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Schwab Fundamental US Broad Market Index ETF

109 hedge funds and large institutions have $157M invested in Schwab Fundamental US Broad Market Index ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 28 reducing their positions, and 10 closing their positions.

Holders
109
Holders Change
+1
Holders Change %
+0.93%
% of All Funds
1.74%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
12
Increased
37
Reduced
28
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RPGK
51
Retirement Planning Group (Kansas)
Kansas
$615K -$26.3K -1,431 -4%
SWA
52
SFMG Wealth Advisors
Texas
$609K
Corient Private Wealth
53
Corient Private Wealth
Florida
$601K -$847 -51 -0.1%
JPMorgan Chase & Co
54
JPMorgan Chase & Co
New York
$544K -$195K -10,638 -26%
MG
55
Mather Group
Illinois
$530K
EWA
56
Exencial Wealth Advisors
Oklahoma
$525K +$16.6K +903 +3%
CAM
57
Cozad Asset Management
Illinois
$519K
Chevy Chase Trust
58
Chevy Chase Trust
Maryland
$519K -$19.6K -1,065 -4%
Osaic Holdings
59
Osaic Holdings
Arizona
$468K -$112K -6,117 -19%
VNA
60
Valley National Advisers
Pennsylvania
$431K -$13.4K -729 -3%
Lido Advisors
61
Lido Advisors
California
$416K +$1.54K +84 +0.4%
LGWM
62
Litman Gregory Wealth Management
California
$401K
CIC
63
Carnegie Investment Counsel
Ohio
$361K
SFMG
64
Sage Financial Management Group
Virginia
$347K +$347K +18,915 New
AC
65
Avant Capital
Louisiana
$340K +$47.4K +2,583 +16%
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$337K +$145K +7,875 +75%
MWM
67
Madison Wealth Management
Ohio
$333K
Prudential Financial
68
Prudential Financial
New Jersey
$323K +$5.01K +273 +2%
NHC
69
Nicholas Hoffman & Company
Georgia
$307K +$48.6K +2,649 +19%
CIAS
70
Capital Investment Advisory Services
North Carolina
$307K
WRPWM
71
Werba Rubin Papier Wealth Management
California
$304K
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$290K -$431K -23,481 -60%
EWM
73
Empirical Wealth Management
Washington
$268K
GRP
74
Global Retirement Partners
California
$266K
TIM
75
Total Investment Management
Arizona
$250K +$992 +54 +0.4%