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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 %
CIAS
76
Capital Investment Advisory Services
North Carolina
$392K – – –
WRPWM
77
Werba Rubin Papier Wealth Management
California
$389K – – –
Royal Bank of Canada
78
Royal Bank of Canada
Ontario, Canada
$382K -$156K -6,648 -29%
PWM
79
Perigon Wealth Management
California
$358K – – –
Stifel Financial
80
Stifel Financial
Missouri
$344K +$66.6K +2,838 +24%
EWM
81
Empirical Wealth Management
Washington
$344K +$1.76K +75 +0.5%
GVAG
82
Great Valley Advisor Group
Delaware
$334K -$72.9K -3,108 -18%
VAF
83
Values Added Financial
District of Columbia
$331K +$331K +14,100 New
TIM
84
Total Investment Management
Arizona
$326K +$2.46K +105 +0.8%
SC
85
Savant Capital
Illinois
$319K +$319K +13,611 New
VPIM
86
Vanguard Personalized Indexing Management
California
$300K – – –
Lido Advisors
87
Lido Advisors
California
$299K -$19.6K -834 -6%
FM
88
Foster & Motley
Ohio
$277K +$1.83K +78 +0.7%
SWP
89
Stratos Wealth Partners
Ohio
$255K – – –
Mercer Global Advisors
90
Mercer Global Advisors
Colorado
$250K +$155K +19,950 +163%
GJIA
91
Glass Jacobson Investment Advisors
Maryland
$240K +$201K +8,556 +516%
PNC Financial Services Group
92
PNC Financial Services Group
Pennsylvania
$232K – – –
ZIMP
93
Zimmermann Investment Management & Planning
Pennsylvania
$228K +$422 +18 +0.2%
4WM
94
49 Wealth Management
Texas
$215K -$40.6K -1,731 -16%
BIM
95
Breakwater Investment Management
Washington
$213K – – –
WAG
96
Winthrop Advisory Group
Massachusetts
$211K +$211K +8,985 New
CA
97
Crewe Advisors
Utah
$207K – – –
TRCT
98
Tower Research Capital (TRC)
New York
$203K +$42.2K +1,800 +26%
TCM
99
TruNorth Capital Management
Michigan
$198K – – –
FFA
100
Farther Finance Advisors
California
$194K – – –
2 3
4
5 6