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Schwab Fundamental US Broad Market Index ETF

108 hedge funds and large institutions have $144M invested in Schwab Fundamental US Broad Market Index ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 35 reducing their positions, and 8 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: $ → $

9.56% less ownership

Funds ownership: 93.99%84.44% (-9.6%)

20% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 35

Holders
108
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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
51
$628K
52
$624K
53
$617K
54
$596K
55
$554K
56
$546K
57
$537K
58
$534K
59
$534K
60
$523K
61
$480K
62
$458K
63
$427K
64
$413K
65
$374K
66
$372K
67
$343K
68
$328K
69
$316K
70
$313K
71
$301K
72
$279K
73
$276K
74
$266K
75
$257K