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Schwab Fundamental US Broad Market Index ETF

154 hedge funds and large institutions have $286M invested in Schwab Fundamental US Broad Market Index ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 54 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
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
SWM
51
SeaCrest Wealth Management
New York
$1.02M
GA
52
GSG Advisors
New Jersey
$1.02M
HWM
53
HB Wealth Management
Georgia
$908K
MIA
54
Milestone Investment Advisors
Wisconsin
$897K
EWA
55
Exencial Wealth Advisors
Oklahoma
$862K
RWA
56
Redhawk Wealth Advisors
Minnesota
$838K
FCM
57
Family Capital Management
Michigan
$817K
Citadel Advisors
58
Citadel Advisors
Florida
$762K
SA
59
Sanctuary Advisors
Indiana
$757K
CW
60
Channel Wealth
California
$747K
MWM
61
MorganRosel Wealth Management
Colorado
$733K
CAM
62
Cozad Asset Management
Illinois
$695K
BAM
63
Bellevue Asset Management
Washington
$685K
SWA
64
SFMG Wealth Advisors
Texas
$671K
Cetera Investment Advisers
65
Cetera Investment Advisers
Illinois
$626K
EWP
66
Elevation Wealth Partners
California
$597K
MG
67
Mather Group
Illinois
$590K
GJIA
68
Glass Jacobson Investment Advisors
Maryland
$578K
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$574K
MWM
70
Modern Wealth Management
Kansas
$571K
CPIG
71
Chicago Partners Investment Group
Illinois
$543K
LGWM
72
Litman Gregory Wealth Management
California
$540K
AC
73
Avant Capital
Louisiana
$535K
TIM
74
Total Investment Management
Arizona
$482K
KCM
75
KM Capital Management
Texas
$475K