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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 Market Value Shares Shares
Change 		Shares
Change %
GWM
101
Geneos Wealth Management
Colorado
– – -1,002 Closed
JPLA
102
Joseph P. Lucia & Associates
New York
– – -480 Closed
CFGS
103
Concourse Financial Group Securities
Alabama
– – – –
LWA
104
Lowe Wealth Advisors
Maryland
$0 15 – –
1 2 3 4
5