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Schwab Fundamental US Broad Market Index ETF

109 hedge funds and large institutions have $157M invested in Schwab Fundamental US Broad Market Index ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
+1
Holders Change %
+0.93%
% of All Funds
1.74%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
12
Increased
37
Reduced
28
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FNC
26
First National Corp
Massachusetts
$1.23M
KFS
27
Kaizen Financial Strategies
California
$1.1M +$1.1M +60,009 New
EWP
28
Elevation Wealth Partners
California
$1.05M -$39.7K -2,163 -4%
CCM
29
Coldstream Capital Management
Washington
$1.05M -$291K -15,825 -22%
FG
30
Foster Group
Iowa
$1.01M -$1.76K -96 -0.2%
BBHC
31
Brown Brothers Harriman & Co
New York
$940K
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$939K +$243K +13,242 +35%
CW
33
Channel Wealth
California
$931K -$1.93K -105 -0.2%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$916K +$156K +8,505 +21%
WFA
35
Wade Financial Advisory
California
$889K -$98.3K -5,355 -10%
CWC
36
Carolinas Wealth Consulting
North Carolina
$858K +$4.02K +225 +0.5%
SWM
37
SeaCrest Wealth Management
New York
$850K +$14K +762 +2%
MWM
38
MorganRosel Wealth Management
Colorado
$840K +$6.34K +345 +0.8%
RTL
39
Red Tortoise LLC
Georgia
$833K +$3.64K +198 +0.4%
MML Investors Services
40
MML Investors Services
Massachusetts
$829K -$384K -20,925 -32%
QCG
41
Quadrant Capital Group
Ohio
$807K
GA
42
GSG Advisors
New Jersey
$758K +$758K +41,289 New
Citadel Advisors
43
Citadel Advisors
Florida
$751K -$233K -12,693 -24%
MCM
44
MAI Capital Management
Ohio
$727K -$3.25K -177 -0.4%
HWM
45
HB Wealth Management
Georgia
$695K
Creative Planning
46
Creative Planning
Kansas
$677K +$159K +8,637 +31%
AF
47
Advisornet Financial
Minnesota
$676K +$6.83K +372 +1%
Bank of America
48
Bank of America
North Carolina
$650K +$50.9K +2,772 +9%
BAM
49
Bellevue Asset Management
Washington
$639K -$5.51K -300 -0.9%
JIR
50
James Investment Research
Ohio
$619K +$97.6K +5,313 +19%