FNDB icon

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 %
KHC
101
Koesten Hirschmann & Crabtree
Kansas
$166K
HI
102
Harbour Investments
Wisconsin
$160K +$8.94K +405 +6%
Wells Fargo
103
Wells Fargo
California
$151K +$66 +3 +0%
SAM
104
S.A. Mason
Michigan
$145K
Northwestern Mutual Wealth Management
105
Northwestern Mutual Wealth Management
Wisconsin
$140K +$18K +816 +15%
PCMC
106
Private Capital Management (Colorado)
Colorado
$131K -$4.24K -192 -3%
CIBC Private Wealth Group
107
CIBC Private Wealth Group
Georgia
$127K +$127K +5,790 New
PA
108
Pineridge Advisors
Missouri
$113K +$12.1K +546 +12%
BCM
109
Blume Capital Management
California
$66.3K
SOS
110
Silver Oak Securities
Tennessee
$59.4K +$59.4K +2,688 New
S
111
SignatureFD
Georgia
$48.9K -$397 -18 -0.8%
AA
112
Ancora Advisors
Ohio
$45.5K +$66 +3 +0.1%
NA
113
NewEdge Advisors
Louisiana
$42.5K
MPWT
114
MassMutual Private Wealth & Trust
Connecticut
$42K +$795 +36 +2%
Fidelity Investments
115
Fidelity Investments
Massachusetts
$37K +$133 +6 +0.4%
PA
116
Parallel Advisors
California
$33.1K
PK
117
Pflug Koory
Nebraska
$31.1K
CWA
118
Core Wealth Advisors
Florida
$24.8K
BFEC
119
Benjamin F. Edwards & Company
Missouri
$22K
CA
120
CoreCap Advisors
Michigan
$21.6K +$21.6K +978 New
MSG
121
Main Street Group
Virginia
$21.4K +$66 +3 +0.3%
SSB
122
Sandy Spring Bank
Maryland
$19.9K
AF
123
Allworth Financial
California
$19.9K
HGERS
124
Householder Group Estate & Retirement Specialist
Arizona
$15K
CMP
125
Coston McIsaac & Partners
Maine
$12K +$12K +561 New