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Schwab Fundamental US Broad Market Index ETF

69 hedge funds and large institutions have $53.9M invested in Schwab Fundamental US Broad Market Index ETF in 2020 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 32 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
-2
Holders Change %
-2.82%
% of All Funds
1.42%
Holding in Top 10
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
16
Reduced
32
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FNC
26
First National Corp
Massachusetts
$492K +$69K +5,706 +16%
Osaic Holdings
27
Osaic Holdings
Arizona
$481K -$834K -69,069 -63%
SWA
28
SFMG Wealth Advisors
Texas
$472K -$208K -17,217 -31%
3C
29
361 Capital
Colorado
$464K +$86.5K +7,155 +23%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$463K +$61.6K +5,106 +15%
WFA
31
Wade Financial Advisory
California
$409K
SCM
32
SOL Capital Management
Maryland
$404K -$218K -18,000 -35%
CAM
33
Cozad Asset Management
Illinois
$367K +$367K +30,399 New
RJFSA
34
Raymond James Financial Services Advisors
Florida
$365K +$64.2K +5,319 +21%
AF
35
Advisornet Financial
Minnesota
$364K +$2.17K +180 +0.6%
VNA
36
Valley National Advisers
Pennsylvania
$344K -$225K -18,624 -40%
CCA
37
Cobblestone Capital Advisors
New York
$326K +$6.1K +504 +2%
MWM
38
MorganRosel Wealth Management
Colorado
$316K +$48.3K +3,996 +18%
Morgan Stanley
39
Morgan Stanley
New York
$274K -$76.1K -6,291 -22%
CFA
40
Carroll Financial Associates
North Carolina
$273K -$69.3K -5,742 -20%
CFO
41
CVA Family Office
Colorado
$243K -$2.94K -243 -1%
LPL Financial
42
LPL Financial
California
$222K -$28.8K -2,382 -11%
MWM
43
Madison Wealth Management
Ohio
$219K +$219K +18,126 New
SFG
44
SNS Financial Group
Minnesota
$217K -$74K -6,123 -25%
Bank of America
45
Bank of America
North Carolina
$154K -$7.73K -639 -5%
UBS Group
46
UBS Group
Switzerland
$146K
CWM
47
Cedar Wealth Management
California
$85K -$252K -20,925 -75%
Wells Fargo
48
Wells Fargo
California
$83K -$1.23K -102 -1%
PIMG
49
Patriot Investment Management Group
Tennessee
$71.6K +$71.6K +5,922 New
FCM
50
Firestone Capital Management
Florida
$62K