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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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

3.12% less ownership

Funds ownership: 102.73%99.61% (-3.1%)

21% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 43

Holders
133
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1
$36M
2
$30.1M
3
$14.3M
4
$13M
5
$12.9M
6
$11.1M
7
$10.7M
8
$8.09M
9
$7.39M
10
$5.84M
11
$5.39M
12
$4.61M
13
$4.56M
14
$4.53M
15
$4.09M
16
$3.59M
17
$3.33M
18
$3.21M
19
$2.77M
20
$2.56M
21
$2.29M
22
$1.96M
23
$1.94M
24
$1.92M
25
$1.89M