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Schwab Fundamental US Broad Market Index ETF
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Overview Fund Activity

138 hedge funds and large institutions have $279M invested in Schwab Fundamental US Broad Market Index ETF in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 60 increasing their positions, 31 reducing their positions, and 7 closing their positions.

Holders
138
Holders Change
+5
Holders Change %
+3.76%
% of All Funds
2%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
13
Increased
60
Reduced
31
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$8.05M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$13.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$7.52M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$741K
5
SA
5
Sanctuary Advisors
Indiana
$755K

Top Sellers

1
GFP
1
Guardian Financial Partners
California
$4.45M
2
BA
2
Brightwater Advisory
Florida
$7.54M
3
HWA
3
HHM Wealth Advisors
Tennessee
$2.38M
4
VNA
4
Valley National Advisers
Pennsylvania
$166K
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Corient Private Wealth
51
Corient Private Wealth
Florida
$979K +$240K +10,842 +33%
EWA
52
Exencial Wealth Advisors
Oklahoma
$921K +$343K +14,625 +59%
MWM
53
MorganRosel Wealth Management
Colorado
$893K +$281 +12 +0%
HWM
54
HB Wealth Management
Georgia
$888K – – –
CW
55
Channel Wealth
California
$885K +$190K +8,097 +27%
Osaic Holdings
56
Osaic Holdings
Arizona
$825K +$55.1K +2,349 +7%
RWA
57
Redhawk Wealth Advisors
Minnesota
$813K – – –
CAM
58
Cozad Asset Management
Illinois
$801K +$211 +9 +0%
SA
59
Sanctuary Advisors
Indiana
$755K +$505K +62,019 +202%
EWP
60
Elevation Wealth Partners
California
$754K -$60.5K -2,580 -7%
BAM
61
Bellevue Asset Management
Washington
$748K – – –
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$741K +$509K +21,684 +219%
FTS
63
Fifth Third Securities
Ohio
$680K -$35.5K -1,512 -5%
SWA
64
SFMG Wealth Advisors
Texas
$657K -$5.14K -219 -0.8%
KCM
65
KM Capital Management
Texas
$609K +$112K +4,773 +23%
MG
66
Mather Group
Illinois
$577K -$23K -981 -4%
LGWM
67
Litman Gregory Wealth Management
California
$529K +$4.64K +198 +0.9%
CPIG
68
Chicago Partners Investment Group
Illinois
$517K +$345K +44,058 +200%
Prudential Financial
69
Prudential Financial
New Jersey
$460K +$53.7K +2,289 +13%
Chevy Chase Trust
70
Chevy Chase Trust
Maryland
$452K -$117K -4,989 -21%
RPGK
71
Retirement Planning Group (Kansas)
Kansas
$447K -$276K -11,757 -38%
VCWA
72
Vanguard Capital Wealth Advisors
Colorado
$438K +$192K +8,205 +78%
Baird Financial Group
73
Baird Financial Group
Wisconsin
$430K +$154K +6,570 +56%
CIC
74
Carnegie Investment Counsel
Ohio
$421K -$28.9K -1,230 -6%
SFMG
75
Sage Financial Management Group
Virginia
$411K +$411K +17,535 New
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