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Schwab Fundamental US Broad Market Index ETF

156 hedge funds and large institutions have $319M invested in Schwab Fundamental US Broad Market Index ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 66 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 33

10% more capital invested

Capital invested by funds: $289M → $319M (+$29.7M)

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

0% more funds holding

Funds holding: 156156 (0)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.23% less ownership

Funds ownership: 31.17%30.94% (-0.23%)

Holders
156
Holders Change
Holders Change %
0%
% of All Funds
2.05%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
12
Increased
66
Reduced
33
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RTL
51
Red Tortoise LLC
Georgia
$1.2M +$4.5K +181 +0.4%
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$1.18M +$28K +1,126 +3%
QCG
53
Quadrant Capital Group
Ohio
$1.13M
SWM
54
SeaCrest Wealth Management
New York
$1.12M +$17.9K +722 +2%
Creative Planning
55
Creative Planning
Kansas
$1.11M -$1.64K -66 -0.2%
GA
56
GSG Advisors
New Jersey
$1.1M +$3.33K +134 +0.3%
Cetera Investment Advisers
57
Cetera Investment Advisers
Illinois
$1.07M +$381K +15,350 +59%
JP Morgan Chase
58
JP Morgan Chase
New York
$1.02M -$548K -22,066 -36%
HWM
59
HB Wealth Management
Georgia
$975K
RWA
60
Redhawk Wealth Advisors
Minnesota
$903K +$3.7K +149 +0.4%
CW
61
Channel Wealth
California
$901K +$96K +3,866 +12%
MIA
62
Milestone Investment Advisors
Wisconsin
$897K -$62.7K -2,523 -7%
EWA
63
Exencial Wealth Advisors
Oklahoma
$886K -$38K -1,528 -4%
MWM
64
MorganRosel Wealth Management
Colorado
$797K +$9.64K +388 +1%
CAM
65
Cozad Asset Management
Illinois
$753K +$6.09K +245 +0.8%
GJIA
66
Glass Jacobson Investment Advisors
Maryland
$728K +$103K +4,157 +17%
SWA
67
SFMG Wealth Advisors
Texas
$721K
BAM
68
Bellevue Asset Management
Washington
$719K -$15.3K -615 -2%
MG
69
Mather Group
Illinois
$633K
AC
70
Avant Capital
Louisiana
$628K +$51.4K +2,071 +9%
WRPWM
71
Werba Rubin Papier Wealth Management
California
$624K +$191K +7,679 +46%
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$617K +$720 +29 +0.1%
EWP
73
Elevation Wealth Partners
California
$609K -$30.4K -1,224 -5%
LGWM
74
Litman Gregory Wealth Management
California
$580K
CPIG
75
Chicago Partners Investment Group
Illinois
$577K