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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 %
CF
101
Centaurus Financial
California
$142K +$142K +6,507 New
Northwestern Mutual Wealth Management
102
Northwestern Mutual Wealth Management
Wisconsin
$139K
PCMC
103
Private Capital Management (Colorado)
Colorado
$127K -$2.43K -111 -2%
CIBC Private Wealth Group
104
CIBC Private Wealth Group
Georgia
$127K
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$84K -$377K -17,214 -82%
SPIA
106
Steward Partners Investment Advisory
New York
$75.8K +$75.8K +3,468 New
PA
107
Pineridge Advisors
Missouri
$75.6K -$36K -1,647 -32%
BCM
108
Blume Capital Management
California
$65.6K
SOS
109
Silver Oak Securities
Tennessee
$54.1K -$4.66K -213 -8%
S
110
SignatureFD
Georgia
$48.5K
NA
111
NewEdge Advisors
Louisiana
$42K
Jones Financial Companies
112
Jones Financial Companies
Missouri
$41K +$41K +1,875 New
HCP
113
Hexagon Capital Partners
Arkansas
$39.9K +$39.9K +1,827 New
Fidelity Investments
114
Fidelity Investments
Massachusetts
$39.9K +$3.21K +147 +9%
GJIA
115
Glass Jacobson Investment Advisors
Maryland
$36.2K +$26K +1,188 +252%
PA
116
Parallel Advisors
California
$32.8K
AA
117
Ancora Advisors
Ohio
$29.5K -$15.5K -711 -34%
BFEC
118
Benjamin F. Edwards & Company
Missouri
$22K
AF
119
Allworth Financial
California
$20.2K
SSB
120
Sandy Spring Bank
Maryland
$19.7K
KFS
121
Kelly Financial Services
Massachusetts
$19.1K +$12.3K +561 +178%
MSG
122
Main Street Group
Virginia
$17.5K -$3.8K -174 -18%
HGERS
123
Householder Group Estate & Retirement Specialist
Arizona
$14K
CMP
124
Coston McIsaac & Partners
Maine
$12K
VCM
125
Versant Capital Management
Arizona
$10.2K