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Schwab Fundamental US Broad Market Index ETF
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Overview Fund Activity

70 hedge funds and large institutions have $46.1M invested in Schwab Fundamental US Broad Market Index ETF in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 29 reducing their positions, and 6 closing their positions.

Holders
70
Holders Change
+1
Holders Change %
+1.45%
% of All Funds
1.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
11
Reduced
29
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OWM
1
Opes Wealth Management
California
$5.87M
2
MG
2
Mather Group
Illinois
$567K
3
CGL
3
Clarius Group LLC
Washington
$527K
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$954K
5
TIM
5
Total Investment Management
Arizona
$254K

Top Sellers

1
Chevy Chase Trust
1
Chevy Chase Trust
Maryland
$429K
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$244K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.59M
4
AIP
4
Almanack Investment Partners
Pennsylvania
$422K
5
WAM
5
Wealthspire Advisors (Maryland)
Maryland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HighTower Advisors
1
HighTower Advisors
Illinois
$7.09M 185,864 -12,660 -6%
OWM
2
Opes Wealth Management
California
$5.87M 153,831 +53,006 +53%
LRIA
3
Leonard Rickey Investment Advisors
Washington
$2.71M 71,074 -1,167 -2%
TAM
4
Townsend Asset Management
North Carolina
$2.35M 61,580 -5,939 -9%
CC
5
Callan Capital
California
$2.29M 59,935 -2,459 -4%
HWA
6
HHM Wealth Advisors
Tennessee
$1.95M 51,201 -20,043 -28%
CMO
7
Covenant Multifamily Offices
Texas
$1.66M 43,501 -16,462 -27%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.59M 41,677 -58,440 -58%
VCM
9
Vigilant Capital Management
Maine
$1.37M 35,985 -3,275 -8%
RDWM
10
Red Door Wealth Management
Tennessee
$1.16M 30,371 -2,907 -9%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$954K 25,028 +12,243 +96%
Goldman Sachs
12
Goldman Sachs
New York
$898K 23,554 – –
PA
13
Paracle Advisors
Washington
$867K 22,743 – –
QCG
14
Quadrant Capital Group
Ohio
$703K 18,426 -1,391 -7%
CWC
15
Carolinas Wealth Consulting
North Carolina
$680K 17,832 +141 +0.8%
HCIA
16
Hochman Cole Investment Advisors
Illinois
$649K 17,013 -3,175 -16%
BAM
17
Bellevue Asset Management
Washington
$631K 16,543 -1,433 -8%
HB
18
Homrich & Berg
Georgia
$628K 16,474 -1,748 -10%
Osaic Holdings
19
Osaic Holdings
Arizona
$621K 16,293 +3,021 +23%
BDF
20
Balasa Dinverno & Foltz
$581K 7,289 +68 +0.9%
SWM
21
SeaCrest Wealth Management
New York
$574K 15,064 -2,736 -15%
RPGK
22
Retirement Planning Group (Kansas)
Kansas
$574K 15,058 -2,279 -13%
FNC
23
First National Corp
Massachusetts
$569K 11,707 -1,863 -14%
MG
24
Mather Group
Illinois
$567K 14,858 +14,858 New
CGL
25
Clarius Group LLC
Washington
$527K 13,818 +13,818 New
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