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Schwab Fundamental US Broad Market Index ETF
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Overview Fund Activity

94 hedge funds and large institutions have $114M invested in Schwab Fundamental US Broad Market Index ETF in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 21 reducing their positions, and 9 closing their positions.

Holders
94
Holders Change
+3
Holders Change %
+3.3%
% of All Funds
1.45%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
15
Increased
27
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$22.4M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$3.05M
3
MCM
3
MAI Capital Management
Ohio
$774K
4
CFO
4
CVA Family Office
Colorado
$1.15M
5
SFMG
5
Sage Financial Management Group
Virginia
$658K

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$1.26M
2
BWA
2
Beam Wealth Advisors
Louisiana
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$444K
4
CFA
4
Carroll Financial Associates
North Carolina
$0
5
SCM
5
SOL Capital Management
Maryland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RTL
26
Red Tortoise LLC
Georgia
$881K 45,537 +42 +0.1%
SWM
27
SeaCrest Wealth Management
New York
$848K 43,839 +4,869 +12%
VCM
28
Vigilant Capital Management
Maine
$811K 41,910 -6,300 -13%
MCM
29
MAI Capital Management
Ohio
$774K 40,020 +40,020 New
BAM
30
Bellevue Asset Management
Washington
$737K 38,115 -3,270 -8%
JCIA
31
Jackson Creek Investment Advisors
Colorado
$733K 37,905 -5,205 -12%
HWM
32
HB Wealth Management
Georgia
$733K 37,863 +37,863 New
RPGK
33
Retirement Planning Group (Kansas)
Kansas
$729K 37,659 -1,254 -3%
LPL Financial
34
LPL Financial
California
$728K 37,614 -345 -0.9%
BDF
35
Balasa Dinverno & Foltz
$677K 17,976 -1,644 -8%
MG
36
Mather Group
Illinois
$661K 34,164 – –
SFMG
37
Sage Financial Management Group
Virginia
$658K 34,020 +34,020 New
WFA
38
Wade Financial Advisory
California
$655K 33,837 – –
SWA
39
SFMG Wealth Advisors
Texas
$642K 33,180 – –
AF
40
Advisornet Financial
Minnesota
$596K 30,804 -141 -0.5%
CAM
41
Cozad Asset Management
Illinois
$588K 30,399 – –
FG
42
Foster Group
Iowa
$569K 29,424 -5,391 -15%
FNC
43
First National Corp
Massachusetts
$515K 26,619 – –
VNA
44
Valley National Advisers
Pennsylvania
$480K 24,828 -66 -0.3%
MSFS
45
Main Street Financial Solutions
Pennsylvania
$474K 24,507 -456 -2%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$444K 22,932 -17,607 -43%
MML Investors Services
47
MML Investors Services
Massachusetts
$433K 22,377 +22,377 New
TIM
48
Total Investment Management
Arizona
$430K 22,230 +87 +0.4%
CIC
49
Carnegie Investment Counsel
Ohio
$401K 20,715 -105 -0.5%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$398K 20,592 +4,905 +31%
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