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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 $93.2M invested in Schwab Fundamental US Broad Market Index ETF in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
–
Holders Change %
0%
% of All Funds
1.6%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
24
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$2.81M
2
Ameriprise
2
Ameriprise
Minnesota
$15.9M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$6.19M
4
FTUS
4
Flow Traders U.S.
New York
$512K
5
LPL Financial
5
LPL Financial
California
$678K

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
OWM
3
Opes Wealth Management
California
$7.32M
4
SFMG
4
Sage Financial Management Group
Virginia
$0
5
CIAS
5
CFS Investment Advisory Services
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$280K +$1.23K +69 +0.4%
KCM
52
Kendall Capital Management
Maryland
$268K – – –
EWM
53
Empirical Wealth Management
Washington
$261K -$5.63K -315 -2%
CFO
54
CVA Family Office
Colorado
$256K -$232K -18,264 -48%
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$247K -$47K -2,634 -16%
AA
56
Apriem Advisors
California
$246K – – –
SFG
57
SNS Financial Group
Minnesota
$245K -$18.2K -1,020 -7%
SWP
58
Stratos Wealth Partners
Ohio
$244K – – –
RWA
59
Redhawk Wealth Advisors
Minnesota
$241K +$241K +13,500 New
CA
60
Crewe Advisors
Utah
$211K – – –
Wells Fargo
61
Wells Fargo
California
$129K – – –
FCM
62
Firestone Capital Management
Florida
$93K – – –
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
$83K – – –
Bank of America
64
Bank of America
North Carolina
$80K -$54.1K -3,036 -40%
CWM
65
Cedar Wealth Management
California
$78K – – –
Koshinski Asset Management
66
Koshinski Asset Management
Illinois
$60.8K +$60.8K +3,408 New
PA
67
Parallel Advisors
California
$54K – – –
AF
68
Allworth Financial
California
$49K – – –
GWS
69
Glassman Wealth Services
Virginia
$46K – – –
BWM
70
Baystate Wealth Management
Massachusetts
$45K +$216 +12 +0.5%
LF
71
Lee Financial
Texas
$44K – – –
SSB
72
Sandy Spring Bank
Maryland
$43K – – –
AA
73
Ancora Advisors
Ohio
$42K +$54 +3 +0.1%
S
74
SignatureFD
Georgia
$40K – – –
KA
75
Kozak & Associates
Colorado
$31K +$31K +1,617 New
1 2
3
4