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Schwab Fundamental US Broad Market Index ETF
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Overview Fund Activity

91 hedge funds and large institutions have $93.4M invested in Schwab Fundamental US Broad Market Index ETF in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 29 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
+9
Holders Change %
+10.98%
% of All Funds
1.59%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
13
Increased
23
Reduced
29
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$14.3M
2
UBS Group
2
UBS Group
Switzerland
$2.68M
3
CCM
3
Coldstream Capital Management
Washington
$1.36M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.21M
5
TAM
5
Townsend Asset Management
North Carolina
$3.76M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$5.72M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$586K
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$2.63M
4
LRIA
4
Leonard Rickey Investment Advisors
Washington
$3.43M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$9.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
26
SeaCrest Wealth Management
New York
$768K -$51.9K -2,862 -6%
HCIA
27
Hochman Cole Investment Advisors
Illinois
$768K -$19.3K -1,065 -2%
MWM
28
MorganRosel Wealth Management
Colorado
$767K +$25.3K +1,398 +3%
BDF
29
Balasa Dinverno & Foltz
$728K -$11.2K -321 -2%
SFMG
30
Sage Financial Management Group
Virginia
$715K – – –
CIAS
31
CFS Investment Advisory Services
New Jersey
$715K +$715K +39,435 New
RPGK
32
Retirement Planning Group (Kansas)
Kansas
$703K -$39.1K -2,157 -5%
Morgan Stanley
33
Morgan Stanley
New York
$697K -$653 -36 -0.1%
CFO
34
CVA Family Office
Colorado
$696K +$209K +11,535 +43%
HB
35
Homrich & Berg
Georgia
$686K – – –
MG
36
Mather Group
Illinois
$683K -$125K -6,915 -16%
FG
37
Foster Group
Iowa
$628K +$2.45K +135 +0.4%
SWA
38
SFMG Wealth Advisors
Texas
$619K – – –
WFA
39
Wade Financial Advisory
California
$613K – – –
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$586K -$1.36M -75,060 -70%
AF
41
Advisornet Financial
Minnesota
$558K -$24.9K -1,377 -4%
CAM
42
Cozad Asset Management
Illinois
$551K – – –
BWA
43
Beam Wealth Advisors
Louisiana
$541K +$45.9K +2,529 +9%
FNC
44
First National Corp
Massachusetts
$492K +$170K +14,091 +53%
VNA
45
Valley National Advisers
Pennsylvania
$470K – – –
MSFS
46
Main Street Financial Solutions
Pennsylvania
$452K – – –
TIM
47
Total Investment Management
Arizona
$373K +$373K +20,571 New
MWM
48
Madison Wealth Management
Ohio
$329K – – –
TRCT
49
Tower Research Capital (TRC)
New York
$320K +$320K +17,649 New
SCM
50
SOL Capital Management
Maryland
$307K -$10.9K -600 -3%
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