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Schwab Fundamental US Broad Market Index ETF
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Overview Fund Activity

108 hedge funds and large institutions have $144M invested in Schwab Fundamental US Broad Market Index ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 35 reducing their positions, and 8 closing their positions.

Holders
108
Holders Change
+1
Holders Change %
+0.93%
% of All Funds
1.7%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
10
Increased
28
Reduced
35
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LNC
1
Lincoln National Corp
Pennsylvania
$2.32M
2
VA
2
Valmark Advisers
Ohio
$1.71M
3
FTUS
3
Flow Traders U.S.
New York
$976K
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$761K
5
EWA
5
Exencial Wealth Advisors
Oklahoma
$523K

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$2.26M
2
GFP
2
Guardian Financial Partners
California
$0
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$2.68M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.01M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$834K
Name Market Value Shares Shares
Change 		Shares
Change %
CC
1
Callan Capital
California
$26.6M 468,403 -2,411 -0.5%
HighTower Advisors
2
HighTower Advisors
Illinois
$10.9M 191,822 +919 +0.5%
SS
3
Sound Stewardship
Kansas
$10.7M 189,068 -1,232 -0.6%
OWM
4
Opes Wealth Management
California
$9.06M 159,692 +7,172 +5%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$6.93M 122,210 +5,635 +5%
UBS Group
6
UBS Group
Switzerland
$4.21M 74,281 -1,624 -2%
CFO
7
CVA Family Office
Colorado
$3.92M 69,083 +469 +0.7%
LRIA
8
Leonard Rickey Investment Advisors
Washington
$3.5M 61,770 -12 -0%
Morgan Stanley
9
Morgan Stanley
New York
$3.2M 56,351 +2,483 +5%
TAM
10
Townsend Asset Management
North Carolina
$3.12M 54,989 +857 +2%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$2.68M 47,149 -38,832 -45%
HWA
12
HHM Wealth Advisors
Tennessee
$2.49M 43,907 -457 -1%
LNC
13
Lincoln National Corp
Pennsylvania
$2.32M 40,856 +40,856 New
Ameriprise
14
Ameriprise
Minnesota
$2.26M 39,823 -205,554 -84%
VA
15
Valmark Advisers
Ohio
$1.71M 30,104 +30,104 New
MIA
16
Milestone Investment Advisors
Wisconsin
$1.65M 29,163 +4,528 +18%
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$1.65M 29,141 +6,052 +26%
RCA
18
Resonant Capital Advisors
Wisconsin
$1.65M 29,122 +995 +4%
RDWM
19
Red Door Wealth Management
Tennessee
$1.64M 28,889 – –
YWM
20
Yoder Wealth Management
California
$1.62M 28,539 – –
CGL
21
Clarius Group LLC
Washington
$1.53M 26,904 +27 +0.1%
CCM
22
Coldstream Capital Management
Washington
$1.38M 24,245 – –
WANY
23
Wealthspire Advisors (New York)
New York
$1.34M 23,580 – –
FNC
24
First National Corp
Massachusetts
$1.26M 22,262 -1,472 -6%
MML Investors Services
25
MML Investors Services
Massachusetts
$1.25M 22,021 -2,363 -10%
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