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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 %
CPA
151
Clear Point Advisors
New York
– -$2.6K -111 Closed
CWM
152
Cedar Wealth Management
California
– -$141 -6 Closed
3 4 5 6
7