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Schwab Fundamental US Broad Market Index ETF
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Overview Fund Activity

153 hedge funds and large institutions have $282M invested in Schwab Fundamental US Broad Market Index ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 48 increasing their positions, 49 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
+10
Holders Change %
+6.99%
% of All Funds
2.08%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
17
Increased
48
Reduced
49
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OWM
1
Opes Wealth Management
California
$14.6M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.89M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.3M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$14.1M
5
BWM
5
BCGM Wealth Management
Indiana
$786K

Top Sellers

1
LPL Financial
1
LPL Financial
California
$2.89M
2
Ameriprise
2
Ameriprise
Minnesota
$5.67M
3
SL
3
Systelligence LLC
Minnesota
$9.94M
4
FTS
4
Fifth Third Securities
Ohio
$0
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWC
51
Carolinas Wealth Consulting
North Carolina
$1.03M -$30.1K -1,309 -3%
QCG
52
Quadrant Capital Group
Ohio
$1.01M – – –
SWM
53
SeaCrest Wealth Management
New York
$982K +$1.38K +60 +0.1%
GA
54
GSG Advisors
New Jersey
$927K +$4.55K +208 +0.5%
MIA
55
Milestone Investment Advisors
Wisconsin
$890K -$302K -13,135 -25%
HWM
56
HB Wealth Management
Georgia
$871K – – –
CW
57
Channel Wealth
California
$832K -$36.1K -1,570 -4%
EWA
58
Exencial Wealth Advisors
Oklahoma
$829K -$32.1K -1,395 -4%
RWA
59
Redhawk Wealth Advisors
Minnesota
$801K +$3.45K +150 +0.4%
BWM
60
BCGM Wealth Management
Indiana
$786K +$786K +34,146 New
MWM
61
MorganRosel Wealth Management
Colorado
$721K -$153K -6,631 -17%
AF
62
Advisornet Financial
Minnesota
$690K -$287K -12,494 -29%
CAM
63
Cozad Asset Management
Illinois
$689K – – –
BAM
64
Bellevue Asset Management
Washington
$657K -$57.5K -2,501 -8%
EWP
65
Elevation Wealth Partners
California
$657K -$75.8K -3,294 -10%
SWA
66
SFMG Wealth Advisors
Texas
$644K – – –
MG
67
Mather Group
Illinois
$566K – – –
KCM
68
KM Capital Management
Texas
$556K -$41.3K -1,795 -7%
LGWM
69
Litman Gregory Wealth Management
California
$519K -$36K -1,565 -6%
CPIG
70
Chicago Partners Investment Group
Illinois
$494K – – –
AC
71
Avant Capital
Louisiana
$484K +$32.3K +1,404 +7%
VCWA
72
Vanguard Capital Wealth Advisors
Colorado
$477K +$21.9K +952 +5%
AAS
73
Avantax Advisory Services
Texas
$475K +$170K +7,378 +56%
GJIA
74
Glass Jacobson Investment Advisors
Maryland
$458K – – –
FCM
75
Family Capital Management
Michigan
$456K +$456K +19,828 New
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3
4 5