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Schwab Fundamental US Broad Market Index ETF
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Overview Fund Activity

82 hedge funds and large institutions have $84.9M invested in Schwab Fundamental US Broad Market Index ETF in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 20 reducing their positions, and 6 closing their positions.

Holders
82
Holders Change
+4
Holders Change %
+5.13%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
20
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$10.5M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$8.54M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.84M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$3.26M
5
WANY
5
Wealthspire Advisors (New York)
New York
$1.21M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
AL
2
ADE LLC
Maryland
$24K
3
CCA
3
Cobblestone Capital Advisors
New York
$0
4
OWM
4
Opes Wealth Management
California
$8.12M
5
TIM
5
Total Investment Management
Arizona
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$10.5M 204,747 +204,747 New
HighTower Advisors
2
HighTower Advisors
Illinois
$8.78M 171,181 -3,457 -2%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.54M 166,606 +165,624 +16,866%
OWM
4
Opes Wealth Management
California
$8.12M 158,382 -6,409 -4%
LRIA
5
Leonard Rickey Investment Advisors
Washington
$3.47M 67,741 -2,136 -3%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$3.26M 63,634 +25,936 +69%
TAM
7
Townsend Asset Management
North Carolina
$3.09M 60,291 +734 +1%
CC
8
Callan Capital
California
$3.06M 59,692 -259 -0.4%
CMO
9
Covenant Multifamily Offices
Texas
$2.79M 54,389 +6,371 +13%
HWA
10
HHM Wealth Advisors
Tennessee
$2.64M 51,518 +867 +2%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.84M 35,805 +27,347 +323%
RDWM
12
Red Door Wealth Management
Tennessee
$1.56M 30,371 – –
PA
13
Paracle Advisors
Washington
$1.29M 25,100 +1,517 +6%
CGL
14
Clarius Group LLC
Washington
$1.22M 23,760 – –
WANY
15
Wealthspire Advisors (New York)
New York
$1.21M 23,615 +23,615 New
Goldman Sachs
16
Goldman Sachs
New York
$1.21M 23,554 -2,262 -9%
Osaic Holdings
17
Osaic Holdings
Arizona
$973K 18,974 +180 +1%
QCG
18
Quadrant Capital Group
Ohio
$945K 18,426 – –
CWC
19
Carolinas Wealth Consulting
North Carolina
$923K 17,992 +66 +0.4%
Chevy Chase Trust
20
Chevy Chase Trust
Maryland
$915K 17,839 +2,968 +20%
VCM
21
Vigilant Capital Management
Maine
$882K 17,190 +17,190 New
JCIA
22
Jackson Creek Investment Advisors
Colorado
$793K 15,464 +1,330 +9%
SWM
23
SeaCrest Wealth Management
New York
$774K 15,084 -37 -0.2%
MG
24
Mather Group
Illinois
$762K 14,858 – –
HCIA
25
Hochman Cole Investment Advisors
Illinois
$742K 14,475 -17 -0.1%
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