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Schwab Fundamental US Broad Market Index ETF
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Overview Fund Activity

91 hedge funds and large institutions have $93.4M invested in Schwab Fundamental US Broad Market Index ETF in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 29 reducing their positions, and 3 closing their positions.

Holders
91
Holders Change
+9
Holders Change %
+10.98%
% of All Funds
1.59%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
13
Increased
23
Reduced
29
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$14.3M
2
UBS Group
2
UBS Group
Switzerland
$2.68M
3
CCM
3
Coldstream Capital Management
Washington
$1.36M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.21M
5
TAM
5
Townsend Asset Management
North Carolina
$3.76M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$5.72M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$586K
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$2.63M
4
LRIA
4
Leonard Rickey Investment Advisors
Washington
$3.43M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$9.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
51
Carroll Financial Associates
North Carolina
$303K -$66.1K -3,651 -18%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$298K +$298K +16,464 New
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$283K +$283K +15,618 New
CIC
54
Carnegie Investment Counsel
Ohio
$280K +$5.72K +315 +2%
LPL Financial
55
LPL Financial
California
$276K +$3.7K +204 +1%
KCM
56
Kendall Capital Management
Maryland
$272K -$7.62K -420 -3%
EWM
57
Empirical Wealth Management
Washington
$270K – – –
SFG
58
SNS Financial Group
Minnesota
$267K -$43K -2,370 -14%
AA
59
Apriem Advisors
California
$250K – – –
SWP
60
Stratos Wealth Partners
Ohio
$247K – – –
CA
61
Crewe Advisors
Utah
$215K +$215K +11,844 New
Bank of America
62
Bank of America
North Carolina
$137K -$89.1K -4,893 -39%
Wells Fargo
63
Wells Fargo
California
$131K +$54 +3 +0%
FCM
64
Firestone Capital Management
Florida
$93K – – –
Rockefeller Capital Management
65
Rockefeller Capital Management
New York
$84K +$84K +4,650 New
CWM
66
Cedar Wealth Management
California
$79K -$49K -2,706 -38%
PA
67
Parallel Advisors
California
$54K – – –
HFA
68
Hoover Financial Advisors
Pennsylvania
$51K – – –
AF
69
Allworth Financial
California
$50K +$50K +2,742 New
GWS
70
Glassman Wealth Services
Virginia
$46K – – –
BWM
71
Baystate Wealth Management
Massachusetts
$45K +$163 +9 +0.4%
LF
72
Lee Financial
Texas
$44K – – –
SSB
73
Sandy Spring Bank
Maryland
$44K – – –
VCM
74
Versant Capital Management
Arizona
$44K +$162 +9 +0.4%
AA
75
Ancora Advisors
Ohio
$42K +$54 +3 +0.1%
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