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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.

New
Increased
Maintained
Reduced
Closed
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 %
Comerica Bank
126
Comerica Bank
Texas
$6.56K
RWMG
127
Redwood Wealth Management Group
New Jersey
$2.95K +$2.95K +135 New
CPA
128
Clear Point Advisors
New York
$2.43K
GWM
129
Geneos Wealth Management
Colorado
$1.86K
FRA
130
Front Row Advisors
California
$1.45K
US Bancorp
131
US Bancorp
Minnesota
$1.44K +$1.44K +66 New
GI
132
Gradient Investments
Minnesota
$656 +$656 +30 New
LWA
133
Lowe Wealth Advisors
Maryland
$328
Wells Fargo
134
Wells Fargo
California
$26 -$151K -6,843 Closed
Citadel Advisors
135
Citadel Advisors
Florida
-$1.9M -85,857 Closed
CA
136
CGN Advisors
Kansas
-$651K -29,457 Closed
SFMG
137
Sage Financial Management Group
Virginia
-$387K -17,535 Closed
GRP
138
Global Retirement Partners
California
-$325K -14,730 Closed
MWM
139
Mission Wealth Management
California
-$320K -14,481 Closed
KCM
140
Kendall Capital Management
Maryland
-$209K -9,447 Closed
IWC
141
Integrated Wealth Concepts
Massachusetts
-$200K -9,072 Closed
MPWT
142
MassMutual Private Wealth & Trust
Connecticut
-$42K -1,902 Closed
CWA
143
Core Wealth Advisors
Florida
-$24.8K -1,125 Closed
CA
144
CoreCap Advisors
Michigan
-$21.6K -978 Closed