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Schwab Fundamental US Broad Market Index ETF

99 hedge funds and large institutions have $127M invested in Schwab Fundamental US Broad Market Index ETF in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 39 increasing their positions, 22 reducing their positions, and 6 closing their positions.

Holders
99
Holders Change
+4
Holders Change %
+4.21%
% of All Funds
1.67%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
39
Reduced
22
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LF
76
Lee Financial
Texas
$41K 2,445
CWM
77
Cedar Wealth Management
California
$37K 2,190 -1,131 -34%
S
78
SignatureFD
Georgia
$37K 2,226
AA
79
Ancora Advisors
Ohio
$34K 2,037 +6 +0.3%
SSB
80
Sandy Spring Bank
Maryland
$30K 1,800 -600 -25%
Fidelity Investments
81
Fidelity Investments
Massachusetts
$28K 1,671
KA
82
Kozak & Associates
Colorado
$27K 1,641 +15 +0.9%
PA
83
Parallel Advisors
California
$25K 1,500 -1,500 -50%
MPWT
84
MassMutual Private Wealth & Trust
Connecticut
$25K 1,494 +63 +4%
CWA
85
Core Wealth Advisors
Florida
$19K 1,125
DWA
86
Dougherty Wealth Advisers
Minnesota
$19K 1,143
PK
87
Pflug Koory
Nebraska
$11K 660 +660 New
SWM
88
Spire Wealth Management
Virginia
$9K 546 -17,676 -97%
IA
89
IFP Advisors
Florida
$8K 495
JPLA
90
Joseph P. Lucia & Associates
New York
$8K 480
TWA
91
TCI Wealth Advisors
Arizona
$3K 153 +3 +2%
FHA
92
First Horizon Advisors
Tennessee
$3K 156 +156 New
HI
93
Harbour Investments
Wisconsin
$2K 129 +129 New
FRA
94
Front Row Advisors
California
$1K 66
RDIA
95
RE Dickinson Investment Advisors
Iowa
$2 93
TF
96
Trek Financial
Arizona
-283,698 Closed
Cetera Investment Advisers
97
Cetera Investment Advisers
Illinois
-10,605 Closed
RK
98
Rather & Kittrell
Tennessee
-10,590 Closed
WTA
99
Washington Trust Advisors
Massachusetts
-5,289 Closed
Koshinski Asset Management
100
Koshinski Asset Management
Illinois
-3,408 Closed