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Schwab Fundamental US Broad Market Index ETF
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Overview Fund Activity

89 hedge funds and large institutions have $117M invested in Schwab Fundamental US Broad Market Index ETF in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 34 increasing their positions, 24 reducing their positions, and 11 closing their positions.

Holders
89
Holders Change
-10
Holders Change %
-10.1%
% of All Funds
1.54%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
3
Increased
34
Reduced
24
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CC
1
Callan Capital
California
$20.4M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$5.01M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$5.51M
4
BBHC
4
Brown Brothers Harriman & Co
New York
$1M
5
CFO
5
CVA Family Office
Colorado
$3.23M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$10.4M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
UBS Group
3
UBS Group
Switzerland
$2.97M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$6.85M
5
FTUS
5
Flow Traders U.S.
New York
$205K
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
51
Madison Wealth Management
Ohio
$285K 6,042 – –
Lido Advisors
52
Lido Advisors
California
$278K 5,905 +1,213 +26%
CIAS
53
Capital Investment Advisory Services
North Carolina
$266K 5,653 – –
MSFS
54
Main Street Financial Solutions
Pennsylvania
$258K 5,471 -2,591 -32%
GRP
55
Global Retirement Partners
California
$258K 4,910 – –
EWM
56
Empirical Wealth Management
Washington
$229K 4,864 -650 -12%
JIR
57
James Investment Research
Ohio
$225K 4,777 +1,830 +62%
OBWG
58
Onyx Bridge Wealth Group
New York
$220K 4,611 -1,161 -20%
SJIA
59
St. James Investment Advisors
New York
$215K 4,565 -1,949 -30%
RWA
60
Redhawk Wealth Advisors
Minnesota
$212K 4,500 – –
TIM
61
Total Investment Management
Arizona
$211K 4,467 +21 +0.5%
KCM
62
Kendall Capital Management
Maryland
$209K 4,445 – –
FTUS
63
Flow Traders U.S.
New York
$205K 4,351 -14,099 -76%
CA
64
Crewe Advisors
Utah
$186K 3,948 – –
Wells Fargo
65
Wells Fargo
California
$114K 2,421 +1 +0%
CWM
66
Cedar Wealth Management
California
$85K 1,813 +1,083 +148%
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$77K 1,639 +55 +3%
BWM
68
Baystate Wealth Management
Massachusetts
$40K 850 +5 +0.6%
LF
69
Lee Financial
Texas
$38K 815 – –
S
70
SignatureFD
Georgia
$35K 742 – –
AA
71
Ancora Advisors
Ohio
$32K 680 +1 +0.1%
SSB
72
Sandy Spring Bank
Maryland
$28K 600 – –
Fidelity Investments
73
Fidelity Investments
Massachusetts
$26K 557 – –
PA
74
Parallel Advisors
California
$24K 500 – –
MPWT
75
MassMutual Private Wealth & Trust
Connecticut
$24K 519 +21 +4%
1 2
3
4 5