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Schwab Fundamental US Broad Market Index ETF
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Overview Fund Activity

109 hedge funds and large institutions have $157M invested in Schwab Fundamental US Broad Market Index ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 28 reducing their positions, and 10 closing their positions.

Holders
109
Holders Change
+1
Holders Change %
+0.93%
% of All Funds
1.74%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
12
Increased
37
Reduced
28
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SL
1
Systelligence LLC
Minnesota
$10.2M
2
GFP
2
Guardian Financial Partners
California
$4.62M
3
LPL Financial
3
LPL Financial
California
$4.47M
4
Ameriprise
4
Ameriprise
Minnesota
$3.91M
5
FTUS
5
Flow Traders U.S.
New York
$2.39M

Top Sellers

1
LNC
1
Lincoln National Corp
Pennsylvania
$0
2
VA
2
Valmark Advisers
Ohio
$0
3
UBS Group
3
UBS Group
Switzerland
$3.12M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
TRCT
5
Tower Research Capital (TRC)
New York
$34.3K
Name Market Value Shares Shares
Change 		Shares
Change %
CC
1
Callan Capital
California
$25.8M 467,797 -606 -0.1%
HighTower Advisors
2
HighTower Advisors
Illinois
$11.2M 203,845 +12,023 +6%
SS
3
Sound Stewardship
Kansas
$10.5M 190,275 +1,207 +0.6%
SL
4
Systelligence LLC
Minnesota
$10.2M 185,782 +185,782 New
OWM
5
Opes Wealth Management
California
$9.08M 164,745 +5,053 +3%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$6.76M 122,720 +510 +0.4%
GFP
7
Guardian Financial Partners
California
$4.62M 83,811 +83,811 New
LPL Financial
8
LPL Financial
California
$4.47M 81,184 +64,061 +374%
Ameriprise
9
Ameriprise
Minnesota
$3.91M 71,044 +31,221 +78%
CFO
10
CVA Family Office
Colorado
$3.73M 67,744 -1,339 -2%
LRIA
11
Leonard Rickey Investment Advisors
Washington
$3.39M 61,461 -309 -0.5%
Morgan Stanley
12
Morgan Stanley
New York
$3.31M 60,086 +3,735 +7%
UBS Group
13
UBS Group
Switzerland
$3.12M 56,704 -17,577 -24%
TAM
14
Townsend Asset Management
North Carolina
$2.93M 53,265 -1,724 -3%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$2.63M 47,659 +510 +1%
HWA
16
HHM Wealth Advisors
Tennessee
$2.41M 43,737 -170 -0.4%
FTUS
17
Flow Traders U.S.
New York
$2.39M 43,459 +26,258 +153%
MIA
18
Milestone Investment Advisors
Wisconsin
$1.84M 33,484 +4,321 +15%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$1.69M 30,670 +1,529 +5%
RDWM
20
Red Door Wealth Management
Tennessee
$1.59M 28,889 – –
YWM
21
Yoder Wealth Management
California
$1.57M 28,539 – –
RCA
22
Resonant Capital Advisors
Wisconsin
$1.54M 27,942 -1,180 -4%
CGL
23
Clarius Group LLC
Washington
$1.48M 26,908 +4 +0%
RJA
24
Raymond James & Associates
Florida
$1.32M 23,982 +10,485 +78%
WANY
25
Wealthspire Advisors (New York)
New York
$1.3M 23,580 – –
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