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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, 122 increasing their positions, 3 reducing their positions, and 9 closing their positions.

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
122
Reduced
3
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FC
1
Financial Consulate
Maryland
$38.2M 1,641,227 +1,087,602 +196%
CC
2
Callan Capital
California
$31.5M 1,353,972 +896,188 +196%
HighTower Advisors
3
HighTower Advisors
Illinois
$15.5M 666,080 +445,571 +202%
SS
4
Sound Stewardship
Kansas
$13.6M 582,573 +384,414 +194%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$13.4M 576,193 +384,797 +201%
OWM
6
Opes Wealth Management
California
$12.1M 518,825 +348,287 +204%
SL
7
Systelligence LLC
Minnesota
$10.7M 461,048 +259,733 +129%
Raymond James Financial
8
Raymond James Financial
Florida
$9.77M 420,197 +420,197 New
Bank of America
9
Bank of America
North Carolina
$9.65M 414,938 +384,977 +1,285%
Morgan Stanley
10
Morgan Stanley
New York
$8.29M 356,426 +249,554 +234%
Ameriprise
11
Ameriprise
Minnesota
$8.25M 355,075 +240,726 +211%
BA
12
Brightwater Advisory
Florida
$7.05M 302,913 +195,758 +183%
LPL Financial
13
LPL Financial
California
$6.07M 261,127 +177,455 +212%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$4.45M 191,392 +117,835 +160%
GFP
15
Guardian Financial Partners
California
$4.35M 186,822 +123,623 +196%
LRIA
16
Leonard Rickey Investment Advisors
Washington
$4.3M 184,958 +122,818 +198%
TAM
17
Townsend Asset Management
North Carolina
$3.34M 143,384 +92,385 +181%
MA
18
Mezzasalma Advisors
New Jersey
$3.3M 141,997 +93,217 +191%
CFO
19
CVA Family Office
Colorado
$3.06M 131,540 +79,294 +152%
AV
20
Aspiring Ventures
Ohio
$2.91M 121,666 +121,666 New
KFS
21
Kaizen Financial Strategies
California
$2.76M 118,651 +81,590 +220%
UBS Group
22
UBS Group
Switzerland
$2.38M 102,529 +62,713 +158%
HWA
23
HHM Wealth Advisors
Tennessee
$2.31M 99,273 +65,481 +194%
RDWM
24
Red Door Wealth Management
Tennessee
$2.02M 86,667 +57,778 +200%
MML Investors Services
25
MML Investors Services
Massachusetts
$2.01M 86,327 +59,019 +216%