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Schwab Fundamental US Broad Market Index ETF
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Overview Fund Activity

94 hedge funds and large institutions have $114M invested in Schwab Fundamental US Broad Market Index ETF in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 21 reducing their positions, and 9 closing their positions.

Holders
94
Holders Change
+3
Holders Change %
+3.3%
% of All Funds
1.45%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
15
Increased
27
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$22.4M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$3.05M
3
MCM
3
MAI Capital Management
Ohio
$774K
4
CFO
4
CVA Family Office
Colorado
$1.15M
5
SFMG
5
Sage Financial Management Group
Virginia
$658K

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$1.26M
2
BWA
2
Beam Wealth Advisors
Louisiana
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$444K
4
CFA
4
Carroll Financial Associates
North Carolina
$0
5
SCM
5
SOL Capital Management
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
76
Allworth Financial
California
$53K – – –
BWM
77
Baystate Wealth Management
Massachusetts
$49K +$234 +12 +0.5%
LF
78
Lee Financial
Texas
$47K – – –
SSB
79
Sandy Spring Bank
Maryland
$46K – – –
AA
80
Ancora Advisors
Ohio
$45K +$116 +6 +0.3%
S
81
SignatureFD
Georgia
$43K +$58 +3 +0.1%
NFG
82
Next Financial Group
Texas
$33K – – –
Fidelity Investments
83
Fidelity Investments
Massachusetts
$32K +$114 +6 +0.4%
RA
84
Resolute Advisors
California
$32K +$116 +6 +0.4%
KA
85
Kozak & Associates
Colorado
$30K +$166 +9 +0.6%
MPWT
86
MassMutual Private Wealth & Trust
Connecticut
$27K +$1.54K +78 +6%
CWA
87
Core Wealth Advisors
Florida
$22K – – –
DWA
88
Dougherty Wealth Advisers
Minnesota
$22K – – –
PWMG
89
Prestige Wealth Management Group
New Jersey
$19K +$19K +975 New
IA
90
IFP Advisors
Florida
$7K – – –
TWA
91
TCI Wealth Advisors
Arizona
$3K +$3K +150 New
HI
92
Harbour Investments
Wisconsin
$2K +$47 +3 +2%
FRA
93
Front Row Advisors
California
$1K – – –
BWA
94
Beam Wealth Advisors
Louisiana
– -$539K -30,180 Closed
CFA
95
Carroll Financial Associates
North Carolina
– -$298K -16,725 Closed
SCM
96
SOL Capital Management
Maryland
– -$291K -16,311 Closed
FCM
97
Firestone Capital Management
Florida
– -$93K -5,154 Closed
GWS
98
Glassman Wealth Services
Virginia
– -$46K -2,550 Closed
AL
99
ADE LLC
Maryland
– -$25K -1,398 Closed
VCM
100
Versant Capital Management
Arizona
– -$18K -1,020 Closed
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