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Schwab Fundamental US Broad Market Index ETF

170 hedge funds and large institutions have $332M invested in Schwab Fundamental US Broad Market Index ETF in 2026 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 63 increasing their positions, 47 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 10

34% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 47

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

6% more capital invested

Capital invested by funds: $312M → $332M (+$20M)

6% more funds holding

Funds holding: 161170 (+9)

0.55% less ownership

Funds ownership: 29.87%29.33% (-0.55%)

Holders
170
Holders Change
+9
Holders Change %
+5.59%
% of All Funds
2.09%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.07%
New
22
Increased
63
Reduced
47
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AC
1
AlphaCore Capital
California
$33.4M -$2.12M -76,476 -6%
FC
2
Financial Consulate
Maryland
$28.3M +$561K +20,265 +2%
OWM
3
Opes Wealth Management
California
$20.3M +$197K +7,116 +1%
HighTower Advisors
4
HighTower Advisors
Illinois
$17.8M -$1.39M -50,076 -7%
SS
5
Sound Stewardship
Kansas
$17.4M +$150K +5,416 +0.9%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$13.3M -$6.54M -236,007 -33%
Morgan Stanley
7
Morgan Stanley
New York
$12M +$1.12M +40,270 +10%
Bank of America
8
Bank of America
North Carolina
$11.8M -$55.3K -1,998 -0.5%
Raymond James Financial
9
Raymond James Financial
Florida
$8.19M +$483K +17,436 +6%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$7.56M +$815K +29,435 +12%
BA
11
Brightwater Advisory
Florida
$7.42M -$202K -7,302 -3%
FCM
12
Family Capital Management
Michigan
$6.38M +$3.93M +142,045 +153%
Mariner
13
Mariner
Kansas
$5.47M +$2.51M +90,627 +82%
LRIA
14
Leonard Rickey Investment Advisors
Washington
$4.77M -$28.9K -1,043 -0.6%
MML Investors Services
15
MML Investors Services
Massachusetts
$4.67M +$323K +11,667 +7%
CA
16
Clearstead Advisors
Ohio
$4.6M +$4.68M +168,947 New
RF
17
Rossby Financial
Florida
$4.58M +$4.65M +168,076 New
Jones Financial Companies
18
Jones Financial Companies
Missouri
$3.72M +$1.11M +39,958 +40%
MA
19
Mezzasalma Advisors
New Jersey
$3.72M -$158K -5,694 -4%
GFP
20
Guardian Financial Partners
California
$3.66M -$222K -8,023 -6%
EP
21
Essential Partners
California
$3.45M +$2.63K +95 +0.1%
AV
22
Aspiring Ventures
Ohio
$3.24M -$12.2K -442 -0.4%
UBS Group
23
UBS Group
Switzerland
$3.16M +$105K +3,790 +3%
CFO
24
CVA Family Office
Colorado
$3M -$385K -13,896 -11%
JIR
25
James Investment Research
Ohio
$2.99M +$364K +13,137 +14%