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Schwab Fundamental US Broad Market Index ETF

133 hedge funds and large institutions have $254M invested in Schwab Fundamental US Broad Market Index ETF in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 45 increasing their positions, 37 reducing their positions, and 6 closing their positions.

Holders
133
Holders Change
+7
Holders Change %
+5.56%
% of All Funds
1.93%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
14
Increased
45
Reduced
37
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SFMG
76
Sage Financial Management Group
Virginia
$387K -$11.3K -510 -3%
GVAG
77
Great Valley Advisor Group
Delaware
$383K +$50K +2,265 +15%
CIAS
78
Capital Investment Advisory Services
North Carolina
$369K
WRPWM
79
Werba Rubin Papier Wealth Management
California
$366K
GRP
80
Global Retirement Partners
California
$325K
Royal Bank of Canada
81
Royal Bank of Canada
Ontario, Canada
$323K -$335K -15,162 -51%
EWM
82
Empirical Wealth Management
Washington
$322K
MWM
83
Mission Wealth Management
California
$320K +$320K +14,481 New
Baird Financial Group
84
Baird Financial Group
Wisconsin
$318K -$12.3K -555 -4%
TIM
85
Total Investment Management
Arizona
$304K +$1.06K +48 +0.4%
ZIMP
86
Zimmermann Investment Management & Planning
Pennsylvania
$297K -$38.2K -1,731 -11%
VPIM
87
Vanguard Personalized Indexing Management
California
$282K +$282K +12,786 New
Mercer Global Advisors
88
Mercer Global Advisors
Colorado
$271K +$199 +9 +0.1%
4WM
89
49 Wealth Management
Texas
$259K -$14.3K -651 -5%
FM
90
Foster & Motley
Ohio
$241K +$18.5K +837 +8%
SWP
91
Stratos Wealth Partners
Ohio
$240K
Stifel Financial
92
Stifel Financial
Missouri
$225K -$47.4K -2,145 -17%
PNC Financial Services Group
93
PNC Financial Services Group
Pennsylvania
$219K
KCM
94
Kendall Capital Management
Maryland
$209K -$8.28K -375 -4%
BIM
95
Breakwater Investment Management
Washington
$201K +$201K +9,087 New
IWC
96
Integrated Wealth Concepts
Massachusetts
$200K -$17K -771 -8%
CA
97
Crewe Advisors
Utah
$195K
TCM
98
TruNorth Capital Management
Michigan
$186K +$186K +8,433 New
TRCT
99
Tower Research Capital (TRC)
New York
$184K -$99.5K -4,503 -35%
FFA
100
Farther Finance Advisors
California
$182K +$182K +8,280 New