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Schwab Fundamental US Broad Market Index ETF
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Overview Fund Activity

91 hedge funds and large institutions have $93.4M invested in Schwab Fundamental US Broad Market Index ETF in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 29 reducing their positions, and 3 closing their positions.

Holders
91
Holders Change
+9
Holders Change %
+10.98%
% of All Funds
1.59%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
13
Increased
23
Reduced
29
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$14.3M
2
UBS Group
2
UBS Group
Switzerland
$2.68M
3
CCM
3
Coldstream Capital Management
Washington
$1.36M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.21M
5
CIAS
5
CFS Investment Advisory Services
New Jersey
$715K

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$5.72M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$586K
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$2.63M
4
LRIA
4
Leonard Rickey Investment Advisors
Washington
$3.43M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$9.13M
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$14.3M 263,318 +58,571 +29%
HighTower Advisors
2
HighTower Advisors
Illinois
$9.13M 167,973 -3,208 -2%
OWM
3
Opes Wealth Management
California
$8.44M 155,260 -3,122 -2%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.72M 105,094 -61,512 -37%
TAM
5
Townsend Asset Management
North Carolina
$3.76M 69,215 +8,924 +15%
LRIA
6
Leonard Rickey Investment Advisors
Washington
$3.43M 63,819 -3,922 -6%
CC
7
Callan Capital
California
$3.08M 56,709 -2,983 -5%
CMO
8
Covenant Multifamily Offices
Texas
$2.9M 53,243 -1,146 -2%
HWA
9
HHM Wealth Advisors
Tennessee
$2.7M 49,628 -1,890 -4%
UBS Group
10
UBS Group
Switzerland
$2.68M 49,256 +45,402 +1,178%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$2.63M 48,318 -15,316 -24%
RDWM
12
Red Door Wealth Management
Tennessee
$1.57M 28,889 -1,482 -5%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.47M 26,940 +7,966 +42%
CCM
14
Coldstream Capital Management
Washington
$1.36M 25,100 +25,100 New
CGL
15
Clarius Group LLC
Washington
$1.29M 23,760 – –
Goldman Sachs
16
Goldman Sachs
New York
$1.28M 23,554 – –
WANY
17
Wealthspire Advisors (New York)
New York
$1.23M 22,615 -1,000 -4%
Citadel Advisors
18
Citadel Advisors
Florida
$1.21M 22,300 +22,300 New
CWC
19
Carolinas Wealth Consulting
North Carolina
$982K 18,062 +70 +0.4%
VCM
20
Vigilant Capital Management
Maine
$938K 17,245 +55 +0.3%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$934K 17,180 +7,430 +76%
Chevy Chase Trust
22
Chevy Chase Trust
Maryland
$916K 16,843 -996 -6%
QCG
23
Quadrant Capital Group
Ohio
$898K 16,518 -1,908 -10%
JCIA
24
Jackson Creek Investment Advisors
Colorado
$797K 14,659 -805 -5%
BAM
25
Bellevue Asset Management
Washington
$780K 14,347 – –
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