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Schwab Fundamental US Broad Market Index ETF
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Overview Fund Activity

107 hedge funds and large institutions have $148M invested in Schwab Fundamental US Broad Market Index ETF in 2022 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 30 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
+18
Holders Change %
+20.22%
% of All Funds
1.73%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
24
Increased
30
Reduced
22
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$10.7M
2
CC
2
Callan Capital
California
$24.9M
3
Ameriprise
3
Ameriprise
Minnesota
$13.2M
4
RCA
4
Resonant Capital Advisors
Wisconsin
$1.47M
5
FNC
5
First National Corp
Massachusetts
$1.17M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$929K
2
Osaic Holdings
2
Osaic Holdings
Arizona
$517K
3
Jane Street
3
Jane Street
New York
$0
4
TAM
4
Townsend Asset Management
North Carolina
$2.98M
5
GFP
5
Guardian Financial Partners
California
$5.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
51
Osaic Holdings
Arizona
$517K -$1.61M -91,929 -76%
VNA
52
Valley National Advisers
Pennsylvania
$465K +$12.5K +687 +3%
Bank of America
53
Bank of America
North Carolina
$430K -$43.5K -2,478 -9%
TRCT
54
Tower Research Capital (TRC)
New York
$418K -$231K -13,161 -36%
Creative Planning
55
Creative Planning
Kansas
$415K +$415K +23,634 New
NA
56
NewEdge Advisors
Louisiana
$411K +$411K +25,350 New
CIC
57
Carnegie Investment Counsel
Ohio
$364K – – –
JIR
58
James Investment Research
Ohio
$360K +$109K +6,216 +43%
PA
59
PFG Advisors
Arizona
$347K +$347K +19,794 New
MWM
60
Madison Wealth Management
Ohio
$318K – – –
Lido Advisors
61
Lido Advisors
California
$312K +$1.74K +99 +0.6%
CIAS
62
Capital Investment Advisory Services
North Carolina
$297K – – –
FTUS
63
Flow Traders U.S.
New York
$293K +$64.2K +3,660 +28%
WRPWM
64
Werba Rubin Papier Wealth Management
California
$288K +$288K +16,416 New
AC
65
Avant Capital
Louisiana
$277K +$277K +15,801 New
GRP
66
Global Retirement Partners
California
$258K – – –
EWM
67
Empirical Wealth Management
Washington
$256K – – –
RWA
68
Redhawk Wealth Advisors
Minnesota
$237K – – –
TIM
69
Total Investment Management
Arizona
$236K +$1.11K +63 +0.5%
SFG
70
SNS Financial Group
Minnesota
$228K +$228K +12,978 New
KCM
71
Kendall Capital Management
Maryland
$223K -$10.5K -600 -4%
SWP
72
Stratos Wealth Partners
Ohio
$213K +$213K +12,135 New
CA
73
Crewe Advisors
Utah
$208K – – –
KHC
74
Koesten Hirschmann & Crabtree
Kansas
$132K +$132K +7,530 New
Rockefeller Capital Management
75
Rockefeller Capital Management
New York
$128K +$42K +2,400 +49%
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3
4 5