FNDB icon

Schwab Fundamental US Broad Market Index ETF

71 hedge funds and large institutions have $62.3M invested in Schwab Fundamental US Broad Market Index ETF in 2020 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 26 reducing their positions, and 7 closing their positions.

Holders
71
Holders Change
Holders Change %
0%
% of All Funds
1.57%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
9
Increased
20
Reduced
26
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
OWM
1
Opes Wealth Management
California
$9.5M 309,466 +7,763 +3%
HighTower Advisors
2
HighTower Advisors
Illinois
$6.51M 212,167 -8,912 -4%
Chevy Chase Trust
3
Chevy Chase Trust
Maryland
$4.97M 161,898 -2,576 -2%
CMO
4
Covenant Multifamily Offices
Texas
$3.73M 121,380 -8,042 -6%
CC
5
Callan Capital
California
$3.44M 111,881 +22,717 +25%
HWA
6
HHM Wealth Advisors
Tennessee
$3.22M 104,731 -37,297 -26%
LRIA
7
Leonard Rickey Investment Advisors
Washington
$2.64M 85,824 -5,149 -6%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$2.55M 83,064 +13,449 +19%
TAM
9
Townsend Asset Management
North Carolina
$2.21M 71,905 +470 +0.7%
AIP
10
Almanack Investment Partners
Pennsylvania
$2.16M 70,207 +24,199 +53%
RDWM
11
Red Door Wealth Management
Tennessee
$2.12M 69,112 +68,128 +6,924%
SSWM
12
Sheets Smith Wealth Management
North Carolina
$1.72M 55,858 +55,858 New
VCM
13
Vigilant Capital Management
Maine
$1.22M 39,730 -430 -1%
Jane Street
14
Jane Street
New York
$1.14M 37,134 -1,741 -4%
TPW
15
Tiller Private Wealth
Pennsylvania
$835K 27,190 -7,425 -21%
WANY
16
Wealthspire Advisors (New York)
New York
$725K 23,615 +23,615 New
Goldman Sachs
17
Goldman Sachs
New York
$723K 23,554
RPGK
18
Retirement Planning Group (Kansas)
Kansas
$705K 22,961 -15,968 -41%
PA
19
Paracle Advisors
Washington
$696K 22,673 +2,740 +14%
WAM
20
Wealthspire Advisors (Maryland)
Maryland
$694K 22,615 -500 -2%
HCIA
21
Hochman Cole Investment Advisors
Illinois
$655K 21,319 -2,410 -10%
BAM
22
Bellevue Asset Management
Washington
$620K 18,306 -843 -4%
SWA
23
SFMG Wealth Advisors
Texas
$576K 18,758 -4,592 -20%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$561K 18,259 -21,678 -54%
HB
25
Homrich & Berg
Georgia
$559K 18,222