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Schwab Fundamental US Broad Market Index ETF
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Overview Fund Activity

78 hedge funds and large institutions have $57.7M invested in Schwab Fundamental US Broad Market Index ETF in 2020 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 2 closing their positions.

Holders
78
Holders Change
+8
Holders Change %
+11.43%
% of All Funds
1.38%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
11
Increased
21
Reduced
18
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FTUS
1
Flow Traders U.S.
New York
$3.45M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$1.69M
3
OWM
3
Opes Wealth Management
California
$7.35M
4
CGL
4
Clarius Group LLC
Washington
$1.07M
5
CIC
5
Carnegie Investment Counsel
Ohio
$226K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$380K
2
VCM
2
Vigilant Capital Management
Maine
$0
3
HighTower Advisors
3
HighTower Advisors
Illinois
$7.84M
4
AIP
4
Almanack Investment Partners
Pennsylvania
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$44K
Name Market Value Shares Shares
Change 		Shares
Change %
HighTower Advisors
1
HighTower Advisors
Illinois
$7.84M 174,638 -11,226 -6%
OWM
2
Opes Wealth Management
California
$7.35M 164,791 +10,960 +7%
FTUS
3
Flow Traders U.S.
New York
$3.45M 76,848 +70,519 +1,114%
LRIA
4
Leonard Rickey Investment Advisors
Washington
$3.14M 69,877 -1,197 -2%
CC
5
Callan Capital
California
$2.69M 59,951 +16 +0%
TAM
6
Townsend Asset Management
North Carolina
$2.67M 59,557 -2,023 -3%
HWA
7
HHM Wealth Advisors
Tennessee
$2.27M 50,651 -550 -1%
CMO
8
Covenant Multifamily Offices
Texas
$2.16M 48,018 +4,517 +10%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$1.69M 37,698 +12,670 +51%
AL
10
ADE LLC
Maryland
$1.45M 32,359 +32,359 New
RDWM
11
Red Door Wealth Management
Tennessee
$1.36M 30,371 – –
Goldman Sachs
12
Goldman Sachs
New York
$1.16M 25,816 +2,262 +10%
CGL
13
Clarius Group LLC
Washington
$1.07M 23,760 +9,942 +72%
PA
14
Paracle Advisors
Washington
$1.06M 23,583 +840 +4%
Osaic Holdings
15
Osaic Holdings
Arizona
$843K 18,794 +2,501 +15%
QCG
16
Quadrant Capital Group
Ohio
$827K 18,426 – –
CWC
17
Carolinas Wealth Consulting
North Carolina
$805K 17,926 +94 +0.5%
BAM
18
Bellevue Asset Management
Washington
$694K 14,747 -1,796 -11%
SWM
19
SeaCrest Wealth Management
New York
$679K 15,121 +57 +0.4%
Chevy Chase Trust
20
Chevy Chase Trust
Maryland
$668K 14,871 +3,617 +32%
MG
21
Mather Group
Illinois
$667K 14,858 – –
RPGK
22
Retirement Planning Group (Kansas)
Kansas
$660K 14,696 -362 -2%
HCIA
23
Hochman Cole Investment Advisors
Illinois
$651K 14,492 -2,521 -15%
BDF
24
Balasa Dinverno & Foltz
$649K 7,138 -151 -2%
MWM
25
MorganRosel Wealth Management
Colorado
$642K 14,304 +595 +4%
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