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Schwab Fundamental US Broad Market Index ETF

95 hedge funds and large institutions have $131M invested in Schwab Fundamental US Broad Market Index ETF in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 40 increasing their positions, 20 reducing their positions, and 3 closing their positions.

Holders
95
Holders Change
+1
Holders Change %
+1.06%
% of All Funds
1.5%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
40
Reduced
20
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PA
76
Parallel Advisors
California
$59K
AF
77
Allworth Financial
California
$53K
BWM
78
Baystate Wealth Management
Massachusetts
$49K +$175 +9 +0.4%
LF
79
Lee Financial
Texas
$47K
SSB
80
Sandy Spring Bank
Maryland
$46K
S
81
SignatureFD
Georgia
$43K +$174 +9 +0.4%
AA
82
Ancora Advisors
Ohio
$39K -$5.76K -300 -13%
Fidelity Investments
83
Fidelity Investments
Massachusetts
$32K -$115 -6 -0.4%
KA
84
Kozak & Associates
Colorado
$30K
MPWT
85
MassMutual Private Wealth & Trust
Connecticut
$28K +$1.17K +60 +4%
CWA
86
Core Wealth Advisors
Florida
$22K
DWA
87
Dougherty Wealth Advisers
Minnesota
$22K
PWMG
88
Prestige Wealth Management Group
New Jersey
$15K -$3.75K -195 -20%
JIR
89
James Investment Research
Ohio
$15K +$15K +804 New
JPLA
90
Joseph P. Lucia & Associates
New York
$9K +$9K +480 New
IA
91
IFP Advisors
Florida
$8K +$1.94K +120 +32%
TWA
92
TCI Wealth Advisors
Arizona
$3K
RDIA
93
RE Dickinson Investment Advisors
Iowa
$2K +$2K +93 New
FRA
94
Front Row Advisors
California
$1K
JCIA
95
Jackson Creek Investment Advisors
Colorado
-$733K -37,905 Closed
TIM
96
Tevis Investment Management
Texas
-$324K -16,809 Closed
RA
97
Resolute Advisors
California
-$32K -1,656 Closed