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Schwab Fundamental US Broad Market Index ETF

133 hedge funds and large institutions have $254M invested in Schwab Fundamental US Broad Market Index ETF in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 45 increasing their positions, 37 reducing their positions, and 6 closing their positions.

Holders
133
Holders Change
+7
Holders Change %
+5.56%
% 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
14
Increased
45
Reduced
37
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FC
1
Financial Consulate
Maryland
$36.2M 546,597 +4,633 +0.9%
CC
2
Callan Capital
California
$30.5M 460,947 -1,786 -0.4%
HighTower Advisors
3
HighTower Advisors
Illinois
$14M 210,512 -6,517 -3%
SL
4
Systelligence LLC
Minnesota
$13.4M 201,600 -533 -0.3%
SS
5
Sound Stewardship
Kansas
$13M 195,668 +1,169 +0.6%
OWM
6
Opes Wealth Management
California
$11.2M 168,885 +2,914 +2%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$10.3M 154,948 +21,239 +16%
BA
8
Brightwater Advisory
Florida
$7.77M 117,261 +117,261 New
RJFSA
9
Raymond James Financial Services Advisors
Florida
$7.49M 113,063 +78,566 +228%
Morgan Stanley
10
Morgan Stanley
New York
$5.71M 86,158 -46,446 -35%
LPL Financial
11
LPL Financial
California
$5.07M 76,447 -10,466 -12%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$4.87M 73,569 +26,856 +57%
GFP
13
Guardian Financial Partners
California
$4.68M 70,688 -5,084 -7%
Ameriprise
14
Ameriprise
Minnesota
$4.47M 67,465 -1,693 -2%
LRIA
15
Leonard Rickey Investment Advisors
Washington
$4.01M 60,526 -1,086 -2%
CFO
16
CVA Family Office
Colorado
$3.69M 55,746 -5,752 -9%
TAM
17
Townsend Asset Management
North Carolina
$3.38M 51,012 +70 +0.1%
UBS Group
18
UBS Group
Switzerland
$3.29M 49,598 -902 -2%
HWA
19
HHM Wealth Advisors
Tennessee
$2.7M 40,817 -1,460 -3%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$2M 30,206 -764 -2%
MML Investors Services
21
MML Investors Services
Massachusetts
$1.98M 29,801 +16,404 +122%
MIA
22
Milestone Investment Advisors
Wisconsin
$1.96M 29,622 -3,906 -12%
RDWM
23
Red Door Wealth Management
Tennessee
$1.91M 28,889
CGL
24
Clarius Group LLC
Washington
$1.9M 28,746 +1,033 +4%
Citadel Advisors
25
Citadel Advisors
Florida
$1.9M 28,619 +18,108 +172%