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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 $93.2M invested in Schwab Fundamental US Broad Market Index ETF in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 25 reducing their positions, and 6 closing their positions.

Holders
91
Holders Change
–
Holders Change %
0%
% of All Funds
1.6%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
24
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$2.81M
2
Ameriprise
2
Ameriprise
Minnesota
$15.9M
3
RTL
3
Red Tortoise LLC
Georgia
$715K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$6.19M
5
FTUS
5
Flow Traders U.S.
New York
$512K

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
OWM
3
Opes Wealth Management
California
$7.32M
4
SFMG
4
Sage Financial Management Group
Virginia
$0
5
CIAS
5
CFS Investment Advisory Services
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$15.9M 297,493 +34,175 +13%
HighTower Advisors
2
HighTower Advisors
Illinois
$9.02M 168,368 +395 +0.2%
OWM
3
Opes Wealth Management
California
$7.32M 136,706 -18,554 -12%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$6.19M 115,567 +10,473 +10%
TAM
5
Townsend Asset Management
North Carolina
$3.68M 68,672 -543 -0.8%
LRIA
6
Leonard Rickey Investment Advisors
Washington
$3.39M 63,240 -579 -0.9%
CC
7
Callan Capital
California
$3.01M 56,200 -509 -0.9%
CMO
8
Covenant Multifamily Offices
Texas
$2.87M 52,614 -629 -1%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$2.86M 53,461 +5,143 +11%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$2.81M 52,478 +35,298 +205%
UBS Group
11
UBS Group
Switzerland
$2.72M 50,865 +1,609 +3%
HWA
12
HHM Wealth Advisors
Tennessee
$2.59M 48,268 -1,360 -3%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.65M 30,753 +3,813 +14%
RDWM
14
Red Door Wealth Management
Tennessee
$1.55M 28,889 – –
CCM
15
Coldstream Capital Management
Washington
$1.34M 25,100 – –
CGL
16
Clarius Group LLC
Washington
$1.27M 23,760 – –
WANY
17
Wealthspire Advisors (New York)
New York
$1.21M 22,615 – –
Chevy Chase Trust
18
Chevy Chase Trust
Maryland
$890K 16,622 -221 -1%
QCG
19
Quadrant Capital Group
Ohio
$885K 16,518 – –
VCM
20
Vigilant Capital Management
Maine
$861K 16,070 -1,175 -7%
MWM
21
MorganRosel Wealth Management
Colorado
$842K 15,717 +1,607 +11%
CWC
22
Carolinas Wealth Consulting
North Carolina
$824K 15,391 -2,671 -15%
Morgan Stanley
23
Morgan Stanley
New York
$821K 15,321 +2,512 +20%
JCIA
24
Jackson Creek Investment Advisors
Colorado
$770K 14,370 -289 -2%
BAM
25
Bellevue Asset Management
Washington
$743K 13,795 -552 -4%
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