
$467K +$467K +27,297 New
CFO
40
CVA Family Office
Colorado
$459K +$115K +6,714 +33%
FNC
41
First National Corp
Massachusetts
$455K -$145K -8,502 -24%
VNA
42
Valley National Advisers
Pennsylvania
$443K – – –
MSFS
43
Main Street Financial Solutions
Pennsylvania
$427K +$107K +6,252 +33%
CFA
44
Carroll Financial Associates
North Carolina
$348K – – –
MWM
45
Madison Wealth Management
Ohio
$310K – – –
SCM
46
SOL Capital Management
Maryland
$299K -$41K -2,400 -12%
SFG
47
SNS Financial Group
Minnesota
$292K – – –
KCM
48
Kendall Capital Management
Maryland
$263K +$263K +15,405 New
CIC
49
Carnegie Investment Counsel
Ohio
$258K – – –
LPL Financial
50
LPL Financial
California
$257K -$5.08K -297 -2%
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