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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.

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 %
Wells Fargo
76
Wells Fargo
California
$127K – – –
SAM
77
S.A. Mason
Michigan
$115K +$115K +6,540 New
PIMG
78
Patriot Investment Management Group
Tennessee
$106K +$106K +5,685 New
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$68.4K +$68.4K +3,900 New
SJIA
80
St. James Investment Advisors
New York
$54.9K -$185K -10,563 -77%
BWM
81
Baystate Wealth Management
Massachusetts
$45K +$211 +12 +0.5%
LF
82
Lee Financial
Texas
$42.9K – – –
S
83
SignatureFD
Georgia
$39.1K +$105 +6 +0.3%
AA
84
Ancora Advisors
Ohio
$36K +$53 +3 +0.1%
SSB
85
Sandy Spring Bank
Maryland
$31.6K – – –
Fidelity Investments
86
Fidelity Investments
Massachusetts
$29.3K – – –
MPWT
87
MassMutual Private Wealth & Trust
Connecticut
$28K +$1.14K +66 +4%
PA
88
Parallel Advisors
California
$26.3K – – –
PK
89
Pflug Koory
Nebraska
$26K +$1.53K +87 +6%
KM
90
Kalos Management
Georgia
$20.9K +$20.9K +1,191 New
DWA
91
Dougherty Wealth Advisers
Minnesota
$20K – – –
CWA
92
Core Wealth Advisors
Florida
$19.7K – – –
AF
93
Allworth Financial
California
$15.8K – – –
US Bancorp
94
US Bancorp
Minnesota
$12.4K +$12.4K +705 New
SWM
95
Spire Wealth Management
Virginia
$10K +$10K +552 New
MCC
96
Money Concepts Capital
Florida
$8.42K +$8.42K +480 New
ASN
97
Advisory Services Network
Georgia
$5.63K +$5.63K +321 New
IA
98
IFP Advisors
Florida
$5K -$2.86K -180 -36%
FHA
99
First Horizon Advisors
Tennessee
$2.74K – – –
TWA
100
TCI Wealth Advisors
Arizona
$2.7K – – –
1 2 3
4
5