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Schwab Fundamental US Broad Market Index ETF
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Overview Fund Activity

138 hedge funds and large institutions have $279M invested in Schwab Fundamental US Broad Market Index ETF in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 60 increasing their positions, 31 reducing their positions, and 7 closing their positions.

Holders
138
Holders Change
+5
Holders Change %
+3.76%
% of All Funds
2%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
13
Increased
60
Reduced
31
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$8.05M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$13.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$7.52M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$741K
5
SA
5
Sanctuary Advisors
Indiana
$755K

Top Sellers

1
GFP
1
Guardian Financial Partners
California
$4.45M
2
BA
2
Brightwater Advisory
Florida
$7.54M
3
HWA
3
HHM Wealth Advisors
Tennessee
$2.38M
4
VNA
4
Valley National Advisers
Pennsylvania
$166K
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$1.98M -$129K -5,511 -6%
RCA
27
Resonant Capital Advisors
Wisconsin
$1.93M -$33K -1,407 -2%
MML Investors Services
28
MML Investors Services
Massachusetts
$1.92M +$24.3K +1,035 +1%
FNC
29
First National Corp
Massachusetts
$1.9M +$193K +8,235 +11%
YWM
30
Yoder Wealth Management
California
$1.81M +$1.06K +45 +0.1%
WANY
31
Wealthspire Advisors (New York)
New York
$1.66M – – –
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$1.64M +$8.87K +378 +0.5%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$1.53M -$70.2K -2,994 -4%
FG
34
Foster Group
Iowa
$1.51M +$33.3K +1,419 +2%
CCM
35
Coldstream Capital Management
Washington
$1.39M +$39.6K +1,689 +3%
NHC
36
Nicholas Hoffman & Company
Georgia
$1.38M +$132K +5,625 +11%
Goldman Sachs
37
Goldman Sachs
New York
$1.35M – – –
MCM
38
MAI Capital Management
Ohio
$1.32M +$1.34K +57 +0.1%
MIA
39
Milestone Investment Advisors
Wisconsin
$1.26M -$77.4K -3,300 -6%
BBHC
40
Brown Brothers Harriman & Co
New York
$1.2M – – –
WFA
41
Wade Financial Advisory
California
$1.08M -$22.2K -945 -2%
RTL
42
Red Tortoise LLC
Georgia
$1.08M +$8.02K +342 +0.7%
CWC
43
Carolinas Wealth Consulting
North Carolina
$1.08M +$9.43K +402 +0.9%
JIR
44
James Investment Research
Ohio
$1.07M +$62.7K +2,673 +6%
Mariner
45
Mariner
Kansas
$1.05M +$179K +7,632 +21%
QCG
46
Quadrant Capital Group
Ohio
$1.03M – – –
SWM
47
SeaCrest Wealth Management
New York
$1.02M +$79.5K +3,390 +8%
Creative Planning
48
Creative Planning
Kansas
$995K -$21.7K -924 -2%
AF
49
Advisornet Financial
Minnesota
$990K +$7.11K +303 +0.7%
GA
50
GSG Advisors
New Jersey
$980K +$3.01K +129 +0.3%
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