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Schwab Fundamental US Broad Market Index ETF
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Overview Fund Activity

138 hedge funds and large institutions have $279M invested in Schwab Fundamental US Broad Market Index ETF in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 60 increasing their positions, 31 reducing their positions, and 7 closing their positions.

Holders
138
Holders Change
+5
Holders Change %
+3.76%
% of All Funds
2%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
13
Increased
60
Reduced
31
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$8.05M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$13.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$7.52M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$741K
5
SA
5
Sanctuary Advisors
Indiana
$755K

Top Sellers

1
GFP
1
Guardian Financial Partners
California
$4.45M
2
BA
2
Brightwater Advisory
Florida
$7.54M
3
HWA
3
HHM Wealth Advisors
Tennessee
$2.38M
4
VNA
4
Valley National Advisers
Pennsylvania
$166K
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FC
1
Financial Consulate
Maryland
$39M 553,625 +4,435 +0.8%
CC
2
Callan Capital
California
$32.2M 457,784 -881 -0.2%
HighTower Advisors
3
HighTower Advisors
Illinois
$15.5M 220,509 +2,903 +1%
SL
4
Systelligence LLC
Minnesota
$14.2M 201,315 +3,213 +2%
SS
5
Sound Stewardship
Kansas
$13.9M 198,159 +2,151 +1%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$13.5M 191,396 +27,784 +17%
OWM
7
Opes Wealth Management
California
$12M 170,538 +1,385 +0.8%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$8.65M 122,892 -443 -0.4%
Ameriprise
9
Ameriprise
Minnesota
$8.05M 114,349 +44,119 +63%
BA
10
Brightwater Advisory
Florida
$7.54M 107,155 -5,582 -5%
Morgan Stanley
11
Morgan Stanley
New York
$7.52M 106,872 +17,757 +20%
LPL Financial
12
LPL Financial
California
$5.89M 83,672 +1,443 +2%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$5.18M 73,557 +4,091 +6%
GFP
14
Guardian Financial Partners
California
$4.45M 63,199 -5,894 -9%
LRIA
15
Leonard Rickey Investment Advisors
Washington
$4.37M 62,140 -255 -0.4%
CFO
16
CVA Family Office
Colorado
$3.68M 52,246 -2,441 -4%
TAM
17
Townsend Asset Management
North Carolina
$3.59M 50,999 +175 +0.3%
MA
18
Mezzasalma Advisors
New Jersey
$3.43M 48,780 -116 -0.2%
UBS Group
19
UBS Group
Switzerland
$2.8M 39,816 -2,434 -6%
KFS
20
Kaizen Financial Strategies
California
$2.61M 37,061 +3,345 +10%
HWA
21
HHM Wealth Advisors
Tennessee
$2.38M 33,792 -5,200 -13%
RJA
22
Raymond James & Associates
Florida
$2.22M 31,613 +2,410 +8%
Bank of America
23
Bank of America
North Carolina
$2.11M 29,961 +384 +1%
RDWM
24
Red Door Wealth Management
Tennessee
$2.03M 28,889 – –
CGL
25
Clarius Group LLC
Washington
$2.01M 28,599 -147 -0.5%
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