FNDB icon

Schwab Fundamental US Broad Market Index ETF

133 hedge funds and large institutions have $254M invested in Schwab Fundamental US Broad Market Index ETF in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 45 increasing their positions, 37 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
+7
Holders Change %
+5.56%
% of All Funds
1.93%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
14
Increased
45
Reduced
37
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AF
51
Advisornet Financial
Minnesota
$857K +$40.5K +1,833 +5%
JIR
52
James Investment Research
Ohio
$846K -$6.69K -303 -0.8%
HWM
53
HB Wealth Management
Georgia
$836K
EWP
54
Elevation Wealth Partners
California
$788K -$480K -21,735 -38%
RWA
55
Redhawk Wealth Advisors
Minnesota
$765K
Mariner
56
Mariner
Kansas
$721K
BAM
57
Bellevue Asset Management
Washington
$704K -$2.65K -120 -0.4%
CAM
58
Cozad Asset Management
Illinois
$702K +$35.9K +1,626 +5%
CW
59
Channel Wealth
California
$686K -$252K -11,409 -27%
RPGK
60
Retirement Planning Group (Kansas)
Kansas
$681K -$38.2K -1,731 -5%
Corient Private Wealth
61
Corient Private Wealth
Florida
$678K
CA
62
CGN Advisors
Kansas
$651K -$94.2K -4,263 -13%
SWA
63
SFMG Wealth Advisors
Texas
$623K
EWA
64
Exencial Wealth Advisors
Oklahoma
$604K -$5.17K -234 -0.8%
Goldman Sachs
65
Goldman Sachs
New York
$590K +$590K +26,709 New
MG
66
Mather Group
Illinois
$575K
Chevy Chase Trust
67
Chevy Chase Trust
Maryland
$562K -$31.4K -1,422 -5%
Prudential Financial
68
Prudential Financial
New Jersey
$507K +$75.4K +3,414 +17%
Lido Advisors
69
Lido Advisors
California
$505K +$1.66K +75 +0.3%
PWM
70
Perigon Wealth Management
California
$485K
VNA
71
Valley National Advisers
Pennsylvania
$479K
CPIG
72
Chicago Partners Investment Group
Illinois
$470K +$470K +22,029 New
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$465K +$465K +21,048 New
CIC
74
Carnegie Investment Counsel
Ohio
$424K -$10.3K -465 -2%
LGWM
75
Litman Gregory Wealth Management
California
$413K +$1.72K +78 +0.4%