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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 $151M invested in Schwab Fundamental US Broad Market Index ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 38 increasing their positions, 26 reducing their positions, and 8 closing their positions.

Holders
107
Holders Change
–
Holders Change %
0%
% of All Funds
1.71%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
10
Increased
38
Reduced
26
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EWP
1
Elevation Wealth Partners
California
$1.6M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.56M
3
YWM
3
Yoder Wealth Management
California
$1.54M
4
Morgan Stanley
4
Morgan Stanley
New York
$2.92M
5
CW
5
Channel Wealth
California
$905K

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$4.65M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$1.25M
3
RJA
3
Raymond James & Associates
Florida
$922K
4
GFP
4
Guardian Financial Partners
California
$5.13M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$1.32M
Name Market Value Shares Shares
Change 		Shares
Change %
CC
1
Callan Capital
California
$25.5M 470,814 -2,979 -0.6%
Ameriprise
2
Ameriprise
Minnesota
$13.3M 245,377 -5,665 -2%
HighTower Advisors
3
HighTower Advisors
Illinois
$10.3M 190,903 -1,084 -0.6%
SS
4
Sound Stewardship
Kansas
$10.3M 190,300 +4,740 +3%
OWM
5
Opes Wealth Management
California
$8.25M 152,520 +5,925 +4%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$6.31M 116,575 +5,588 +5%
GFP
7
Guardian Financial Partners
California
$5.13M 94,744 -9,270 -9%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$4.65M 85,981 -117,581 -58%
UBS Group
9
UBS Group
Switzerland
$4.11M 75,905 -676 -0.9%
CFO
10
CVA Family Office
Colorado
$3.71M 68,614 +3,194 +5%
LRIA
11
Leonard Rickey Investment Advisors
Washington
$3.34M 61,782 -2,403 -4%
TAM
12
Townsend Asset Management
North Carolina
$2.93M 54,132 -2,464 -4%
Morgan Stanley
13
Morgan Stanley
New York
$2.92M 53,868 +20,550 +62%
HWA
14
HHM Wealth Advisors
Tennessee
$2.4M 44,364 -385 -0.9%
EWP
15
Elevation Wealth Partners
California
$1.6M 29,540 +29,540 New
RDWM
16
Red Door Wealth Management
Tennessee
$1.56M 28,889 – –
Citadel Advisors
17
Citadel Advisors
Florida
$1.56M 28,757 +28,757 New
YWM
18
Yoder Wealth Management
California
$1.54M 28,539 +28,539 New
RCA
19
Resonant Capital Advisors
Wisconsin
$1.52M 28,127 +225 +0.8%
CGL
20
Clarius Group LLC
Washington
$1.45M 26,877 +1,500 +6%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$1.34M 24,776 +11,372 +85%
MIA
22
Milestone Investment Advisors
Wisconsin
$1.33M 24,635 +121 +0.5%
MML Investors Services
23
MML Investors Services
Massachusetts
$1.32M 24,384 -7,871 -24%
CCM
24
Coldstream Capital Management
Washington
$1.31M 24,245 – –
FNC
25
First National Corp
Massachusetts
$1.28M 23,734 +1,490 +7%
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