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Schwab Fundamental US Broad Market Index ETF

170 hedge funds and large institutions have $332M invested in Schwab Fundamental US Broad Market Index ETF in 2026 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 63 increasing their positions, 47 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
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
CFG
51
Cornerstone Financial Group
Nebraska
$1.39M
QCM
52
Quantinno Capital Management
New York
$1.39M
CCM
53
Coldstream Capital Management
Washington
$1.36M
VAF
54
Values Added Financial
District of Columbia
$1.35M
AQR Capital Management
55
AQR Capital Management
Connecticut
$1.33M
RTL
56
Red Tortoise LLC
Georgia
$1.27M
QCG
57
Quadrant Capital Group
Ohio
$1.2M
GA
58
GSG Advisors
New Jersey
$1.17M
CIC
59
Carnegie Investment Counsel
Ohio
$1.15M
HI
60
Harbour Investments
Wisconsin
$1.15M
HWM
61
HB Wealth Management
Georgia
$1.08M
Mercer Global Advisors
62
Mercer Global Advisors
Colorado
$1.06M
CW
63
Channel Wealth
California
$957K
MW
64
Marble Wealth
Alabama
$877K
MIA
65
Milestone Investment Advisors
Wisconsin
$830K
JP Morgan Chase
66
JP Morgan Chase
New York
$817K
GJIA
67
Glass Jacobson Investment Advisors
Maryland
$800K
AC
68
Avant Capital
Louisiana
$787K
MWM
69
McCartney Wealth Management
Missouri
$777K
SWA
70
SFMG Wealth Advisors
Texas
$761K
BAM
71
Bellevue Asset Management
Washington
$755K
EWA
72
Exencial Wealth Advisors
Oklahoma
$749K
FFA
73
Farther Finance Advisors
California
$690K
CAM
74
Cozad Asset Management
Illinois
$677K
CPIG
75
Chicago Partners Investment Group
Illinois
$661K