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Schwab Fundamental US Broad Market Index ETF

143 hedge funds and large institutions have $284M invested in Schwab Fundamental US Broad Market Index ETF in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 39 increasing their positions, 49 reducing their positions, and 9 closing their positions.

Holders
143
Holders Change
+5
Holders Change %
+3.62%
% of All Funds
1.9%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
16
Increased
39
Reduced
49
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
51
SeaCrest Wealth Management
New York
$991K -$18.2K -783 -2%
AF
52
Advisornet Financial
Minnesota
$988K +$5.89K +253 +0.6%
GA
53
GSG Advisors
New Jersey
$980K +$3.37K +145 +0.3%
Creative Planning
54
Creative Planning
Kansas
$979K -$7K -301 -0.7%
MWM
55
MorganRosel Wealth Management
Colorado
$883K -$2.54K -109 -0.3%
HWM
56
HB Wealth Management
Georgia
$881K
CW
57
Channel Wealth
California
$877K
EWA
58
Exencial Wealth Advisors
Oklahoma
$871K -$42.7K -1,835 -5%
RWA
59
Redhawk Wealth Advisors
Minnesota
$806K
SA
60
Sanctuary Advisors
Indiana
$755K -$1.5M -61,643 -67%
EWP
61
Elevation Wealth Partners
California
$741K -$6.84K -294 -0.9%
BAM
62
Bellevue Asset Management
Washington
$722K -$19K -816 -3%
CAM
63
Cozad Asset Management
Illinois
$696K -$98.1K -4,219 -12%
SWA
64
SFMG Wealth Advisors
Texas
$651K
FTS
65
Fifth Third Securities
Ohio
$648K -$27K -1,161 -4%
KCM
66
KM Capital Management
Texas
$604K
MG
67
Mather Group
Illinois
$572K
LGWM
68
Litman Gregory Wealth Management
California
$561K +$36.4K +1,566 +7%
SA
69
Sovran Advisors
California
$531K +$531K +22,729 New
CPIG
70
Chicago Partners Investment Group
Illinois
$514K -$1.03M -44,058 -67%
Baird Financial Group
71
Baird Financial Group
Wisconsin
$507K +$81.3K +3,496 +19%
VCWA
72
Vanguard Capital Wealth Advisors
Colorado
$460K +$25.2K +1,084 +6%
GJIA
73
Glass Jacobson Investment Advisors
Maryland
$458K +$220K +9,467 +93%
AC
74
Avant Capital
Louisiana
$456K +$456K +19,622 New
Chevy Chase Trust
75
Chevy Chase Trust
Maryland
$448K