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Schwab Fundamental US Broad Market Index ETF

138 hedge funds and large institutions have $279M invested in Schwab Fundamental US Broad Market Index ETF in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 60 increasing their positions, 31 reducing their positions, and 7 closing their positions.

Holders
138
Holders Change
+5
Holders Change %
+3.76%
% of All Funds
2%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
13
Increased
60
Reduced
31
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KHC
101
Koesten Hirschmann & Crabtree
Kansas
$177K
HI
102
Harbour Investments
Wisconsin
$172K +$1.48K +63 +0.9%
VNA
103
Valley National Advisers
Pennsylvania
$166K -$341K -14,550 -67%
SAM
104
S.A. Mason
Michigan
$154K +$70 +3 +0%
CF
105
Centaurus Financial
California
$151K -$1.9K -81 -1%
Northwestern Mutual Wealth Management
106
Northwestern Mutual Wealth Management
Wisconsin
$149K
PCMC
107
Private Capital Management (Colorado)
Colorado
$136K -$352 -15 -0.3%
CIBC Private Wealth Group
108
CIBC Private Wealth Group
Georgia
$136K
PFBT
109
Parkside Financial Bank & Trust
Missouri
$113K +$113K +4,803 New
PA
110
Pineridge Advisors
Missouri
$108K +$27.4K +1,167 +34%
PS
111
Planned Solutions
California
$108K +$108K +4,605 New
Fidelity Investments
112
Fidelity Investments
Massachusetts
$103K +$59.7K +2,547 +140%
SPIA
113
Steward Partners Investment Advisory
New York
$81.3K
Carson Wealth (CWM LLC)
114
Carson Wealth (CWM LLC)
Nebraska
$71K -$19K -810 -21%
BCM
115
Blume Capital Management
California
$70.4K
CA
116
CoreCap Advisors
Michigan
$56.2K +$56.2K +2,394 New
S
117
SignatureFD
Georgia
$52.4K +$352 +15 +0.7%
Jones Financial Companies
118
Jones Financial Companies
Missouri
$51.6K +$7.72K +330 +18%
NA
119
NewEdge Advisors
Louisiana
$45.1K
PA
120
Parallel Advisors
California
$43.6K +$8.44K +360 +24%
HCP
121
Hexagon Capital Partners
Arkansas
$42.9K
PK
122
Pflug Koory
Nebraska
$33K +$33K +1,407 New
AA
123
Ancora Advisors
Ohio
$31.7K
SSB
124
Sandy Spring Bank
Maryland
$21.1K
AF
125
Allworth Financial
California
$21.1K