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Schwab Fundamental US Broad Market Index ETF
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Overview Fund Activity

95 hedge funds and large institutions have $131M invested in Schwab Fundamental US Broad Market Index ETF in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 40 increasing their positions, 20 reducing their positions, and 3 closing their positions.

Holders
95
Holders Change
+1
Holders Change %
+1.06%
% of All Funds
1.5%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
40
Reduced
20
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TF
1
Trek Financial
Arizona
$5.46M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$4.72M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.94M
4
CFO
4
CVA Family Office
Colorado
$2.46M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$1.7M

Top Sellers

1
JCIA
1
Jackson Creek Investment Advisors
Colorado
$0
2
TIM
2
Tevis Investment Management
Texas
$0
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$2.98M
4
CC
4
Callan Capital
California
$3.07M
5
TRCT
5
Tower Research Capital (TRC)
New York
$198K
Name Holding Trade Value Shares
Change 		Shares
Change %
QCG
26
Quadrant Capital Group
Ohio
$954K – – –
CWC
27
Carolinas Wealth Consulting
North Carolina
$897K +$3.41K +177 +0.4%
RTL
28
Red Tortoise LLC
Georgia
$877K +$347 +18 +0%
FG
29
Foster Group
Iowa
$856K +$290K +15,045 +51%
MWM
30
MorganRosel Wealth Management
Colorado
$827K -$60.2K -3,129 -7%
Chevy Chase Trust
31
Chevy Chase Trust
Maryland
$825K -$99.4K -5,160 -11%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$809K +$367K +19,080 +83%
MCM
33
MAI Capital Management
Ohio
$771K +$635 +33 +0.1%
HWM
34
HB Wealth Management
Georgia
$738K +$9.3K +483 +1%
VCM
35
Vigilant Capital Management
Maine
$731K -$75.6K -3,930 -9%
RPGK
36
Retirement Planning Group (Kansas)
Kansas
$726K +$1.21K +63 +0.2%
WFA
37
Wade Financial Advisory
California
$685K +$33.8K +1,758 +5%
BAM
38
Bellevue Asset Management
Washington
$684K -$56.9K -2,925 -8%
SFMG
39
Sage Financial Management Group
Virginia
$679K +$23.7K +1,230 +4%
AF
40
Advisornet Financial
Minnesota
$646K +$53.2K +2,766 +9%
BDF
41
Balasa Dinverno & Foltz
$640K +$320K +17,964 +100%
SWA
42
SFMG Wealth Advisors
Texas
$639K – – –
MG
43
Mather Group
Illinois
$627K -$30.7K -1,593 -5%
RJA
44
Raymond James & Associates
Florida
$594K +$594K +30,867 New
CAM
45
Cozad Asset Management
Illinois
$568K -$16.7K -867 -3%
VNA
46
Valley National Advisers
Pennsylvania
$489K +$10.9K +564 +2%
MSFS
47
Main Street Financial Solutions
Pennsylvania
$466K -$6.19K -321 -1%
TIM
48
Total Investment Management
Arizona
$429K +$1.21K +63 +0.3%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$427K +$30.9K +1,605 +8%
SJIA
50
St. James Investment Advisors
New York
$425K +$33.5K +1,740 +9%
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