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Schwab Fundamental US Broad Market Index ETF

153 hedge funds and large institutions have $315M invested in Schwab Fundamental US Broad Market Index ETF in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 65 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$5.14M
2 -$1.59M
3 -$832K
4
Citadel Advisors
Citadel Advisors
Florida
-$762K
5
JP Morgan Chase
JP Morgan Chase
New York
-$568K
Name Holding Trade Value Shares
Change
Change in
Stake
FNC
26
First National Corp
Massachusetts
$2.24M
RDWM
27
Red Door Wealth Management
Tennessee
$2.23M
CGL
28
Clarius Group LLC
Washington
$2.22M
CWM
29
Centurion Wealth Management
Virginia
$2.21M
KFS
30
Kaizen Financial Strategies
California
$2.19M
JIR
31
James Investment Research
Ohio
$2.19M
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$2.17M
Jones Financial Companies
33
Jones Financial Companies
Missouri
$2.02M
Corient Private Wealth
34
Corient Private Wealth
Florida
$1.98M
YWM
35
Yoder Wealth Management
California
$1.88M
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$1.87M
WANY
37
Wealthspire Advisors (New York)
New York
$1.82M
TAM
38
Townsend Asset Management
North Carolina
$1.76M
FG
39
Foster Group
Iowa
$1.73M
Mariner
40
Mariner
Kansas
$1.6M
MCM
41
MAI Capital Management
Ohio
$1.46M
NHC
42
Nicholas Hoffman & Company
Georgia
$1.46M
FCM
43
Family Capital Management
Michigan
$1.45M
CAPTRUST Financial Advisors
44
CAPTRUST Financial Advisors
North Carolina
$1.43M
CCM
45
Coldstream Capital Management
Washington
$1.39M
FFS
46
Founders Financial Securities
Maryland
$1.39M
BBHC
47
Brown Brothers Harriman & Co
New York
$1.32M
VAF
48
Values Added Financial
District of Columbia
$1.28M
CFG
49
Cornerstone Financial Group
Nebraska
$1.28M
RTL
50
Red Tortoise LLC
Georgia
$1.2M