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Schwab Fundamental US Broad Market Index ETF
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Overview Fund Activity

107 hedge funds and large institutions have $148M invested in Schwab Fundamental US Broad Market Index ETF in 2022 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 30 increasing their positions, 22 reducing their positions, and 5 closing their positions.

Holders
107
Holders Change
+18
Holders Change %
+20.22%
% of All Funds
1.73%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
24
Increased
30
Reduced
22
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SS
1
Sound Stewardship
Kansas
$9.76M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$10.7M
3
CC
3
Callan Capital
California
$24.9M
4
Ameriprise
4
Ameriprise
Minnesota
$13.2M
5
RCA
5
Resonant Capital Advisors
Wisconsin
$1.47M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$929K
2
Osaic Holdings
2
Osaic Holdings
Arizona
$517K
3
Jane Street
3
Jane Street
New York
$0
4
TAM
4
Townsend Asset Management
North Carolina
$2.98M
5
GFP
5
Guardian Financial Partners
California
$5.47M
Name Market Value Shares Shares
Change 		Shares
Change %
CC
1
Callan Capital
California
$24.9M 473,793 +40,804 +9%
Ameriprise
2
Ameriprise
Minnesota
$13.2M 251,042 +29,750 +13%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$10.7M 203,562 +86,632 +74%
HighTower Advisors
4
HighTower Advisors
Illinois
$10.1M 191,987 +8,826 +5%
SS
5
Sound Stewardship
Kansas
$9.76M 185,560 +185,560 New
OWM
6
Opes Wealth Management
California
$7.71M 146,595 +1,301 +0.9%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$5.84M 110,987 +4,681 +4%
GFP
8
Guardian Financial Partners
California
$5.47M 104,014 -9,414 -8%
UBS Group
9
UBS Group
Switzerland
$4.03M 76,581 +13,552 +22%
CFO
10
CVA Family Office
Colorado
$3.44M 65,420 -3,024 -4%
LRIA
11
Leonard Rickey Investment Advisors
Washington
$3.38M 64,185 +60 +0.1%
TAM
12
Townsend Asset Management
North Carolina
$2.98M 56,596 -10,207 -15%
HWA
13
HHM Wealth Advisors
Tennessee
$2.35M 44,749 +373 +0.8%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$2.3M 43,642 -1,284 -3%
Morgan Stanley
15
Morgan Stanley
New York
$1.75M 33,318 +3,826 +13%
MML Investors Services
16
MML Investors Services
Massachusetts
$1.7M 32,255 -5,995 -16%
RJA
17
Raymond James & Associates
Florida
$1.57M 29,751 -2,578 -8%
RDWM
18
Red Door Wealth Management
Tennessee
$1.52M 28,889 – –
RCA
19
Resonant Capital Advisors
Wisconsin
$1.47M 27,902 +27,902 New
CGL
20
Clarius Group LLC
Washington
$1.34M 25,377 – –
MIA
21
Milestone Investment Advisors
Wisconsin
$1.29M 24,514 +24,514 New
CCM
22
Coldstream Capital Management
Washington
$1.28M 24,245 +24,245 New
WANY
23
Wealthspire Advisors (New York)
New York
$1.24M 23,615 – –
FNC
24
First National Corp
Massachusetts
$1.17M 22,244 +14,921 +204%
WFA
25
Wade Financial Advisory
California
$1.01M 19,175 -6,921 -27%
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