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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.

New
Increased
Maintained
Reduced
Closed
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 %
LDB
126
Lee, Danner & Bass
Tennessee
$31.4K +$31.4K +1,352 New
AA
127
Ancora Advisors
Ohio
$31.4K
AF
128
Allworth Financial
California
$26.7K +$4.99K +207 +23%
SSB
129
Sandy Spring Bank
Maryland
$20.9K
Bank of Montreal
130
Bank of Montreal
Ontario, Canada
$13.3K
CMP
131
Coston McIsaac & Partners
Maine
$13K
VCM
132
Versant Capital Management
Arizona
$10.8K
IA
133
IFP Advisors
Florida
$10.7K
PS
134
Pinney & Scofield
Massachusetts
$8.37K +$8.37K +360 New
MMCM
135
Murphy & Mullick Capital Management
New York
$6.63K +$6.63K +285 New
CFD
136
Creative Financial Designs
Indiana
$5.37K
AG
137
AmeriFlex Group
Nevada
$4.06K +$4.06K +168 New
Comerica Bank
138
Comerica Bank
Texas
$3.95K -$7.91K -340 -67%
BL
139
BFSG LLC
California
$3.02K +$3.02K +130 New
GWM
140
Geneos Wealth Management
Colorado
$2.01K -$23 -1 -1%
FRA
141
Front Row Advisors
California
$1.54K
TRCT
142
Tower Research Capital (TRC)
New York
$1.19K -$200K -8,589 -99%
LWA
143
Lowe Wealth Advisors
Maryland
$349
Wells Fargo
144
Wells Fargo
California
$4 -$45 -3 Closed
Prudential Financial
145
Prudential Financial
New Jersey
-$460K -19,596 Closed
SC
146
Savant Capital
Illinois
-$319K -13,611 Closed
ZIMP
147
Zimmermann Investment Management & Planning
Pennsylvania
-$228K -9,714 Closed
WAG
148
Winthrop Advisory Group
Massachusetts
-$211K -8,985 Closed
PS
149
Planned Solutions
California
-$108K -4,605 Closed
HGERS
150
Householder Group Estate & Retirement Specialist
Arizona
-$15K -678 Closed