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Schwab Fundamental US Broad Market Index ETF

133 hedge funds and large institutions have $252M invested in Schwab Fundamental US Broad Market Index ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 43 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

3.12% less ownership

Funds ownership: 102.73%99.61% (-3.1%)

21% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 43

Holders
133
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
26
$1.89M
27
$1.84M
28
$1.77M
29
$1.69M
30
$1.59M
31
$1.55M
32
$1.52M
33
$1.49M
34
$1.37M
35
$1.26M
36
$1.26M
37
$1.25M
38
$1.23M
39
$1.17M
40
$1.12M
41
$1.03M
42
$1M
43
$999K
44
$961K
45
$947K
46
$938K
47
$916K
48
$914K
49
$875K
50
$832K