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Schwab Fundamental US Broad Market Index ETF
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Overview Fund Activity

69 hedge funds and large institutions have $53.9M invested in Schwab Fundamental US Broad Market Index ETF in 2020 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 32 reducing their positions, and 8 closing their positions.

Holders
69
Holders Change
-2
Holders Change %
-2.82%
% of All Funds
1.42%
Holding in Top 10
–
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
16
Reduced
32
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.49M
2
QCG
2
Quadrant Capital Group
Ohio
$718K
3
FTUS
3
Flow Traders U.S.
New York
$668K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$3.63M
5
CAM
5
Cozad Asset Management
Illinois
$367K

Top Sellers

1
OWM
1
Opes Wealth Management
California
$3.66M
2
CMO
2
Covenant Multifamily Offices
Texas
$2.17M
3
Chevy Chase Trust
3
Chevy Chase Trust
Maryland
$3.68M
4
CC
4
Callan Capital
California
$2.26M
5
SSWM
5
Sheets Smith Wealth Management
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HighTower Advisors
1
HighTower Advisors
Illinois
$7.19M 198,524 -13,643 -6%
Chevy Chase Trust
2
Chevy Chase Trust
Maryland
$3.68M 101,541 -60,357 -37%
OWM
3
Opes Wealth Management
California
$3.66M 100,825 -208,641 -67%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$3.63M 100,117 +17,053 +21%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.49M 96,301 +78,042 +427%
LRIA
6
Leonard Rickey Investment Advisors
Washington
$2.62M 72,241 -13,583 -16%
HWA
7
HHM Wealth Advisors
Tennessee
$2.58M 71,244 -33,487 -32%
TAM
8
Townsend Asset Management
North Carolina
$2.45M 67,519 -4,386 -6%
CC
9
Callan Capital
California
$2.26M 62,394 -49,487 -44%
CMO
10
Covenant Multifamily Offices
Texas
$2.17M 59,963 -61,417 -51%
VCM
11
Vigilant Capital Management
Maine
$1.42M 39,260 -470 -1%
AIP
12
Almanack Investment Partners
Pennsylvania
$1.38M 38,001 -32,206 -46%
RDWM
13
Red Door Wealth Management
Tennessee
$1.21M 33,278 -35,834 -52%
Goldman Sachs
14
Goldman Sachs
New York
$854K 23,554 – –
WAM
15
Wealthspire Advisors (Maryland)
Maryland
$827K 22,815 +200 +0.9%
PA
16
Paracle Advisors
Washington
$824K 22,743 +70 +0.3%
HCIA
17
Hochman Cole Investment Advisors
Illinois
$732K 20,188 -1,131 -5%
QCG
18
Quadrant Capital Group
Ohio
$718K 19,817 +19,172 +2,972%
FTUS
19
Flow Traders U.S.
New York
$668K 18,430 +18,430 New
HB
20
Homrich & Berg
Georgia
$661K 18,222 – –
BAM
21
Bellevue Asset Management
Washington
$652K 17,976 -330 -2%
SWM
22
SeaCrest Wealth Management
New York
$645K 17,800 -369 -2%
CWC
23
Carolinas Wealth Consulting
North Carolina
$641K 17,691 +3,674 +26%
RPGK
24
Retirement Planning Group (Kansas)
Kansas
$628K 17,337 -5,624 -24%
BDF
25
Balasa Dinverno & Foltz
$531K 7,221 -96 -1%
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