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Schwab Fundamental US Broad Market Index ETF
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Overview Fund Activity

95 hedge funds and large institutions have $131M invested in Schwab Fundamental US Broad Market Index ETF in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 40 increasing their positions, 20 reducing their positions, and 3 closing their positions.

Holders
95
Holders Change
+1
Holders Change %
+1.06%
% of All Funds
1.5%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
40
Reduced
20
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TF
1
Trek Financial
Arizona
$5.46M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$4.72M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.94M
4
CFO
4
CVA Family Office
Colorado
$2.46M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$1.7M

Top Sellers

1
JCIA
1
Jackson Creek Investment Advisors
Colorado
$0
2
TIM
2
Tevis Investment Management
Texas
$0
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$2.98M
4
CC
4
Callan Capital
California
$3.07M
5
TRCT
5
Tower Research Capital (TRC)
New York
$198K
Name Holding Trade Value Shares
Change 		Shares
Change %
FNC
51
First National Corp
Massachusetts
$423K -$89.5K -4,650 -17%
Bank of America
52
Bank of America
North Carolina
$412K +$326K +16,926 +377%
CIC
53
Carnegie Investment Counsel
Ohio
$399K – – –
SWM
54
Spire Wealth Management
Virginia
$351K +$1.33K +69 +0.4%
MWM
55
Madison Wealth Management
Ohio
$349K – – –
CIAS
56
Capital Investment Advisory Services
North Carolina
$322K – – –
EWM
57
Empirical Wealth Management
Washington
$318K +$37.5K +1,950 +13%
KCM
58
Kendall Capital Management
Maryland
$288K – – –
Lido Advisors
59
Lido Advisors
California
$269K +$980 +51 +0.4%
AA
60
Apriem Advisors
California
$266K – – –
SFG
61
SNS Financial Group
Minnesota
$264K – – –
GRP
62
Global Retirement Partners
California
$262K +$262K +14,730 New
RWA
63
Redhawk Wealth Advisors
Minnesota
$260K – – –
AC
64
Avant Capital
Louisiana
$239K +$694 +36 +0.3%
SWP
65
Stratos Wealth Partners
Ohio
$234K -$37K -1,926 -14%
CA
66
Crewe Advisors
Utah
$228K – – –
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$223K +$15.3K +795 +7%
Cetera Investment Advisers
68
Cetera Investment Advisers
Illinois
$204K -$9.98K -519 -5%
RK
69
Rather & Kittrell
Tennessee
$203K – – –
TRCT
70
Tower Research Capital (TRC)
New York
$198K -$142K -7,380 -42%
Wells Fargo
71
Wells Fargo
California
$140K – – –
WTA
72
Washington Trust Advisors
Massachusetts
$102K – – –
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$89K – – –
Koshinski Asset Management
74
Koshinski Asset Management
Illinois
$65.6K – – –
CWM
75
Cedar Wealth Management
California
$64K -$20.1K -1,041 -24%
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