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Schwab Fundamental US Broad Market Index ETF

71 hedge funds and large institutions have $62.3M invested in Schwab Fundamental US Broad Market Index ETF in 2020 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 26 reducing their positions, and 7 closing their positions.

Holders
71
Holders Change
Holders Change %
0%
% of All Funds
1.57%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
9
Increased
20
Reduced
26
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PA
51
Parallel Advisors
California
$50K 1,650
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$37K 1,206
S
53
SignatureFD
Georgia
$32K 1,027 +299 +41%
NFG
54
Next Financial Group
Texas
$31K 995 -1,039 -51%
VCM
55
Versant Capital Management
Arizona
$30K 989 +118 +14%
FANJ
56
Financial Architects (New Jersey)
New Jersey
$27K 879 +5 +0.6%
GWS
57
Glassman Wealth Services
Virginia
$26K 850
LF
58
Lee Financial
Texas
$25K 815
SSB
59
Sandy Spring Bank
Maryland
$25K 800
BWM
60
Baystate Wealth Management
Massachusetts
$25K 808 +6 +0.7%
AA
61
Ancora Advisors
Ohio
$24K 797 +1 +0.1%
EWM
62
Edge Wealth Management
New York
$20K 645
QCG
63
Quadrant Capital Group
Ohio
$19K 645 -3,562 -85%
BMM
64
Berkshire Money Management
Massachusetts
$15K 482 +482 New
MPWT
65
MassMutual Private Wealth & Trust
Connecticut
$13K 412
JPLA
66
Joseph P. Lucia & Associates
New York
$8K 260
IA
67
IFP Advisors
Florida
$4K 125
WAP
68
Wealthcare Advisory Partners
Pennsylvania
$3K 94
FRA
69
Front Row Advisors
California
$1K 22
MWP
70
MYCIO Wealth Partners
Pennsylvania
-8,939 Closed
MWM
71
Madison Wealth Management
Ohio
-6,042 Closed
PMFA
72
Plante Moran Financial Advisors
Michigan
-439 Closed
IFWM
73
Institute for Wealth Management
Colorado
-180 Closed
LC
74
Lindbrook Capital
California
-156 Closed
SAM
75
S.A. Mason
Michigan
-76 Closed