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Schwab Fundamental US Broad Market Index ETF

160 hedge funds and large institutions have $307M invested in Schwab Fundamental US Broad Market Index ETF in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 67 increasing their positions, 35 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
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
FCM
26
Family Capital Management
Michigan
$2.46M
MCM
27
MAI Capital Management
Ohio
$2.36M
CWM
28
Centurion Wealth Management
Virginia
$2.34M
Ameriprise
29
Ameriprise
Minnesota
$2.32M
RDWM
30
Red Door Wealth Management
Tennessee
$2.3M
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$2.23M
CGL
32
Clarius Group LLC
Washington
$2.23M
KFS
33
Kaizen Financial Strategies
California
$2.18M
WANY
34
Wealthspire Advisors (New York)
New York
$2.09M
YWM
35
Yoder Wealth Management
California
$1.93M
TAM
36
Townsend Asset Management
North Carolina
$1.82M
FG
37
Foster Group
Iowa
$1.79M
NHC
38
Nicholas Hoffman & Company
Georgia
$1.78M
Goldman Sachs
39
Goldman Sachs
New York
$1.7M
FFS
40
Founders Financial Securities
Maryland
$1.58M
Corient Private Wealth
41
Corient Private Wealth
Florida
$1.54M
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$1.51M
AQR Capital Management
43
AQR Capital Management
Connecticut
$1.47M
SWM
44
SeaCrest Wealth Management
New York
$1.45M
CCM
45
Coldstream Capital Management
Washington
$1.44M
CFG
46
Cornerstone Financial Group
Nebraska
$1.39M
BBHC
47
Brown Brothers Harriman & Co
New York
$1.36M
VAF
48
Values Added Financial
District of Columbia
$1.32M
Wealth Enhancement Advisory Services
49
Wealth Enhancement Advisory Services
Minnesota
$1.24M
RTL
50
Red Tortoise LLC
Georgia
$1.24M