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Schwab Fundamental US Broad Market Index ETF

99 hedge funds and large institutions have $127M invested in Schwab Fundamental US Broad Market Index ETF in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 39 increasing their positions, 22 reducing their positions, and 6 closing their positions.

Holders
99
Holders Change
+4
Holders Change %
+4.21%
% of All Funds
1.67%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
39
Reduced
22
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SWM
26
SeaCrest Wealth Management
New York
$881K 17,549 +44 +0.3%
LPL Financial
27
LPL Financial
California
$839K 16,700 +35 +0.2%
QCG
28
Quadrant Capital Group
Ohio
$830K 16,518
MWM
29
MorganRosel Wealth Management
Colorado
$800K 15,924 +1,600 +11%
FG
30
Foster Group
Iowa
$799K 15,904 +1,081 +7%
CWC
31
Carolinas Wealth Consulting
North Carolina
$784K 15,609 +81 +0.5%
RTL
32
Red Tortoise LLC
Georgia
$766K 15,242 +57 +0.4%
Chevy Chase Trust
33
Chevy Chase Trust
Maryland
$673K 13,394 -885 -6%
MCM
34
MAI Capital Management
Ohio
$671K 13,361 +10 +0.1%
HWM
35
HB Wealth Management
Georgia
$642K 12,782
VCM
36
Vigilant Capital Management
Maine
$638K 12,700 +40 +0.3%
RPGK
37
Retirement Planning Group (Kansas)
Kansas
$625K 12,433 -141 -1%
BAM
38
Bellevue Asset Management
Washington
$591K 11,730
SWA
39
SFMG Wealth Advisors
Texas
$560K 11,144 +84 +0.8%
AF
40
Advisornet Financial
Minnesota
$557K 11,096 -94 -0.8%
SFMG
41
Sage Financial Management Group
Virginia
$542K 10,800 -950 -8%
MG
42
Mather Group
Illinois
$538K 10,701 -156 -1%
BDF
43
Balasa Dinverno & Foltz
$526K 11,914 -66 -0.6%
CAM
44
Cozad Asset Management
Illinois
$494K 9,844
VNA
45
Valley National Advisers
Pennsylvania
$423K 8,276 -188 -2%
MSFS
46
Main Street Financial Solutions
Pennsylvania
$405K 8,062
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$399K 7,946 -6,058 -43%
Bank of America
48
Bank of America
North Carolina
$381K 7,612 +474 +7%
FNC
49
First National Corp
Massachusetts
$368K 7,323
CIC
50
Carnegie Investment Counsel
Ohio
$348K 6,920 +15 +0.2%