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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.

New
Increased
Maintained
Reduced
Closed
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 %
HGERS
126
Householder Group Estate & Retirement Specialist
Arizona
$15K – – –
Bank of Montreal
127
Bank of Montreal
Ontario, Canada
$13.3K +$13.3K +570 New
Comerica Bank
128
Comerica Bank
Texas
$12K +$4.93K +210 +70%
VCM
129
Versant Capital Management
Arizona
$10.9K – – –
IA
130
IFP Advisors
Florida
$10.8K +$10.8K +459 New
CFD
131
Creative Financial Designs
Indiana
$5.42K +$5.42K +231 New
CPA
132
Clear Point Advisors
New York
$2.6K – – –
GWM
133
Geneos Wealth Management
Colorado
$2.01K +$69 +3 +4%
FRA
134
Front Row Advisors
California
$1.55K – – –
LWA
135
Lowe Wealth Advisors
Maryland
$352 – – –
CWM
136
Cedar Wealth Management
California
$141 +$141 +6 New
Wells Fargo
137
Wells Fargo
California
$45 +$45 +3 New
CMP
138
Coston McIsaac & Partners
Maine
$13 – – –
Wealth Enhancement Advisory Services
139
Wealth Enhancement Advisory Services
Minnesota
– -$310K -14,202 Closed
SOS
140
Silver Oak Securities
Tennessee
– -$54.1K -2,475 Closed
KFS
141
Kelly Financial Services
Massachusetts
– -$19.1K -876 Closed
MSG
142
Main Street Group
Virginia
– -$17.5K -801 Closed
RWMG
143
Redwood Wealth Management Group
New Jersey
– -$2.95K -135 Closed
US Bancorp
144
US Bancorp
Minnesota
– -$1.44K -66 Closed
GI
145
Gradient Investments
Minnesota
– -$656 -30 Closed
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