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Schwab Fundamental US Broad Market Index ETF

108 hedge funds and large institutions have $144M invested in Schwab Fundamental US Broad Market Index ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
108
Holders Change
+1
Holders Change %
+0.93%
% of All Funds
1.7%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
10
Increased
28
Reduced
35
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SFG
76
SNS Financial Group
Minnesota
$245K
Mercer Global Advisors
77
Mercer Global Advisors
Colorado
$232K -$73.7K -3,888 -24%
SWP
78
Stratos Wealth Partners
Ohio
$230K
Truist Financial
79
Truist Financial
North Carolina
$227K +$227K +12,021 New
RWA
80
Redhawk Wealth Advisors
Minnesota
$227K
CA
81
Crewe Advisors
Utah
$224K
KCM
82
Kendall Capital Management
Maryland
$212K -$28.9K -1,530 -12%
PCMC
83
Private Capital Management (Colorado)
Colorado
$199K +$397 +21 +0.2%
PNC Financial Services Group
84
PNC Financial Services Group
Pennsylvania
$198K +$124K +6,579 +169%
KHC
85
Koesten Hirschmann & Crabtree
Kansas
$142K
Wells Fargo
86
Wells Fargo
California
$137K -$57 -3 -0%
SAM
87
S.A. Mason
Michigan
$118K
BCM
88
Blume Capital Management
California
$56.7K +$56.7K +3,000 New
BWM
89
Baystate Wealth Management
Massachusetts
$49K +$284 +15 +0.6%
LF
90
Lee Financial
Texas
$46.2K
S
91
SignatureFD
Georgia
$42.2K
AA
92
Ancora Advisors
Ohio
$38.8K +$57 +3 +0.1%
NA
93
NewEdge Advisors
Louisiana
$36.4K
MPWT
94
MassMutual Private Wealth & Trust
Connecticut
$33.1K +$1.19K +63 +4%
Fidelity Investments
95
Fidelity Investments
Massachusetts
$31.6K
SSB
96
Sandy Spring Bank
Maryland
$28.4K -$5.67K -300 -17%
PA
97
Parallel Advisors
California
$28.4K
PK
98
Pflug Koory
Nebraska
$28K
KM
99
Kalos Management
Georgia
$22.5K
DWA
100
Dougherty Wealth Advisers
Minnesota
$21.6K