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Schwab Fundamental US Broad Market Index ETF
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Overview Fund Activity

133 hedge funds and large institutions have $254M invested in Schwab Fundamental US Broad Market Index ETF in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 45 increasing their positions, 37 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
+7
Holders Change %
+5.56%
% of All Funds
1.93%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
14
Increased
45
Reduced
37
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BA
1
Brightwater Advisory
Florida
$7.77M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$7.49M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.87M
4
MA
4
Mezzasalma Advisors
New Jersey
$1.82M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$10.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.71M
2
FTUS
2
Flow Traders U.S.
New York
$0
3
LPL Financial
3
LPL Financial
California
$5.07M
4
EWP
4
Elevation Wealth Partners
California
$788K
5
HighTower Advisors
5
HighTower Advisors
Illinois
$14M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCA
26
Resonant Capital Advisors
Wisconsin
$1.86M – – –
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$1.83M -$60.5K -2,739 -3%
MA
28
Mezzasalma Advisors
New Jersey
$1.82M +$1.45M +65,517 +385%
RJA
29
Raymond James & Associates
Florida
$1.78M +$29.6K +1,341 +2%
YWM
30
Yoder Wealth Management
California
$1.73M +$3.31K +150 +0.2%
Bank of America
31
Bank of America
North Carolina
$1.58M +$388K +17,547 +32%
WANY
32
Wealthspire Advisors (New York)
New York
$1.56M – – –
FNC
33
First National Corp
Massachusetts
$1.51M – – –
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$1.45M +$124K +5,622 +9%
KFS
35
Kaizen Financial Strategies
California
$1.42M +$83.8K +3,795 +6%
FG
36
Foster Group
Iowa
$1.34M +$122K +5,502 +10%
CCM
37
Coldstream Capital Management
Washington
$1.27M +$8.15K +369 +0.6%
MCM
38
MAI Capital Management
Ohio
$1.24M +$401K +18,153 +48%
NHC
39
Nicholas Hoffman & Company
Georgia
$1.16M +$319K +14,442 +38%
BBHC
40
Brown Brothers Harriman & Co
New York
$1.13M – – –
CWC
41
Carolinas Wealth Consulting
North Carolina
$1.07M +$4.44K +201 +0.4%
WFA
42
Wade Financial Advisory
California
$1.05M – – –
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$1.03M +$652K +29,508 +170%
RTL
44
Red Tortoise LLC
Georgia
$1.01M +$3.58K +162 +0.4%
Osaic Holdings
45
Osaic Holdings
Arizona
$984K +$175K +7,929 +22%
QCG
46
Quadrant Capital Group
Ohio
$971K – – –
Creative Planning
47
Creative Planning
Kansas
$914K +$85.7K +3,882 +10%
GA
48
GSG Advisors
New Jersey
$911K +$6.42K +294 +0.7%
MWM
49
MorganRosel Wealth Management
Colorado
$896K -$108K -4,911 -11%
SWM
50
SeaCrest Wealth Management
New York
$879K -$115K -5,223 -12%
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