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Schwab Fundamental US Broad Market Index ETF

133 hedge funds and large institutions have $252M invested in Schwab Fundamental US Broad Market Index ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 43 reducing their positions, and 11 closing their positions.

Holders
133
Holders Change
Holders Change %
0%
% 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
12
Increased
34
Reduced
43
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HWM
51
HB Wealth Management
Georgia
$828K
Mariner
52
Mariner
Kansas
$812K +$98.2K +4,494 +14%
EWP
53
Elevation Wealth Partners
California
$759K -$21.2K -972 -3%
RWA
54
Redhawk Wealth Advisors
Minnesota
$757K
CAM
55
Cozad Asset Management
Illinois
$746K +$51.6K +2,361 +7%
Osaic Holdings
56
Osaic Holdings
Arizona
$718K -$256K -11,700 -26%
Corient Private Wealth
57
Corient Private Wealth
Florida
$698K
BAM
58
Bellevue Asset Management
Washington
$697K
RPGK
59
Retirement Planning Group (Kansas)
Kansas
$673K -$459 -21 -0.1%
FTS
60
Fifth Third Securities
Ohio
$670K +$670K +30,513 New
SA
61
Sanctuary Advisors
Indiana
$653K +$653K +30,669 New
CW
62
Channel Wealth
California
$647K -$31.6K -1,446 -5%
SWA
63
SFMG Wealth Advisors
Texas
$617K
MG
64
Mather Group
Illinois
$565K -$59K -2,673 -9%
EWA
65
Exencial Wealth Advisors
Oklahoma
$539K -$58.4K -2,673 -10%
Chevy Chase Trust
66
Chevy Chase Trust
Maryland
$530K -$26.3K -1,203 -5%
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$502K +$182K +8,289 +57%
CPIG
68
Chicago Partners Investment Group
Illinois
$499K
LGWM
69
Litman Gregory Wealth Management
California
$488K +$80K +3,660 +20%
VNA
70
Valley National Advisers
Pennsylvania
$472K -$1.24K -57 -0.3%
KCM
71
KM Capital Management
Texas
$463K +$463K +21,186 New
CIC
72
Carnegie Investment Counsel
Ohio
$419K
GVAG
73
Great Valley Advisor Group
Delaware
$379K
Prudential Financial
74
Prudential Financial
New Jersey
$378K -$123K -5,640 -25%
CIAS
75
Capital Investment Advisory Services
North Carolina
$366K