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Schwab Fundamental US Broad Market Index ETF
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Overview Fund Activity

143 hedge funds and large institutions have $284M invested in Schwab Fundamental US Broad Market Index ETF in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 39 increasing their positions, 49 reducing their positions, and 9 closing their positions.

Holders
143
Holders Change
+5
Holders Change %
+3.62%
% of All Funds
1.9%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
16
Increased
39
Reduced
49
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$9.65M
2
Morgan Stanley
2
Morgan Stanley
New York
$8.29M
3
VAF
3
Values Added Financial
District of Columbia
$1.06M
4
Goldman Sachs
4
Goldman Sachs
New York
$1.85M
5
AAS
5
Avantax Advisory Services
Texas
$309K

Top Sellers

1
SL
1
Systelligence LLC
Minnesota
$10.7M
2
SA
2
Sanctuary Advisors
Indiana
$755K
3
CPIG
3
Chicago Partners Investment Group
Illinois
$514K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$4.45M
5
CFO
5
CVA Family Office
Colorado
$3.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
RPGK
76
Retirement Planning Group (Kansas)
Kansas
$443K – – –
CIC
77
Carnegie Investment Counsel
Ohio
$409K -$8.54K -367 -2%
SFMG
78
Sage Financial Management Group
Virginia
$408K – – –
TIM
79
Total Investment Management
Arizona
$401K +$78.2K +3,361 +24%
CIAS
80
Capital Investment Advisory Services
North Carolina
$389K – – –
EWM
81
Empirical Wealth Management
Washington
$388K +$47.3K +2,033 +14%
WRPWM
82
Werba Rubin Papier Wealth Management
California
$386K -$23 -1 -0%
Royal Bank of Canada
83
Royal Bank of Canada
Ontario, Canada
$375K -$3.49K -150 -0.9%
PWM
84
Perigon Wealth Management
California
$362K – – –
Stifel Financial
85
Stifel Financial
Missouri
$340K -$1.63K -70 -0.5%
KW
86
Keyvantage Wealth
Pennsylvania
$337K +$337K +14,484 New
GVAG
87
Great Valley Advisor Group
Delaware
$331K – – –
AAS
88
Avantax Advisory Services
Texas
$309K +$309K +13,278 New
OMC
89
Old Mission Capital
Illinois
$307K +$307K +13,197 New
Lido Advisors
90
Lido Advisors
California
$298K +$954 +41 +0.3%
VPIM
91
Vanguard Personalized Indexing Management
California
$297K – – –
FM
92
Foster & Motley
Ohio
$276K +$1.12K +48 +0.4%
SWP
93
Stratos Wealth Partners
Ohio
$253K – – –
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$230K – – –
Mercer Global Advisors
95
Mercer Global Advisors
Colorado
$220K -$529K -22,727 -71%
EH
96
Equitable Holdings
New York
$213K +$213K +9,165 New
BIM
97
Breakwater Investment Management
Washington
$211K – – –
4WM
98
49 Wealth Management
Texas
$209K -$4.33K -186 -2%
Susquehanna International Group
99
Susquehanna International Group
Pennsylvania
$207K -$528K -22,699 -72%
CA
100
Crewe Advisors
Utah
$206K -$23 -1 -0%
2 3
4
5 6