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Schwab Fundamental US Broad Market Index ETF
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Overview Fund Activity

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
–

Top Buyers

1
AC
1
AlphaCore Capital
California
$31M
2
Goldman Sachs
2
Goldman Sachs
New York
$6.55M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$3.35M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$16.5M
5
OWM
5
Opes Wealth Management
California
$16.8M

Top Sellers

1
SL
1
Systelligence LLC
Minnesota
$0
2
FC
2
Financial Consulate
Maryland
$34.1M
3
Raymond James Financial
3
Raymond James Financial
Florida
$6.71M
4
CWC
4
Carolinas Wealth Consulting
North Carolina
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$762K
Name Market Value Shares Shares
Change 		Shares
Change %
HWA
26
HHM Wealth Advisors
Tennessee
$2.32M 96,693 – –
CGL
27
Clarius Group LLC
Washington
$2.15M 89,484 – –
RDWM
28
Red Door Wealth Management
Tennessee
$2.08M 86,728 – –
FNC
29
First National Corp
Massachusetts
$2.04M 85,225 – –
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$2M 83,401 -2,341 -3%
JIR
31
James Investment Research
Ohio
$1.76M 73,197 +5,373 +8%
YWM
32
Yoder Wealth Management
California
$1.75M 73,067 -150 -0.2%
WANY
33
Wealthspire Advisors (New York)
New York
$1.7M 70,740 – –
FG
34
Foster Group
Iowa
$1.56M 65,114 +4,111 +7%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$1.48M 61,525 +6,180 +11%
CAPTRUST Financial Advisors
36
CAPTRUST Financial Advisors
North Carolina
$1.46M 60,788 -15,761 -21%
Mariner
37
Mariner
Kansas
$1.38M 57,569 +5,400 +10%
MCM
38
MAI Capital Management
Ohio
$1.36M 56,822 +28 +0%
CCM
39
Coldstream Capital Management
Washington
$1.3M 54,096 – –
Jones Financial Companies
40
Jones Financial Companies
Missouri
$1.26M 52,895 +34,406 +186%
BBHC
41
Brown Brothers Harriman & Co
New York
$1.23M 51,171 – –
FFS
42
Founders Financial Securities
Maryland
$1.19M 49,823 +49,823 New
VAF
43
Values Added Financial
District of Columbia
$1.19M 49,678 – –
NHC
44
Nicholas Hoffman & Company
Georgia
$1.18M 49,107 +158 +0.3%
Osaic Holdings
45
Osaic Holdings
Arizona
$1.17M 49,750 +99 +0.2%
CFG
46
Cornerstone Financial Group
Nebraska
$1.16M 48,270 +62 +0.1%
RTL
47
Red Tortoise LLC
Georgia
$1.11M 46,357 +81 +0.2%
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$1.09M 44,412 +44,412 New
QCG
49
Quadrant Capital Group
Ohio
$1.05M 43,944 – –
Creative Planning
50
Creative Planning
Kansas
$1.04M 43,241 -6,519 -13%
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