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Schwab Fundamental US Broad Market Index ETF
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Overview Fund Activity

78 hedge funds and large institutions have $57.7M invested in Schwab Fundamental US Broad Market Index ETF in 2020 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
+8
Holders Change %
+11.43%
% of All Funds
1.38%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
11
Increased
21
Reduced
18
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FTUS
1
Flow Traders U.S.
New York
$3.45M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$1.69M
3
OWM
3
Opes Wealth Management
California
$7.35M
4
CGL
4
Clarius Group LLC
Washington
$1.07M
5
CIC
5
Carnegie Investment Counsel
Ohio
$226K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$380K
2
VCM
2
Vigilant Capital Management
Maine
$0
3
HighTower Advisors
3
HighTower Advisors
Illinois
$7.84M
4
AIP
4
Almanack Investment Partners
Pennsylvania
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$44K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
51
Bank of America
North Carolina
$190K -$224 -15 -0.1%
UBS Group
52
UBS Group
Switzerland
$181K – – –
CWM
53
Cedar Wealth Management
California
$106K – – –
Wells Fargo
54
Wells Fargo
California
$102K -$850 -57 -0.8%
FCM
55
Firestone Capital Management
Florida
$77K – – –
PS
56
Planned Solutions
California
$74K – – –
PWM
57
Perigon Wealth Management
California
$49K +$49K +3,285 New
PA
58
Parallel Advisors
California
$45K – – –
HFA
59
Hoover Financial Advisors
Pennsylvania
$45K – – –
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$44K -$243K -16,242 -85%
GWS
61
Glassman Wealth Services
Virginia
$38K – – –
LF
62
Lee Financial
Texas
$37K – – –
BWM
63
Baystate Wealth Management
Massachusetts
$37K +$180 +12 +0.5%
SSB
64
Sandy Spring Bank
Maryland
$36K – – –
VCM
65
Versant Capital Management
Arizona
$36K +$222 +15 +0.6%
AA
66
Ancora Advisors
Ohio
$35K +$45 +3 +0.1%
S
67
SignatureFD
Georgia
$33K – – –
NFG
68
Next Financial Group
Texas
$24K – – –
CWA
69
Core Wealth Advisors
Florida
$24K – – –
MPWT
70
MassMutual Private Wealth & Trust
Connecticut
$18K – – –
Fidelity Investments
71
Fidelity Investments
Massachusetts
$18K – – –
CAPTRUST Financial Advisors
72
CAPTRUST Financial Advisors
North Carolina
$15K +$15K +1,023 New
JPLA
73
Joseph P. Lucia & Associates
New York
$12K +$12K +780 New
IA
74
IFP Advisors
Florida
$5K – – –
FCH
75
Freestone Capital Holdings
Washington
$1.3K – – –
1 2
3
4