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Schwab Fundamental US Broad Market Index ETF

143 hedge funds and large institutions have $284M invested in Schwab Fundamental US Broad Market Index ETF in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 39 increasing their positions, 49 reducing their positions, and 9 closing their positions.

Holders
143
Holders Change
+5
Holders Change %
+3.62%
% of All Funds
1.9%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
16
Increased
39
Reduced
49
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TCM
101
TruNorth Capital Management
Michigan
$196K
FFA
102
Farther Finance Advisors
California
$193K +$582 +25 +0.3%
KHC
103
Koesten Hirschmann & Crabtree
Kansas
$175K
HI
104
Harbour Investments
Wisconsin
$171K +$791 +34 +0.5%
PA
105
Pineridge Advisors
Missouri
$164K +$56.4K +2,423 +52%
CF
106
Centaurus Financial
California
$158K +$8.27K +355 +6%
SAM
107
S.A. Mason
Michigan
$152K +$23 +1 +0%
Northwestern Mutual Wealth Management
108
Northwestern Mutual Wealth Management
Wisconsin
$147K
Jones Financial Companies
109
Jones Financial Companies
Missouri
$147K +$96K +4,128 +187%
VNA
110
Valley National Advisers
Pennsylvania
$145K -$18.7K -810 -11%
ACA
111
Aptus Capital Advisors
Alabama
$137K +$137K +5,889 New
CIBC Private Wealth Group
112
CIBC Private Wealth Group
Georgia
$135K -$23 -1 -0%
PFBT
113
Parkside Financial Bank & Trust
Missouri
$112K +$186 +8 +0.2%
PCMC
114
Private Capital Management (Colorado)
Colorado
$103K -$32.4K -1,393 -24%
TLA
115
Tanglewood Legacy Advisors
Texas
$97.5K +$97.5K +4,191 New
SPIA
116
Steward Partners Investment Advisory
New York
$80.7K
BCM
117
Blume Capital Management
California
$69.8K
Carson Wealth (CWM LLC)
118
Carson Wealth (CWM LLC)
Nebraska
$65K -$5.83K -249 -8%
Fidelity Investments
119
Fidelity Investments
Massachusetts
$56.2K -$45.4K -1,954 -45%
CA
120
CoreCap Advisors
Michigan
$55.7K
S
121
SignatureFD
Georgia
$52K +$23 +1 +0%
NA
122
NewEdge Advisors
Louisiana
$44.7K
HCP
123
Hexagon Capital Partners
Arkansas
$42.5K
PA
124
Parallel Advisors
California
$34.9K -$8.37K -360 -19%
PK
125
Pflug Koory
Nebraska
$32.7K