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Schwab Fundamental US Broad Market Index ETF

89 hedge funds and large institutions have $117M invested in Schwab Fundamental US Broad Market Index ETF in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 34 increasing their positions, 24 reducing their positions, and 11 closing their positions.

Holders
89
Holders Change
-10
Holders Change %
-10.1%
% of All Funds
1.54%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
3
Increased
34
Reduced
24
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
QCG
26
Quadrant Capital Group
Ohio
$765K 16,242 -276 -2%
FG
27
Foster Group
Iowa
$754K 15,992 +88 +0.6%
LPL Financial
28
LPL Financial
California
$752K 15,959 -741 -4%
CWC
29
Carolinas Wealth Consulting
North Carolina
$740K 15,696 +87 +0.6%
SWM
30
SeaCrest Wealth Management
New York
$726K 15,404 -2,145 -12%
MCM
31
MAI Capital Management
Ohio
$630K 13,369 +8 +0.1%
VCM
32
Vigilant Capital Management
Maine
$608K 12,910 +210 +2%
HWM
33
HB Wealth Management
Georgia
$595K 12,621 -161 -1%
TRCT
34
Tower Research Capital (TRC)
New York
$581K 12,336 +7,662 +164%
BAM
35
Bellevue Asset Management
Washington
$565K 11,730
RPGK
36
Retirement Planning Group (Kansas)
Kansas
$564K 11,960 -473 -4%
Chevy Chase Trust
37
Chevy Chase Trust
Maryland
$558K 11,849 -1,545 -12%
SWA
38
SFMG Wealth Advisors
Texas
$528K 11,060 -84 -0.8%
AF
39
Advisornet Financial
Minnesota
$526K 11,167 +71 +0.6%
SFMG
40
Sage Financial Management Group
Virginia
$509K 10,800
BDF
41
Balasa Dinverno & Foltz
$500K 11,915 +1 +0%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$498K 10,573 +4,458 +73%
MG
43
Mather Group
Illinois
$479K 10,169 -532 -5%
CAM
44
Cozad Asset Management
Illinois
$470K 9,964 +120 +1%
Bank of America
45
Bank of America
North Carolina
$424K 8,990 +1,378 +18%
VNA
46
Valley National Advisers
Pennsylvania
$413K 8,277 +1 +0%
FNC
47
First National Corp
Massachusetts
$345K 7,323
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$341K 7,233 +2,215 +44%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$330K 7,003 -943 -12%
CIC
50
Carnegie Investment Counsel
Ohio
$326K 6,920