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Schwab Fundamental US Broad Market Index ETF

70 hedge funds and large institutions have $46.1M invested in Schwab Fundamental US Broad Market Index ETF in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 29 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+1
Holders Change %
+1.45%
% of All Funds
1.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
11
Reduced
29
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
26
MorganRosel Wealth Management
Colorado
$523K +$190K +14,967 +57%
SWA
27
SFMG Wealth Advisors
Texas
$496K
JCIA
28
Jackson Creek Investment Advisors
Colorado
$477K +$477K +37,536 New
WFA
29
Wade Financial Advisory
California
$430K
Chevy Chase Trust
30
Chevy Chase Trust
Maryland
$429K -$3.44M -270,861 -89%
AIP
31
Almanack Investment Partners
Pennsylvania
$422K -$1.17M -83,712 -73%
AF
32
Advisornet Financial
Minnesota
$406K +$22.2K +1,743 +6%
CAM
33
Cozad Asset Management
Illinois
$386K
CCA
34
Cobblestone Capital Advisors
New York
$367K +$24.1K +1,896 +7%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$361K -$23.1K -1,818 -6%
VNA
36
Valley National Advisers
Pennsylvania
$361K -$343 -27 -0.1%
CFA
37
Carroll Financial Associates
North Carolina
$258K -$28.6K -2,259 -10%
CFO
38
CVA Family Office
Colorado
$256K +$267 +21 +0.1%
SCM
39
SOL Capital Management
Maryland
$255K -$170K -13,386 -40%
TIM
40
Total Investment Management
Arizona
$254K +$254K +20,379 New
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$244K -$3.43M -269,715 -93%
FTUS
42
Flow Traders U.S.
New York
$241K -$461K -36,303 -66%
MWM
43
Madison Wealth Management
Ohio
$230K
SFG
44
SNS Financial Group
Minnesota
$228K
Morgan Stanley
45
Morgan Stanley
New York
$213K -$75.5K -5,931 -26%
LPL Financial
46
LPL Financial
California
$205K -$28.7K -2,259 -12%
Bank of America
47
Bank of America
North Carolina
$162K
UBS Group
48
UBS Group
Switzerland
$153K
CWM
49
Cedar Wealth Management
California
$90K
Wells Fargo
50
Wells Fargo
California
$88K