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Schwab Fundamental US Broad Market Index ETF

153 hedge funds and large institutions have $282M invested in Schwab Fundamental US Broad Market Index ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 48 increasing their positions, 49 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

1% less capital invested

Capital invested by funds: $284M → $282M (-$2.31M)

2% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 49

Holders
153
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
26
$2.04M
27
$2M
28
$1.98M
29
$1.97M
30
$1.96M
31
$1.89M
32
$1.76M
33
$1.68M
34
$1.63M
35
$1.56M
36
$1.4M
37
$1.31M
38
$1.3M
39
$1.27M
40
$1.24M
41
$1.2M
42
$1.18M
43
$1.14M
44
$1.14M
45
$1.14M
46
$1.13M
47
$1.12M
48
$1.06M
49
$1.06M
50
$1.05M