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Schwab Fundamental US Broad Market Index ETF

161 hedge funds and large institutions have $312M invested in Schwab Fundamental US Broad Market Index ETF in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 68 increasing their positions, 35 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 5

94% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 35

3% more funds holding

Funds holding: 156161 (+5)

2% less capital invested

Capital invested by funds: $319M → $312M (-$6.34M)

1.06% less ownership

Funds ownership: 30.94%29.87% (-1.1%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
161
Holders Change
+5
Holders Change %
+3.21%
% of All Funds
1.96%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.06%
New
14
Increased
68
Reduced
35
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCA
26
Resonant Capital Advisors
Wisconsin
$2.53M -$63.3K -2,422 -2%
HWA
27
HHM Wealth Advisors
Tennessee
$2.48M -$1.96K -75 -0.1%
FCM
28
Family Capital Management
Michigan
$2.46M +$950K +36,377 +65%
MCM
29
MAI Capital Management
Ohio
$2.36M +$831K +31,824 +56%
CWM
30
Centurion Wealth Management
Virginia
$2.34M +$52.5K +2,009 +2%
Ameriprise
31
Ameriprise
Minnesota
$2.32M -$4.71M -180,376 -67%
RDWM
32
Red Door Wealth Management
Tennessee
$2.3M +$26 +1 +0%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$2.23M -$3.79K -145 -0.2%
CGL
34
Clarius Group LLC
Washington
$2.23M -$61.9K -2,370 -3%
KFS
35
Kaizen Financial Strategies
California
$2.18M -$88.8K -3,400 -4%
WANY
36
Wealthspire Advisors (New York)
New York
$2.09M +$210K +8,034 +11%
YWM
37
Yoder Wealth Management
California
$1.93M -$11K -420 -0.6%
TAM
38
Townsend Asset Management
North Carolina
$1.82M +$2.25K +86 +0.1%
FG
39
Foster Group
Iowa
$1.79M +$7.84K +300 +0.4%
NHC
40
Nicholas Hoffman & Company
Georgia
$1.78M +$270K +10,328 +18%
Goldman Sachs
41
Goldman Sachs
New York
$1.7M -$10.8M -412,443 -87%
FFS
42
Founders Financial Securities
Maryland
$1.58M +$143K +5,477 +10%
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$1.51M +$28.9K +1,107 +2%
AQR Capital Management
44
AQR Capital Management
Connecticut
$1.47M +$1.02M +38,959 +238%
SWM
45
SeaCrest Wealth Management
New York
$1.45M +$267K +10,225 +24%
CCM
46
Coldstream Capital Management
Washington
$1.44M
CFG
47
Cornerstone Financial Group
Nebraska
$1.39M +$72K +2,758 +6%
BBHC
48
Brown Brothers Harriman & Co
New York
$1.36M
VAF
49
Values Added Financial
District of Columbia
$1.32M
Wealth Enhancement Advisory Services
50
Wealth Enhancement Advisory Services
Minnesota
$1.24M +$26 +1 +0%