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Schwab Fundamental US Broad Market Index ETF

82 hedge funds and large institutions have $84.9M invested in Schwab Fundamental US Broad Market Index ETF in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 20 reducing their positions, and 6 closing their positions.

Holders
82
Holders Change
+4
Holders Change %
+5.13%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
20
Reduced
20
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EWM
51
Empirical Wealth Management
Washington
$255K
AA
52
Apriem Advisors
California
$236K
SWP
53
Stratos Wealth Partners
Ohio
$233K
Bank of America
54
Bank of America
North Carolina
$212K -$5.17K -303 -2%
UBS Group
55
UBS Group
Switzerland
$198K -$8.79K -513 -4%
SPIA
56
Steward Partners Investment Advisory
New York
$172K +$172K +10,053 New
Wells Fargo
57
Wells Fargo
California
$124K +$7.17K +420 +6%
CWM
58
Cedar Wealth Management
California
$121K
FCM
59
Firestone Capital Management
Florida
$88K
PA
60
Parallel Advisors
California
$51K
HFA
61
Hoover Financial Advisors
Pennsylvania
$51K
GWS
62
Glassman Wealth Services
Virginia
$44K
LF
63
Lee Financial
Texas
$42K
BWM
64
Baystate Wealth Management
Massachusetts
$42K +$153 +9 +0.4%
VCM
65
Versant Capital Management
Arizona
$42K +$155 +9 +0.4%
SSB
66
Sandy Spring Bank
Maryland
$41K
AA
67
Ancora Advisors
Ohio
$40K
S
68
SignatureFD
Georgia
$38K +$206 +12 +0.5%
NFG
69
Next Financial Group
Texas
$28K
CWA
70
Core Wealth Advisors
Florida
$27K
AL
71
ADE LLC
Maryland
$24K -$1.64M -95,679 -99%
MPWT
72
MassMutual Private Wealth & Trust
Connecticut
$21K
Fidelity Investments
73
Fidelity Investments
Massachusetts
$20K
JPLA
74
Joseph P. Lucia & Associates
New York
$13K
IA
75
IFP Advisors
Florida
$7K