FNDB icon

Schwab Fundamental US Broad Market Index ETF

89 hedge funds and large institutions have $117M invested in Schwab Fundamental US Broad Market Index ETF in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 34 increasing their positions, 24 reducing their positions, and 11 closing their positions.

Holders
89
Holders Change
-10
Holders Change %
-10.1%
% of All Funds
1.54%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
3
Increased
34
Reduced
24
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CC
1
Callan Capital
California
$20.4M 432,989 +136,382 +46%
Ameriprise
2
Ameriprise
Minnesota
$10.4M 221,292 -190,395 -46%
HighTower Advisors
3
HighTower Advisors
Illinois
$8.63M 183,161 +6,675 +4%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$6.85M 145,327 -18,766 -11%
OWM
5
Opes Wealth Management
California
$6.85M 145,294 +2,165 +2%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$5.51M 116,930 +34,365 +42%
GFP
7
Guardian Financial Partners
California
$5.35M 113,428 -1,225 -1%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$5.01M 106,306 +38,779 +57%
CFO
9
CVA Family Office
Colorado
$3.23M 68,444 +16,467 +32%
TAM
10
Townsend Asset Management
North Carolina
$3.15M 66,803 +108 +0.2%
LRIA
11
Leonard Rickey Investment Advisors
Washington
$3.02M 64,125 -228 -0.4%
UBS Group
12
UBS Group
Switzerland
$2.97M 63,029 -19,132 -23%
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$2.12M 44,926 -6,479 -13%
HWA
14
HHM Wealth Advisors
Tennessee
$2.09M 44,376 -337 -0.8%
Osaic Holdings
15
Osaic Holdings
Arizona
$1.91M 40,462 +1,553 +4%
MML Investors Services
16
MML Investors Services
Massachusetts
$1.8M 38,250 +848 +2%
RJA
17
Raymond James & Associates
Florida
$1.52M 32,329 -8,990 -22%
Morgan Stanley
18
Morgan Stanley
New York
$1.39M 29,492 +2,855 +11%
RDWM
19
Red Door Wealth Management
Tennessee
$1.36M 28,889
WFA
20
Wade Financial Advisory
California
$1.23M 26,096 -2,793 -10%
CGL
21
Clarius Group LLC
Washington
$1.2M 25,377 +1,617 +7%
MWM
22
MorganRosel Wealth Management
Colorado
$1.14M 24,074 +8,150 +51%
WANY
23
Wealthspire Advisors (New York)
New York
$1.11M 23,615
BBHC
24
Brown Brothers Harriman & Co
New York
$1M 21,300 +21,300 New
Jane Street
25
Jane Street
New York
$771K 16,361 +16,361 New