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Schwab Fundamental US Broad Market Index ETF

156 hedge funds and large institutions have $319M invested in Schwab Fundamental US Broad Market Index ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 66 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 33

10% more capital invested

Capital invested by funds: $289M → $319M (+$29.7M)

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

0% more funds holding

Funds holding: 156156 (0)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.23% less ownership

Funds ownership: 31.17%30.94% (-0.23%)

Holders
156
Holders Change
Holders Change %
0%
% of All Funds
2.05%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
12
Increased
66
Reduced
33
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
26
HHM Wealth Advisors
Tennessee
$2.41M -$79.6K -3,205 -3%
FNC
27
First National Corp
Massachusetts
$2.24M +$42.3K +1,702 +2%
RDWM
28
Red Door Wealth Management
Tennessee
$2.23M
CGL
29
Clarius Group LLC
Washington
$2.22M -$78.4K -3,154 -4%
CWM
30
Centurion Wealth Management
Virginia
$2.21M +$2.14M +85,973 New
KFS
31
Kaizen Financial Strategies
California
$2.19M -$804K -32,352 -28%
JIR
32
James Investment Research
Ohio
$2.19M +$293K +11,793 +16%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$2.17M +$19.4K +781 +0.9%
Jones Financial Companies
34
Jones Financial Companies
Missouri
$2.02M +$635K +25,574 +48%
Corient Private Wealth
35
Corient Private Wealth
Florida
$1.98M +$690K +27,766 +57%
YWM
36
Yoder Wealth Management
California
$1.88M
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$1.87M +$1.8M +72,584 New
WANY
38
Wealthspire Advisors (New York)
New York
$1.82M
TAM
39
Townsend Asset Management
North Carolina
$1.76M -$1.53M -61,631 -47%
FG
40
Foster Group
Iowa
$1.73M +$48.8K +1,964 +3%
Mariner
41
Mariner
Kansas
$1.6M +$114K +4,583 +8%
MCM
42
MAI Capital Management
Ohio
$1.46M +$696 +28 +0%
NHC
43
Nicholas Hoffman & Company
Georgia
$1.46M +$192K +7,740 +16%
FCM
44
Family Capital Management
Michigan
$1.45M +$552K +22,213 +65%
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$1.43M -$126K -5,079 -8%
CCM
46
Coldstream Capital Management
Washington
$1.39M
FFS
47
Founders Financial Securities
Maryland
$1.39M +$104K +4,200 +8%
BBHC
48
Brown Brothers Harriman & Co
New York
$1.32M
VAF
49
Values Added Financial
District of Columbia
$1.28M
CFG
50
Cornerstone Financial Group
Nebraska
$1.28M +$34.6K +1,394 +3%