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Schwab Fundamental US Broad Market Index ETF
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Overview Fund Activity

99 hedge funds and large institutions have $127M invested in Schwab Fundamental US Broad Market Index ETF in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 39 increasing their positions, 22 reducing their positions, and 6 closing their positions.

Holders
99
Holders Change
+4
Holders Change %
+4.21%
% of All Funds
1.67%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
39
Reduced
22
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CC
1
Callan Capital
California
$14.9M
2
RJA
2
Raymond James & Associates
Florida
$2.08M
3
Citadel Advisors
3
Citadel Advisors
Florida
$985K
4
WFA
4
Wade Financial Advisory
California
$1.45M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$3.39M

Top Sellers

1
TF
1
Trek Financial
Arizona
$0
2
FTUS
2
Flow Traders U.S.
New York
$927K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$399K
4
SWM
4
Spire Wealth Management
Virginia
$9K
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SJIA
51
St. James Investment Advisors
New York
$327K 6,514 -850 -12%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$307K 6,115 -1,284 -17%
MWM
53
Madison Wealth Management
Ohio
$303K 6,042 – –
OBWG
54
Onyx Bridge Wealth Group
New York
$299K 5,772 +5,772 New
CIAS
55
Capital Investment Advisory Services
North Carolina
$284K 5,653 +78 +1%
EWM
56
Empirical Wealth Management
Washington
$277K 5,514 – –
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$252K 5,018 +1,160 +30%
GRP
58
Global Retirement Partners
California
$247K 4,910 – –
Lido Advisors
59
Lido Advisors
California
$235K 4,692 +24 +0.5%
TRCT
60
Tower Research Capital (TRC)
New York
$235K 4,674 +1,244 +36%
SFG
61
SNS Financial Group
Minnesota
$229K 4,566 – –
RWA
62
Redhawk Wealth Advisors
Minnesota
$226K 4,500 – –
TIM
63
Total Investment Management
Arizona
$223K 4,446 -2,985 -40%
KCM
64
Kendall Capital Management
Maryland
$223K 4,445 -550 -11%
AA
65
Apriem Advisors
California
$212K 4,225 -375 -8%
AC
66
Avant Capital
Louisiana
$209K 4,152 +18 +0.4%
SWP
67
Stratos Wealth Partners
Ohio
$204K 4,056 – –
CA
68
Crewe Advisors
Utah
$198K 3,948 – –
JIR
69
James Investment Research
Ohio
$148K 2,947 +2,679 +1,000%
Wells Fargo
70
Wells Fargo
California
$122K 2,420 -1 -0%
Rockefeller Capital Management
71
Rockefeller Capital Management
New York
$79K 1,584 +34 +2%
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$57K 1,128 +1,128 New
AF
73
Allworth Financial
California
$46K 914 – –
Citigroup
74
Citigroup
New York
$44K 867 +867 New
BWM
75
Baystate Wealth Management
Massachusetts
$42K 845 +5 +0.6%
1 2
3
4 5