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Schwab Fundamental US Broad Market Index ETF
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Overview Fund Activity

94 hedge funds and large institutions have $114M invested in Schwab Fundamental US Broad Market Index ETF in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 21 reducing their positions, and 9 closing their positions.

Holders
94
Holders Change
+3
Holders Change %
+3.3%
% of All Funds
1.45%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
15
Increased
27
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$22.4M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$3.05M
3
MCM
3
MAI Capital Management
Ohio
$774K
4
CFO
4
CVA Family Office
Colorado
$1.15M
5
SFMG
5
Sage Financial Management Group
Virginia
$658K

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$1.26M
2
BWA
2
Beam Wealth Advisors
Louisiana
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$444K
4
CFA
4
Carroll Financial Associates
North Carolina
$0
5
SCM
5
SOL Capital Management
Maryland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$22.4M 386,150 +88,657 +30%
HighTower Advisors
2
HighTower Advisors
Illinois
$9.85M 169,607 +1,239 +0.7%
OWM
3
Opes Wealth Management
California
$7.66M 131,899 -4,807 -4%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$7.01M 120,732 +5,165 +4%
GFP
5
Guardian Financial Partners
California
$5.61M 96,609 +96,609 New
TAM
6
Townsend Asset Management
North Carolina
$3.97M 68,441 -231 -0.3%
LRIA
7
Leonard Rickey Investment Advisors
Washington
$3.71M 63,843 +603 +1%
UBS Group
8
UBS Group
Switzerland
$3.41M 58,677 +7,812 +15%
CC
9
Callan Capital
California
$3.24M 55,900 -300 -0.5%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$3.24M 55,847 +2,386 +4%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$3.05M 52,612 +52,543 +76,149%
HWA
12
HHM Wealth Advisors
Tennessee
$2.63M 45,306 -2,962 -6%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.86M 32,058 +1,305 +4%
RDWM
14
Red Door Wealth Management
Tennessee
$1.68M 28,889 – –
CCM
15
Coldstream Capital Management
Washington
$1.41M 24,225 -875 -3%
CGL
16
Clarius Group LLC
Washington
$1.38M 23,760 – –
Morgan Stanley
17
Morgan Stanley
New York
$1.37M 23,592 +8,271 +54%
WANY
18
Wealthspire Advisors (New York)
New York
$1.31M 22,615 – –
RJFSA
19
Raymond James Financial Services Advisors
Florida
$1.26M 21,768 -30,710 -59%
CFO
20
CVA Family Office
Colorado
$1.15M 19,725 +13,019 +194%
FTUS
21
Flow Traders U.S.
New York
$1M 17,238 +7,683 +80%
QCG
22
Quadrant Capital Group
Ohio
$959K 16,518 – –
Chevy Chase Trust
23
Chevy Chase Trust
Maryland
$929K 15,999 -623 -4%
CWC
24
Carolinas Wealth Consulting
North Carolina
$898K 15,469 +78 +0.5%
MWM
25
MorganRosel Wealth Management
Colorado
$892K 15,367 -350 -2%
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