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Schwab Fundamental US Broad Market Index ETF

107 hedge funds and large institutions have $151M invested in Schwab Fundamental US Broad Market Index ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 38 increasing their positions, 26 reducing their positions, and 8 closing their positions.

Holders
107
Holders Change
Holders Change %
0%
% of All Funds
1.71%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
10
Increased
38
Reduced
26
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WANY
26
Wealthspire Advisors (New York)
New York
$1.28M -$1.89K -105 -0.1%
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$1.25M -$1.11M -61,659 -47%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$1.06M +$145K +8,037 +16%
WFA
29
Wade Financial Advisory
California
$1.04M -$758 -42 -0.1%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$1M +$48.1K +2,667 +5%
FG
31
Foster Group
Iowa
$955K +$76.5K +4,239 +9%
BBHC
32
Brown Brothers Harriman & Co
New York
$923K
RJA
33
Raymond James & Associates
Florida
$922K -$688K -38,145 -43%
CW
34
Channel Wealth
California
$905K +$905K +50,160 New
CWC
35
Carolinas Wealth Consulting
North Carolina
$858K +$4.11K +228 +0.5%
QCG
36
Quadrant Capital Group
Ohio
$853K
SWM
37
SeaCrest Wealth Management
New York
$829K -$61K -3,384 -7%
MWM
38
MorganRosel Wealth Management
Colorado
$819K -$11.4K -630 -1%
RTL
39
Red Tortoise LLC
Georgia
$816K +$866 +48 +0.1%
Prudential Financial
40
Prudential Financial
New Jersey
$803K +$147K +8,127 +22%
LPL Financial
41
LPL Financial
California
$801K +$19.3K +1,068 +2%
VCM
42
Vigilant Capital Management
Maine
$765K +$73.1K +4,050 +11%
MCM
43
MAI Capital Management
Ohio
$725K +$541 +30 +0.1%
TRCT
44
Tower Research Capital (TRC)
New York
$724K +$294K +16,296 +68%
HWM
45
HB Wealth Management
Georgia
$683K
BAM
46
Bellevue Asset Management
Washington
$633K
RPGK
47
Retirement Planning Group (Kansas)
Kansas
$630K -$3.79K -210 -0.6%
AF
48
Advisornet Financial
Minnesota
$630K +$21.1K +1,170 +3%
Osaic Holdings
49
Osaic Holdings
Arizona
$601K +$69K +3,825 +13%
SWA
50
SFMG Wealth Advisors
Texas
$599K