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Schwab Fundamental US Broad Market Index ETF
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Overview Fund Activity

99 hedge funds and large institutions have $127M invested in Schwab Fundamental US Broad Market Index ETF in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 39 increasing their positions, 22 reducing their positions, and 6 closing their positions.

Holders
99
Holders Change
+4
Holders Change %
+4.21%
% of All Funds
1.67%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
39
Reduced
22
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CC
1
Callan Capital
California
$14.9M
2
RJA
2
Raymond James & Associates
Florida
$2.08M
3
Citadel Advisors
3
Citadel Advisors
Florida
$985K
4
WFA
4
Wade Financial Advisory
California
$1.45M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$3.39M

Top Sellers

1
TF
1
Trek Financial
Arizona
$0
2
FTUS
2
Flow Traders U.S.
New York
$927K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$399K
4
SWM
4
Spire Wealth Management
Virginia
$9K
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$20.7M 411,687 +9,040 +2%
CC
2
Callan Capital
California
$14.9M 296,607 +243,400 +457%
HighTower Advisors
3
HighTower Advisors
Illinois
$8.87M 176,486 -2,386 -1%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$8.24M 164,093 +9,217 +6%
OWM
5
Opes Wealth Management
California
$7.19M 143,129 +1,739 +1%
GFP
6
Guardian Financial Partners
California
$5.76M 114,653 +2,041 +2%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$4.15M 82,565 +760 +0.9%
UBS Group
8
UBS Group
Switzerland
$4.13M 82,161 +13,299 +19%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$3.39M 67,527 +16,002 +31%
TAM
10
Townsend Asset Management
North Carolina
$3.35M 66,695 -464 -0.7%
LRIA
11
Leonard Rickey Investment Advisors
Washington
$3.23M 64,353 +847 +1%
CFO
12
CVA Family Office
Colorado
$2.61M 51,977 +9,364 +22%
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$2.58M 51,405 -1,207 -2%
HWA
14
HHM Wealth Advisors
Tennessee
$2.25M 44,713 – –
RJA
15
Raymond James & Associates
Florida
$2.08M 41,319 +31,030 +302%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.95M 38,909 +4,140 +12%
MML Investors Services
17
MML Investors Services
Massachusetts
$1.88M 37,402 +7,912 +27%
RDWM
18
Red Door Wealth Management
Tennessee
$1.45M 28,889 – –
WFA
19
Wade Financial Advisory
California
$1.45M 28,889 +17,024 +143%
Morgan Stanley
20
Morgan Stanley
New York
$1.34M 26,637 +1,845 +7%
CCM
21
Coldstream Capital Management
Washington
$1.22M 24,245 +20 +0.1%
CGL
22
Clarius Group LLC
Washington
$1.19M 23,760 – –
WANY
23
Wealthspire Advisors (New York)
New York
$1.19M 23,615 – –
Citadel Advisors
24
Citadel Advisors
Florida
$985K 19,611 +19,611 New
FTUS
25
Flow Traders U.S.
New York
$927K 18,450 -9,709 -34%
1
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