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Schwab Fundamental US Broad Market Index ETF

152 hedge funds and large institutions have $287M invested in Schwab Fundamental US Broad Market Index ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 54 increasing their positions, 39 reducing their positions, and 10 closing their positions.

Holders
152
Holders Change
-1
Holders Change %
-0.65%
% of All Funds
2.04%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
14
Increased
54
Reduced
39
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FC
1
Financial Consulate
Maryland
$34.1M 1,422,825 -214,187 -13%
AC
2
AlphaCore Capital
California
$31M 1,293,595 +1,292,380 +106,369%
OWM
3
Opes Wealth Management
California
$16.8M 701,803 +67,217 +11%
HighTower Advisors
4
HighTower Advisors
Illinois
$16.7M 695,144 +22,146 +3%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$16.5M 686,144 +74,330 +12%
SS
6
Sound Stewardship
Kansas
$14.8M 616,513 +44,389 +8%
Bank of America
7
Bank of America
North Carolina
$10.4M 435,216 +24,702 +6%
Morgan Stanley
8
Morgan Stanley
New York
$9.14M 381,048 +21,114 +6%
BA
9
Brightwater Advisory
Florida
$6.96M 290,415 -5,611 -2%
Raymond James Financial
10
Raymond James Financial
Florida
$6.71M 279,639 -166,160 -37%
Goldman Sachs
11
Goldman Sachs
New York
$6.55M 273,068 +187,098 +218%
Ameriprise
12
Ameriprise
Minnesota
$6.28M 262,206 +15,379 +6%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$5.89M 245,556 +54,868 +29%
LRIA
14
Leonard Rickey Investment Advisors
Washington
$4.3M 179,405 -3,490 -2%
GFP
15
Guardian Financial Partners
California
$4.18M 174,339 -1,566 -0.9%
MML Investors Services
16
MML Investors Services
Massachusetts
$3.49M 145,641 +56,299 +63%
MA
17
Mezzasalma Advisors
New Jersey
$3.47M 144,666 +1,574 +1%
Corient Private Wealth
18
Corient Private Wealth
Florida
$3.35M 140,592 +91,345 +185%
TAM
19
Townsend Asset Management
North Carolina
$3.12M 130,051 -342 -0.3%
CFO
20
CVA Family Office
Colorado
$3.04M 126,680 -2,321 -2%
AV
21
Aspiring Ventures
Ohio
$2.91M 121,366
KFS
22
Kaizen Financial Strategies
California
$2.82M 117,633 -694 -0.6%
UBS Group
23
UBS Group
Switzerland
$2.77M 115,672 +6,564 +6%
LPL Financial
24
LPL Financial
California
$2.54M 105,719 -19,935 -16%
RCA
25
Resonant Capital Advisors
Wisconsin
$2.36M 98,247 +9,757 +11%