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Schwab Fundamental US Broad Market Index ETF

133 hedge funds and large institutions have $252M invested in Schwab Fundamental US Broad Market Index ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 43 reducing their positions, and 11 closing their positions.

Holders
133
Holders Change
Holders Change %
0%
% 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
12
Increased
34
Reduced
43
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WRPWM
76
Werba Rubin Papier Wealth Management
California
$362K
PWM
77
Perigon Wealth Management
California
$334K -$146K -6,696 -31%
EWM
78
Empirical Wealth Management
Washington
$319K -$66 -3 -0%
Wealth Enhancement Advisory Services
79
Wealth Enhancement Advisory Services
Minnesota
$310K +$310K +14,202 New
TIM
80
Total Investment Management
Arizona
$301K +$656 +30 +0.2%
Lido Advisors
81
Lido Advisors
California
$299K -$203K -9,246 -40%
VPIM
82
Vanguard Personalized Indexing Management
California
$280K
Mercer Global Advisors
83
Mercer Global Advisors
Colorado
$268K -$66 -3 -0%
Stifel Financial
84
Stifel Financial
Missouri
$259K +$36K +1,647 +16%
Baird Financial Group
85
Baird Financial Group
Wisconsin
$257K -$57.9K -2,649 -18%
FM
86
Foster & Motley
Ohio
$256K +$17.8K +816 +7%
4WM
87
49 Wealth Management
Texas
$238K -$18.7K -855 -7%
SWP
88
Stratos Wealth Partners
Ohio
$237K
VCWA
89
Vanguard Capital Wealth Advisors
Colorado
$229K +$229K +10,473 New
Susquehanna International Group
90
Susquehanna International Group
Pennsylvania
$217K -$807K -36,918 -79%
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$216K
ZIMP
92
Zimmermann Investment Management & Planning
Pennsylvania
$212K -$82.4K -3,771 -28%
BIM
93
Breakwater Investment Management
Washington
$199K
CA
94
Crewe Advisors
Utah
$193K
TCM
95
TruNorth Capital Management
Michigan
$184K
FFA
96
Farther Finance Advisors
California
$181K
KHC
97
Koesten Hirschmann & Crabtree
Kansas
$166K
HI
98
Harbour Investments
Wisconsin
$158K
TRCT
99
Tower Research Capital (TRC)
New York
$150K -$32.3K -1,476 -18%
SAM
100
S.A. Mason
Michigan
$143K