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Schwab Fundamental US Broad Market Index ETF

153 hedge funds and large institutions have $285M invested in Schwab Fundamental US Broad Market Index ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 53 increasing their positions, 40 reducing their positions, and 11 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
Name Holding Trade Value Shares
Change
Change in
Stake
CGL
26
Clarius Group LLC
Washington
$2.15M
RDWM
27
Red Door Wealth Management
Tennessee
$2.08M
FNC
28
First National Corp
Massachusetts
$2.04M
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$2M
JIR
30
James Investment Research
Ohio
$1.76M
YWM
31
Yoder Wealth Management
California
$1.75M
WANY
32
Wealthspire Advisors (New York)
New York
$1.7M
FG
33
Foster Group
Iowa
$1.56M
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$1.48M
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$1.46M
Mariner
36
Mariner
Kansas
$1.38M
MCM
37
MAI Capital Management
Ohio
$1.36M
CCM
38
Coldstream Capital Management
Washington
$1.3M
Jones Financial Companies
39
Jones Financial Companies
Missouri
$1.26M
BBHC
40
Brown Brothers Harriman & Co
New York
$1.23M
FFS
41
Founders Financial Securities
Maryland
$1.19M
VAF
42
Values Added Financial
District of Columbia
$1.19M
NHC
43
Nicholas Hoffman & Company
Georgia
$1.18M
Corient Private Wealth
44
Corient Private Wealth
Florida
$1.17M
Osaic Holdings
45
Osaic Holdings
Arizona
$1.17M
CFG
46
Cornerstone Financial Group
Nebraska
$1.16M
RTL
47
Red Tortoise LLC
Georgia
$1.11M
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$1.09M
QCG
49
Quadrant Capital Group
Ohio
$1.05M
Creative Planning
50
Creative Planning
Kansas
$1.04M