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Schwab Fundamental US Broad Market Index ETF

107 hedge funds and large institutions have $148M invested in Schwab Fundamental US Broad Market Index ETF in 2022 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 30 increasing their positions, 22 reducing their positions, and 5 closing their positions.

Holders
107
Holders Change
+18
Holders Change %
+20.22%
% of All Funds
1.73%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
24
Increased
30
Reduced
22
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$929K -$6.72M -383,034 -88%
BBHC
27
Brown Brothers Harriman & Co
New York
$898K -$223K -12,729 -20%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$890K +$510K +29,052 +134%
SWM
29
SeaCrest Wealth Management
New York
$865K +$54.8K +3,123 +7%
FG
30
Foster Group
Iowa
$855K +$13.2K +750 +2%
CWC
31
Carolinas Wealth Consulting
North Carolina
$830K +$4.53K +258 +0.5%
QCG
32
Quadrant Capital Group
Ohio
$829K -$25.6K -1,458 -3%
MWM
33
MorganRosel Wealth Management
Colorado
$807K -$460K -26,217 -36%
RTL
34
Red Tortoise LLC
Georgia
$792K +$792K +45,165 New
LPL Financial
35
LPL Financial
California
$760K -$79.5K -4,533 -9%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$705K +$337K +19,203 +91%
MCM
37
MAI Capital Management
Ohio
$704K +$579 +33 +0.1%
VCM
38
Vigilant Capital Management
Maine
$672K -$6.84K -390 -1%
HWM
39
HB Wealth Management
Georgia
$664K
Prudential Financial
40
Prudential Financial
New Jersey
$638K +$638K +36,372 New
RPGK
41
Retirement Planning Group (Kansas)
Kansas
$617K -$12.8K -729 -2%
BAM
42
Bellevue Asset Management
Washington
$610K -$2.09K -120 -0.3%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$597K +$41.5K +2,370 +7%
AF
44
Advisornet Financial
Minnesota
$592K +$4.47K +255 +0.8%
SWA
45
SFMG Wealth Advisors
Texas
$582K
Chevy Chase Trust
46
Chevy Chase Trust
Maryland
$571K -$52.6K -3,000 -8%
SFMG
47
Sage Financial Management Group
Virginia
$568K
Corient Private Wealth
48
Corient Private Wealth
Florida
$541K +$541K +36,204 New
MG
49
Mather Group
Illinois
$535K
CAM
50
Cozad Asset Management
Illinois
$524K