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Schwab Fundamental US Broad Market Index ETF
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Overview Fund Activity

69 hedge funds and large institutions have $53.9M invested in Schwab Fundamental US Broad Market Index ETF in 2020 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 32 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
-2
Holders Change %
-2.82%
% of All Funds
1.42%
Holding in Top 10
–
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
16
Reduced
32
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.49M
2
QCG
2
Quadrant Capital Group
Ohio
$718K
3
FTUS
3
Flow Traders U.S.
New York
$668K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$3.63M
5
CAM
5
Cozad Asset Management
Illinois
$367K

Top Sellers

1
OWM
1
Opes Wealth Management
California
$3.66M
2
CMO
2
Covenant Multifamily Offices
Texas
$2.17M
3
Chevy Chase Trust
3
Chevy Chase Trust
Maryland
$3.68M
4
CC
4
Callan Capital
California
$2.26M
5
SSWM
5
Sheets Smith Wealth Management
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
51
Parallel Advisors
California
$59K – – –
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$44K – – –
HFA
53
Hoover Financial Advisors
Pennsylvania
$34K +$34K +2,838 New
FANJ
54
Financial Architects (New Jersey)
New Jersey
$32K -$294 -24 -0.9%
VCM
55
Versant Capital Management
Arizona
$31K -$4K -339 -11%
GWS
56
Glassman Wealth Services
Virginia
$31K – – –
LF
57
Lee Financial
Texas
$30K – – –
SSB
58
Sandy Spring Bank
Maryland
$29K – – –
AA
59
Ancora Advisors
Ohio
$29K +$73 +6 +0.3%
BWM
60
Baystate Wealth Management
Massachusetts
$29K +$143 +12 +0.5%
S
61
SignatureFD
Georgia
$26K -$10.7K -900 -29%
MPWT
62
MassMutual Private Wealth & Trust
Connecticut
$15K – – –
EWM
63
Edge Wealth Management
New York
$14K -$10.1K -810 -42%
Fidelity Investments
64
Fidelity Investments
Massachusetts
$14K +$14K +1,176 +39,200%
JPLA
65
Joseph P. Lucia & Associates
New York
$9K – – –
IA
66
IFP Advisors
Florida
$4K – – –
FRA
67
Front Row Advisors
California
$1K – – –
SIAS
68
Shine Investment Advisory Services
Colorado
$1K – – –
SSWM
69
Sheets Smith Wealth Management
North Carolina
– -$1.72M -167,574 Closed
Jane Street
70
Jane Street
New York
– -$1.14M -111,402 Closed
TPW
71
Tiller Private Wealth
Pennsylvania
– -$835K -81,570 Closed
WANY
72
Wealthspire Advisors (New York)
New York
– -$725K -70,845 Closed
EWM
73
Empirical Wealth Management
Washington
– -$239K -23,376 Closed
NFG
74
Next Financial Group
Texas
– -$31K -2,985 Closed
BMM
75
Berkshire Money Management
Massachusetts
– -$15K -1,446 Closed
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