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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 $151M invested in Schwab Fundamental US Broad Market Index ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 38 increasing their positions, 26 reducing their positions, and 8 closing their positions.

Holders
107
Holders Change
–
Holders Change %
0%
% of All Funds
1.71%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
10
Increased
38
Reduced
26
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.56M
2
Morgan Stanley
2
Morgan Stanley
New York
$2.92M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.34M
4
QA
4
Quantitative Advantage
Minnesota
$326K
5
OWM
5
Opes Wealth Management
California
$8.25M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$4.65M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$1.25M
3
RJA
3
Raymond James & Associates
Florida
$922K
4
GFP
4
Guardian Financial Partners
California
$5.13M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$1.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
Corient Private Wealth
51
Corient Private Wealth
Florida
$577K – – –
Chevy Chase Trust
52
Chevy Chase Trust
Maryland
$559K -$28.1K -1,560 -5%
MG
53
Mather Group
Illinois
$550K – – –
Bank of America
54
Bank of America
North Carolina
$549K +$107K +5,922 +24%
SFMG
55
Sage Financial Management Group
Virginia
$540K -$44.4K -2,463 -8%
JIR
56
James Investment Research
Ohio
$537K +$166K +9,204 +45%
CAM
57
Cozad Asset Management
Illinois
$519K -$20K -1,110 -4%
VNA
58
Valley National Advisers
Pennsylvania
$459K -$4.8K -264 -1%
Creative Planning
59
Creative Planning
Kansas
$427K +$433 +24 +0.1%
PA
60
PFG Advisors
Arizona
$357K – – –
CIC
61
Carnegie Investment Counsel
Ohio
$356K -$18.9K -1,050 -5%
MWM
62
Madison Wealth Management
Ohio
$327K – – –
QA
63
Quantitative Advantage
Minnesota
$326K +$326K +18,066 New
Lido Advisors
64
Lido Advisors
California
$323K +$1.57K +87 +0.5%
CIAS
65
Capital Investment Advisory Services
North Carolina
$302K -$4.22K -234 -1%
WRPWM
66
Werba Rubin Papier Wealth Management
California
$298K +$1.41K +78 +0.5%
AC
67
Avant Capital
Louisiana
$286K +$1.08K +60 +0.4%
EWM
68
Empirical Wealth Management
Washington
$263K – – –
GRP
69
Global Retirement Partners
California
$263K – – –
Mercer Global Advisors
70
Mercer Global Advisors
Colorado
$262K +$262K +16,134 New
HAS
71
HBW Advisory Services
California
$244K +$244K +13,548 New
TIM
72
Total Investment Management
Arizona
$244K +$974 +54 +0.4%
SFG
73
SNS Financial Group
Minnesota
$234K – – –
KCM
74
Kendall Capital Management
Maryland
$230K – – –
SWP
75
Stratos Wealth Partners
Ohio
$219K – – –
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