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Schwab Fundamental US Broad Market Index ETF
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Overview Fund Activity

143 hedge funds and large institutions have $284M invested in Schwab Fundamental US Broad Market Index ETF in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 39 increasing their positions, 49 reducing their positions, and 9 closing their positions.

Holders
143
Holders Change
+5
Holders Change %
+3.62%
% of All Funds
1.9%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
16
Increased
39
Reduced
49
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$9.65M
2
Morgan Stanley
2
Morgan Stanley
New York
$8.29M
3
VAF
3
Values Added Financial
District of Columbia
$1.06M
4
Goldman Sachs
4
Goldman Sachs
New York
$1.85M
5
AAS
5
Avantax Advisory Services
Texas
$309K

Top Sellers

1
SL
1
Systelligence LLC
Minnesota
$10.7M
2
SA
2
Sanctuary Advisors
Indiana
$755K
3
CPIG
3
Chicago Partners Investment Group
Illinois
$514K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$4.45M
5
CFO
5
CVA Family Office
Colorado
$3.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNC
26
First National Corp
Massachusetts
$1.98M +$99K +4,258 +5%
CGL
27
Clarius Group LLC
Washington
$1.98M -$19.3K -828 -1%
RCA
28
Resonant Capital Advisors
Wisconsin
$1.96M +$45.4K +1,951 +2%
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$1.94M -$26.1K -1,123 -1%
Goldman Sachs
30
Goldman Sachs
New York
$1.85M +$507K +21,797 +38%
YWM
31
Yoder Wealth Management
California
$1.78M -$20.6K -885 -1%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$1.69M +$69.2K +2,978 +4%
WANY
33
Wealthspire Advisors (New York)
New York
$1.65M – – –
FG
34
Foster Group
Iowa
$1.41M -$82.9K -3,564 -6%
JIR
35
James Investment Research
Ohio
$1.32M +$261K +11,218 +25%
MCM
36
MAI Capital Management
Ohio
$1.32M +$11.1K +477 +0.8%
CCM
37
Coldstream Capital Management
Washington
$1.26M -$118K -5,070 -9%
NHC
38
Nicholas Hoffman & Company
Georgia
$1.21M -$161K -6,903 -12%
MIA
39
Milestone Investment Advisors
Wisconsin
$1.21M -$44.9K -1,932 -4%
CFG
40
Cornerstone Financial Group
Nebraska
$1.2M +$1.2M +51,805 New
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$1.2M -$316K -13,581 -21%
BBHC
42
Brown Brothers Harriman & Co
New York
$1.19M – – –
Mariner
43
Mariner
Kansas
$1.18M +$139K +5,956 +13%
RTL
44
Red Tortoise LLC
Georgia
$1.07M +$1.93K +83 +0.2%
WFA
45
Wade Financial Advisory
California
$1.07M – – –
CWC
46
Carolinas Wealth Consulting
North Carolina
$1.07M +$5.05K +217 +0.5%
VAF
47
Values Added Financial
District of Columbia
$1.06M +$737K +31,678 +225%
QCG
48
Quadrant Capital Group
Ohio
$1.02M – – –
Osaic Holdings
49
Osaic Holdings
Arizona
$1.02M +$203K +8,727 +25%
Corient Private Wealth
50
Corient Private Wealth
Florida
$1M -$136 -6 -0%
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