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Schwab Fundamental US Broad Market Index ETF
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Overview Fund Activity

95 hedge funds and large institutions have $131M invested in Schwab Fundamental US Broad Market Index ETF in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 40 increasing their positions, 20 reducing their positions, and 3 closing their positions.

Holders
95
Holders Change
+1
Holders Change %
+1.06%
% of All Funds
1.5%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
40
Reduced
20
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TF
1
Trek Financial
Arizona
$5.46M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$4.72M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.94M
4
CFO
4
CVA Family Office
Colorado
$2.46M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$1.7M

Top Sellers

1
JCIA
1
Jackson Creek Investment Advisors
Colorado
$0
2
TIM
2
Tevis Investment Management
Texas
$0
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$2.98M
4
CC
4
Callan Capital
California
$3.07M
5
TRCT
5
Tower Research Capital (TRC)
New York
$198K
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$23.2M 402,647 +16,497 +4%
HighTower Advisors
2
HighTower Advisors
Illinois
$10.3M 178,872 +9,265 +5%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.94M 154,876 +34,144 +28%
OWM
4
Opes Wealth Management
California
$8.17M 141,390 +9,491 +7%
GFP
5
Guardian Financial Partners
California
$6.33M 112,612 +16,003 +17%
TF
6
Trek Financial
Arizona
$5.46M 94,566 +94,566 New
RJFSA
7
Raymond James Financial Services Advisors
Florida
$4.72M 81,805 +60,037 +276%
UBS Group
8
UBS Group
Switzerland
$3.98M 68,862 +10,185 +17%
TAM
9
Townsend Asset Management
North Carolina
$3.88M 67,159 -1,282 -2%
LRIA
10
Leonard Rickey Investment Advisors
Washington
$3.67M 63,506 -337 -0.5%
CC
11
Callan Capital
California
$3.07M 53,207 -2,693 -5%
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$3.04M 52,612 – –
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$2.98M 51,525 -4,322 -8%
HWA
14
HHM Wealth Advisors
Tennessee
$2.58M 44,713 -593 -1%
CFO
15
CVA Family Office
Colorado
$2.46M 42,613 +22,888 +116%
Osaic Holdings
16
Osaic Holdings
Arizona
$2.01M 34,769 +2,711 +8%
MML Investors Services
17
MML Investors Services
Massachusetts
$1.7M 29,490 +22,031 +295%
RDWM
18
Red Door Wealth Management
Tennessee
$1.67M 28,889 – –
FTUS
19
Flow Traders U.S.
New York
$1.63M 28,159 +10,921 +63%
Morgan Stanley
20
Morgan Stanley
New York
$1.43M 24,792 +1,200 +5%
CCM
21
Coldstream Capital Management
Washington
$1.4M 24,225 – –
CGL
22
Clarius Group LLC
Washington
$1.38M 23,760 – –
WANY
23
Wealthspire Advisors (New York)
New York
$1.36M 23,615 +1,000 +4%
SWM
24
SeaCrest Wealth Management
New York
$1.01M 17,505 +2,892 +20%
LPL Financial
25
LPL Financial
California
$962K 16,665 +4,127 +33%
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