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Schwab Fundamental US Broad Market Index ETF
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Overview Fund Activity

70 hedge funds and large institutions have $46.1M invested in Schwab Fundamental US Broad Market Index ETF in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 29 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+1
Holders Change %
+1.45%
% of All Funds
1.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
11
Reduced
29
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OWM
1
Opes Wealth Management
California
$5.87M
2
MG
2
Mather Group
Illinois
$567K
3
CGL
3
Clarius Group LLC
Washington
$527K
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$954K
5
TIM
5
Total Investment Management
Arizona
$254K

Top Sellers

1
Chevy Chase Trust
1
Chevy Chase Trust
Maryland
$429K
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$244K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.59M
4
AIP
4
Almanack Investment Partners
Pennsylvania
$422K
5
WAM
5
Wealthspire Advisors (Maryland)
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FCM
51
Firestone Capital Management
Florida
$66K – – –
PS
52
Planned Solutions
California
$63K +$63K +4,947 New
PA
53
Parallel Advisors
California
$38K -$24.7K -1,950 -39%
HFA
54
Hoover Financial Advisors
Pennsylvania
$36K – – –
GWS
55
Glassman Wealth Services
Virginia
$32K – – –
LF
56
Lee Financial
Texas
$31K – – –
SSB
57
Sandy Spring Bank
Maryland
$31K – – –
BWM
58
Baystate Wealth Management
Massachusetts
$31K +$265 +21 +0.9%
VCM
59
Versant Capital Management
Arizona
$30K -$2.69K -216 -8%
AA
60
Ancora Advisors
Ohio
$29K -$1.01K -81 -3%
S
61
SignatureFD
Georgia
$28K +$267 +21 +1%
NFG
62
Next Financial Group
Texas
$21K +$21K +1,617 New
CWA
63
Core Wealth Advisors
Florida
$20K +$20K +1,587 New
MPWT
64
MassMutual Private Wealth & Trust
Connecticut
$16K – – –
Fidelity Investments
65
Fidelity Investments
Massachusetts
$15K – – –
IA
66
IFP Advisors
Florida
$5K – – –
FCH
67
Freestone Capital Holdings
Washington
$1.11K +$1.11K +87 New
FRA
68
Front Row Advisors
California
$1K – – –
SIAS
69
Shine Investment Advisory Services
Colorado
$1K – – –
WAM
70
Wealthspire Advisors (Maryland)
Maryland
– -$827K -68,445 Closed
PIMG
71
Patriot Investment Management Group
Tennessee
– -$71.6K -5,922 Closed
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
– -$44K -3,618 Closed
FANJ
73
Financial Architects (New Jersey)
New Jersey
– -$32K -2,613 Closed
EWM
74
Edge Wealth Management
New York
– -$14K -1,125 Closed
JPLA
75
Joseph P. Lucia & Associates
New York
– -$9K -780 Closed
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