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Schwab Fundamental US Broad Market Index ETF
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Overview Fund Activity

91 hedge funds and large institutions have $93.2M invested in Schwab Fundamental US Broad Market Index ETF in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
–
Holders Change %
0%
% of All Funds
1.6%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
24
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$2.81M
2
Ameriprise
2
Ameriprise
Minnesota
$15.9M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$6.19M
4
FTUS
4
Flow Traders U.S.
New York
$512K
5
LPL Financial
5
LPL Financial
California
$678K

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
OWM
3
Opes Wealth Management
California
$7.32M
4
SFMG
4
Sage Financial Management Group
Virginia
$0
5
CIAS
5
CFS Investment Advisory Services
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
76
Fidelity Investments
Massachusetts
$30K – – –
NFG
77
Next Financial Group
Texas
$30K – – –
RA
78
Resolute Advisors
California
$29K +$158 +9 +0.5%
AL
79
ADE LLC
Maryland
$25K – – –
MPWT
80
MassMutual Private Wealth & Trust
Connecticut
$23K +$747 +42 +3%
CWA
81
Core Wealth Advisors
Florida
$20K – – –
DWA
82
Dougherty Wealth Advisers
Minnesota
$20K +$20K +1,143 New
VCM
83
Versant Capital Management
Arizona
$18K -$25.1K -1,425 -58%
GWM
84
Geneos Wealth Management
Colorado
$18K +$18K +1,002 New
JPLA
85
Joseph P. Lucia & Associates
New York
$9K – – –
IA
86
IFP Advisors
Florida
$7K – – –
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$4K +$1.62K +84 +68%
SWM
88
Spire Wealth Management
Virginia
$3K – – –
HI
89
Harbour Investments
Wisconsin
$2K – – –
FRA
90
Front Row Advisors
California
$1K – – –
Goldman Sachs
91
Goldman Sachs
New York
– -$1.28M -70,662 Closed
Citadel Advisors
92
Citadel Advisors
Florida
– -$1.21M -66,900 Closed
SFMG
93
Sage Financial Management Group
Virginia
– -$715K -39,435 Closed
CIAS
94
CFS Investment Advisory Services
New Jersey
– -$715K -39,435 Closed
ASN
95
Advisory Services Network
Georgia
– -$6K -321 Closed
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