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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 %
AF
101
Allworth Financial
California
$16.5K
MAWA
102
Moss Adams Wealth Advisors
Washington
$16.5K +$16.5K +900 New
Comerica Bank
103
Comerica Bank
Texas
$14.9K +$14.9K +810 New
HGERS
104
Householder Group Estate & Retirement Specialist
Arizona
$12.5K +$12.5K +678 New
VCM
105
Versant Capital Management
Arizona
$8.55K
GWM
106
Geneos Wealth Management
Colorado
$1.33K +$444 +24 +50%
FRA
107
Front Row Advisors
California
$1.21K
CWM
108
Cedar Wealth Management
California
$826 +$826 +45 New
LWA
109
Lowe Wealth Advisors
Maryland
$275
LNC
110
Lincoln National Corp
Pennsylvania
-$2.32M -122,568 Closed
VA
111
Valmark Advisers
Ohio
-$1.71M -90,312 Closed
Susquehanna International Group
112
Susquehanna International Group
Pennsylvania
-$834K -44,088 Closed
PA
113
PFG Advisors
Arizona
-$374K -19,794 Closed
SWP
114
Stratos Wealth Partners
Ohio
-$230K -12,135 Closed
RWA
115
Redhawk Wealth Advisors
Minnesota
-$227K -12,000 Closed
KCM
116
Kendall Capital Management
Maryland
-$212K -11,205 Closed
KM
117
Kalos Management
Georgia
-$22.5K -1,191 Closed
DWA
118
Dougherty Wealth Advisers
Minnesota
-$21.6K -1,143 Closed
RDIA
119
RE Dickinson Investment Advisors
Iowa
-$2K -93 Closed