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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.

Holders
108
Holders Change
+1
Holders Change %
+0.93%
% of All Funds
1.7%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
10
Increased
28
Reduced
35
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWA
51
SFMG Wealth Advisors
Texas
$628K
Corient Private Wealth
52
Corient Private Wealth
Florida
$624K +$52 +3 +0%
Bank of America
53
Bank of America
North Carolina
$617K +$41.4K +2,187 +7%
Osaic Holdings
54
Osaic Holdings
Arizona
$596K -$32.1K -1,701 -5%
Chevy Chase Trust
55
Chevy Chase Trust
Maryland
$554K -$31.9K -1,686 -5%
MG
56
Mather Group
Illinois
$546K -$31.3K -1,653 -5%
JIR
57
James Investment Research
Ohio
$537K -$26K -1,374 -5%
CAM
58
Cozad Asset Management
Illinois
$534K -$9.93K -525 -2%
Creative Planning
59
Creative Planning
Kansas
$534K +$86.8K +4,587 +19%
EWA
60
Exencial Wealth Advisors
Oklahoma
$523K +$523K +27,663 New
TRCT
61
Tower Research Capital (TRC)
New York
$480K -$279K -14,745 -37%
VNA
62
Valley National Advisers
Pennsylvania
$458K -$19.8K -1,044 -4%
Lido Advisors
63
Lido Advisors
California
$427K +$88.6K +4,686 +26%
LGWM
64
Litman Gregory Wealth Management
California
$413K +$413K +21,810 New
PA
65
PFG Advisors
Arizona
$374K
CIC
66
Carnegie Investment Counsel
Ohio
$372K -$1.14K -60 -0.3%
MWM
67
Madison Wealth Management
Ohio
$343K
Prudential Financial
68
Prudential Financial
New Jersey
$328K -$514K -27,165 -61%
CIAS
69
Capital Investment Advisory Services
North Carolina
$316K
WRPWM
70
Werba Rubin Papier Wealth Management
California
$313K +$1.53K +81 +0.5%
AC
71
Avant Capital
Louisiana
$301K +$1.14K +60 +0.4%
GRP
72
Global Retirement Partners
California
$279K
EWM
73
Empirical Wealth Management
Washington
$276K
NHC
74
Nicholas Hoffman & Company
Georgia
$266K +$266K +14,076 New
TIM
75
Total Investment Management
Arizona
$257K +$1.08K +57 +0.4%