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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 $93.2M invested in Schwab Fundamental US Broad Market Index ETF in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
–
Holders Change %
0%
% of All Funds
1.6%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
24
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$2.81M
2
Ameriprise
2
Ameriprise
Minnesota
$15.9M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$6.19M
4
FTUS
4
Flow Traders U.S.
New York
$512K
5
LPL Financial
5
LPL Financial
California
$678K

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
OWM
3
Opes Wealth Management
California
$7.32M
4
SFMG
4
Sage Financial Management Group
Virginia
$0
5
CIAS
5
CFS Investment Advisory Services
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$724K +$146K +8,184 +25%
RTL
27
Red Tortoise LLC
Georgia
$715K +$715K +45,495 New
HCIA
28
Hochman Cole Investment Advisors
Illinois
$713K -$43.5K -2,436 -6%
SWM
29
SeaCrest Wealth Management
New York
$696K -$61.1K -3,420 -8%
RPGK
30
Retirement Planning Group (Kansas)
Kansas
$695K +$1.88K +105 +0.3%
BDF
31
Balasa Dinverno & Foltz
$679K -$45.6K -1,317 -6%
LPL Financial
32
LPL Financial
California
$678K +$406K +22,722 +149%
HB
33
Homrich & Berg
Georgia
$676K – – –
FG
34
Foster Group
Iowa
$621K +$2.78K +156 +0.5%
MG
35
Mather Group
Illinois
$610K -$62.4K -3,495 -9%
WFA
36
Wade Financial Advisory
California
$604K – – –
SWA
37
SFMG Wealth Advisors
Texas
$592K -$17.5K -981 -3%
AF
38
Advisornet Financial
Minnesota
$552K +$2.41K +135 +0.4%
CAM
39
Cozad Asset Management
Illinois
$543K – – –
BWA
40
Beam Wealth Advisors
Louisiana
$539K +$6.32K +354 +1%
FTUS
41
Flow Traders U.S.
New York
$512K +$512K +28,665 New
FNC
42
First National Corp
Massachusetts
$475K -$251K -14,091 -35%
MSFS
43
Main Street Financial Solutions
Pennsylvania
$446K – – –
VNA
44
Valley National Advisers
Pennsylvania
$444K -$18.4K -1,029 -4%
TIM
45
Total Investment Management
Arizona
$395K +$28K +1,572 +8%
CIC
46
Carnegie Investment Counsel
Ohio
$372K +$96.5K +5,400 +35%
MWM
47
Madison Wealth Management
Ohio
$324K – – –
TRCT
48
Tower Research Capital (TRC)
New York
$315K +$161 +9 +0.1%
CFA
49
Carroll Financial Associates
North Carolina
$298K – – –
SCM
50
SOL Capital Management
Maryland
$291K -$10.7K -600 -4%
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