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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

120% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 10

34% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 47

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

6% more capital invested

Capital invested by funds: $312M → $332M (+$20M)

6% more funds holding

Funds holding: 161170 (+9)

0.55% less ownership

Funds ownership: 29.87%29.33% (-0.55%)

Holders
170
Holders Change
+9
Holders Change %
+5.59%
% of All Funds
2.09%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.07%
New
22
Increased
63
Reduced
47
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFG
51
Cornerstone Financial Group
Nebraska
$1.39M -$143K -5,146 -10%
QCM
52
Quantinno Capital Management
New York
$1.39M +$1.41M +50,957 New
CCM
53
Coldstream Capital Management
Washington
$1.36M -$118K -4,255 -8%
VAF
54
Values Added Financial
District of Columbia
$1.35M
AQR Capital Management
55
AQR Capital Management
Connecticut
$1.33M -$180K -6,517 -12%
RTL
56
Red Tortoise LLC
Georgia
$1.27M -$1.83K -66 -0.1%
QCG
57
Quadrant Capital Group
Ohio
$1.2M
GA
58
GSG Advisors
New Jersey
$1.17M +$3.43K +124 +0.3%
CIC
59
Carnegie Investment Counsel
Ohio
$1.15M +$702K +25,345 +149%
HI
60
Harbour Investments
Wisconsin
$1.15M +$961K +34,689 +464%
HWM
61
HB Wealth Management
Georgia
$1.08M +$54.2K +1,956 +5%
Mercer Global Advisors
62
Mercer Global Advisors
Colorado
$1.06M +$802K +28,967 +290%
CW
63
Channel Wealth
California
$957K +$4.85K +175 +0.5%
MW
64
Marble Wealth
Alabama
$877K +$19.5K +704 +2%
MIA
65
Milestone Investment Advisors
Wisconsin
$830K -$61.4K -2,217 -7%
JP Morgan Chase
66
JP Morgan Chase
New York
$817K -$205K -7,412 -19%
GJIA
67
Glass Jacobson Investment Advisors
Maryland
$800K +$14K +506 +2%
AC
68
Avant Capital
Louisiana
$787K +$26.1K +943 +3%
MWM
69
McCartney Wealth Management
Missouri
$777K +$526 +19 +0.1%
SWA
70
SFMG Wealth Advisors
Texas
$761K
BAM
71
Bellevue Asset Management
Washington
$755K
EWA
72
Exencial Wealth Advisors
Oklahoma
$749K -$14.4K -519 -2%
FFA
73
Farther Finance Advisors
California
$690K +$1.99K +72 +0.3%
CAM
74
Cozad Asset Management
Illinois
$677K -$25.1K -905 -4%
CPIG
75
Chicago Partners Investment Group
Illinois
$661K +$25.2K +909 +4%