FNDB icon

Schwab Fundamental US Broad Market Index ETF

64 hedge funds and large institutions have $73M invested in Schwab Fundamental US Broad Market Index ETF in 2019 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
+4
Holders Change %
+6.67%
% of All Funds
1.39%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
12
Increased
16
Reduced
16
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SSB
51
Sandy Spring Bank
Maryland
$31K
EWM
52
Edge Wealth Management
New York
$25K
PMFA
53
Plante Moran Financial Advisors
Michigan
$17K
MPWT
54
MassMutual Private Wealth & Trust
Connecticut
$16K
JPMorgan Chase & Co
55
JPMorgan Chase & Co
New York
$16K +$16K +1,227 New
JPLA
56
Joseph P. Lucia & Associates
New York
$10K -$375K -29,232 -97%
FANJ
57
Financial Architects (New Jersey)
New Jersey
$9K -$450 -36 -5%
WAP
58
Wealthcare Advisory Partners
Pennsylvania
$4K +$4K +282 New
KCPG
59
Kavar Capital Partners Group
Kansas
$3K +$3K +225 New
FRA
60
Front Row Advisors
California
$2K
SIAS
61
Shine Investment Advisory Services
Colorado
$1K
Fidelity Investments
62
Fidelity Investments
Massachusetts
$1K +$1K +114 New
Jane Street
63
Jane Street
New York
-$734K -58,557 Closed
CW
64
CreativeOne Wealth
Kansas
-$486K -38,766 Closed
MWM
65
Mission Wealth Management
California
-$263K -21,000 Closed
CIC
66
Carnegie Investment Counsel
Ohio
-$211K -16,830 Closed
FNC
67
First National Corp
Massachusetts
-$97K -7,749 Closed
AP
68
Atwood & Palmer
Missouri
-$18K -1,446 Closed
WCM
69
WealthBridge Capital Management
Ohio
-$17K -1,320 Closed
ASN
70
Advisory Services Network
Georgia
-$8K -609 Closed