FNDB icon

Schwab Fundamental US Broad Market Index ETF

89 hedge funds and large institutions have $117M invested in Schwab Fundamental US Broad Market Index ETF in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 34 increasing their positions, 24 reducing their positions, and 11 closing their positions.

Holders
89
Holders Change
-10
Holders Change %
-10.1%
% of All Funds
1.54%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
3
Increased
34
Reduced
24
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PK
76
Pflug Koory
Nebraska
$22K 1,395 +735 +111%
DWA
77
Dougherty Wealth Advisers
Minnesota
$18K 1,143
CWA
78
Core Wealth Advisors
Florida
$18K 1,125
AF
79
Allworth Financial
California
$14K 900 -1,842 -67%
IA
80
IFP Advisors
Florida
$8K 495
AIP
81
Almanack Investment Partners
Pennsylvania
$8K 513 +513 New
TWA
82
TCI Wealth Advisors
Arizona
$2K 153
HI
83
Harbour Investments
Wisconsin
$2K 129
FHA
84
First Horizon Advisors
Tennessee
$2K 156
FRA
85
Front Row Advisors
California
$1K 66
RDIA
86
RE Dickinson Investment Advisors
Iowa
$1K 93
Citadel Advisors
87
Citadel Advisors
Florida
-58,833 Closed
SFG
88
SNS Financial Group
Minnesota
-13,698 Closed
AA
89
Apriem Advisors
California
-12,675 Closed
AC
90
Avant Capital
Louisiana
-12,456 Closed
SWP
91
Stratos Wealth Partners
Ohio
-12,168 Closed
Northwestern Mutual Wealth Management
92
Northwestern Mutual Wealth Management
Wisconsin
-3,384 Closed
Citigroup
93
Citigroup
New York
-2,601 Closed
KA
94
Kozak & Associates
Colorado
-1,641 Closed
SWM
95
Spire Wealth Management
Virginia
-546 Closed
JPLA
96
Joseph P. Lucia & Associates
New York
-480 Closed
TIM
97
Tevis Investment Management
Texas
-18 Closed
LWA
98
Lowe Wealth Advisors
Maryland
$0 15
BWL
99
Bogart Wealth LLC
Virginia
$0 6
GWM
100
Geneos Wealth Management
Colorado
$0 48