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Schwab Fundamental US Broad Market Index ETF
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Overview Fund Activity

94 hedge funds and large institutions have $114M invested in Schwab Fundamental US Broad Market Index ETF in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 21 reducing their positions, and 9 closing their positions.

Holders
94
Holders Change
+3
Holders Change %
+3.3%
% of All Funds
1.45%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
15
Increased
27
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$22.4M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$3.05M
3
MCM
3
MAI Capital Management
Ohio
$774K
4
CFO
4
CVA Family Office
Colorado
$1.15M
5
SFMG
5
Sage Financial Management Group
Virginia
$658K

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$1.26M
2
BWA
2
Beam Wealth Advisors
Louisiana
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$444K
4
CFA
4
Carroll Financial Associates
North Carolina
$0
5
SCM
5
SOL Capital Management
Maryland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SJIA
51
St. James Investment Advisors
New York
$394K 6,784 +6,784 New
MWM
52
Madison Wealth Management
Ohio
$351K 6,042 – –
SWM
53
Spire Wealth Management
Virginia
$351K 6,051 +5,986 +9,209%
TRCT
54
Tower Research Capital (TRC)
New York
$342K 5,890 +4 +0.1%
CIAS
55
Capital Investment Advisory Services
North Carolina
$324K 5,575 +5,575 New
TIM
56
Tevis Investment Management
Texas
$324K 5,603 +5,603 New
KCM
57
Kendall Capital Management
Maryland
$290K 4,995 – –
EWM
58
Empirical Wealth Management
Washington
$282K 4,864 – –
SWP
59
Stratos Wealth Partners
Ohio
$273K 4,698 +150 +3%
Lido Advisors
60
Lido Advisors
California
$269K 4,651 +4,651 New
AA
61
Apriem Advisors
California
$267K 4,600 – –
SFG
62
SNS Financial Group
Minnesota
$265K 4,566 – –
RWA
63
Redhawk Wealth Advisors
Minnesota
$261K 4,500 – –
AC
64
Avant Capital
Louisiana
$239K 4,122 +4,122 New
CA
65
Crewe Advisors
Utah
$229K 3,948 – –
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$215K 3,708 +3,708 New
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$209K 3,593 -1,017 -22%
RK
68
Rather & Kittrell
Tennessee
$194K 3,530 +3,530 New
Wells Fargo
69
Wells Fargo
California
$141K 2,421 – –
WTA
70
Washington Trust Advisors
Massachusetts
$102K 1,763 +1,763 New
Rockefeller Capital Management
71
Rockefeller Capital Management
New York
$89K 1,550 – –
Bank of America
72
Bank of America
North Carolina
$86K 1,496 – –
CWM
73
Cedar Wealth Management
California
$84K 1,454 – –
Koshinski Asset Management
74
Koshinski Asset Management
Illinois
$65.9K 1,136 – –
PA
75
Parallel Advisors
California
$58K 1,000 – –
1 2
3
4 5