FNDB icon

Schwab Fundamental US Broad Market Index ETF

109 hedge funds and large institutions have $157M invested in Schwab Fundamental US Broad Market Index ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
+1
Holders Change %
+0.93%
% of All Funds
1.74%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
12
Increased
37
Reduced
28
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SFG
76
SNS Financial Group
Minnesota
$238K
Baird Financial Group
77
Baird Financial Group
Wisconsin
$238K +$238K +12,942 New
CA
78
CGN Advisors
Kansas
$230K +$230K +12,504 New
Mercer Global Advisors
79
Mercer Global Advisors
Colorado
$225K
Truist Financial
80
Truist Financial
North Carolina
$221K
PCMC
81
Private Capital Management (Colorado)
Colorado
$195K +$1.38K +75 +0.7%
CA
82
Crewe Advisors
Utah
$162K -$55.1K -3,000 -25%
KHC
83
Koesten Hirschmann & Crabtree
Kansas
$138K
Wells Fargo
84
Wells Fargo
California
$126K -$7.33K -399 -6%
HI
85
Harbour Investments
Wisconsin
$125K +$123K +6,675 +5,057%
SAM
86
S.A. Mason
Michigan
$120K +$55 +3 +0%
BCM
87
Blume Capital Management
California
$55.1K
AC
88
AlphaCore Capital
California
$50.2K +$50.2K +2,736 New
BWM
89
Baystate Wealth Management
Massachusetts
$47.8K +$220 +12 +0.5%
LF
90
Lee Financial
Texas
$44.9K
S
91
SignatureFD
Georgia
$41K
AA
92
Ancora Advisors
Ohio
$37.7K +$55 +3 +0.1%
NA
93
NewEdge Advisors
Louisiana
$35.3K
TRCT
94
Tower Research Capital (TRC)
New York
$34.3K -$432K -23,529 -93%
MPWT
95
MassMutual Private Wealth & Trust
Connecticut
$33.2K +$1.1K +60 +3%
Fidelity Investments
96
Fidelity Investments
Massachusetts
$30.7K
PA
97
Parallel Advisors
California
$27.5K
PK
98
Pflug Koory
Nebraska
$25.8K -$1.38K -75 -5%
CWA
99
Core Wealth Advisors
Florida
$20.7K
SSB
100
Sandy Spring Bank
Maryland
$16.5K -$11K -600 -40%