We are live on ! Find out more
FNDB icon

Schwab Fundamental US Broad Market Index ETF

161 hedge funds and large institutions have $312M invested in Schwab Fundamental US Broad Market Index ETF in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 68 increasing their positions, 35 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 5

94% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 35

3% more funds holding

Funds holding: 156161 (+5)

2% less capital invested

Capital invested by funds: $319M → $312M (-$6.34M)

1.06% less ownership

Funds ownership: 30.94%29.87% (-1.1%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
161
Holders Change
+5
Holders Change %
+3.21%
% of All Funds
1.96%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.06%
New
14
Increased
68
Reduced
35
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RTL
51
Red Tortoise LLC
Georgia
$1.24M +$5.02K +192 +0.4%
Creative Planning
52
Creative Planning
Kansas
$1.24M +$87.9K +3,364 +8%
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$1.21M +$108K +4,149 +10%
QCG
54
Quadrant Capital Group
Ohio
$1.17M
GA
55
GSG Advisors
New Jersey
$1.14M +$3.71K +142 +0.3%
VA
56
Valmark Advisers
Ohio
$1.07M +$657K +25,148 +168%
JP Morgan Chase
57
JP Morgan Chase
New York
$1.01M -$36.2K -1,386 -4%
HWM
58
HB Wealth Management
Georgia
$1.01M
CW
59
Channel Wealth
California
$930K
MIA
60
Milestone Investment Advisors
Wisconsin
$870K -$55.4K -2,119 -6%
MW
61
Marble Wealth
Alabama
$838K +$824K +31,538 New
MWM
62
MorganRosel Wealth Management
Colorado
$836K +$12.9K +494 +2%
GJIA
63
Glass Jacobson Investment Advisors
Maryland
$768K +$16.8K +643 +2%
MWM
64
McCartney Wealth Management
Missouri
$759K +$746K +28,553 New
PWM
65
Perigon Wealth Management
California
$745K +$334K +12,789 +84%
EWA
66
Exencial Wealth Advisors
Oklahoma
$745K -$167K -6,379 -19%
AC
67
Avant Capital
Louisiana
$744K +$94.7K +3,626 +15%
SWA
68
SFMG Wealth Advisors
Texas
$744K
BAM
69
Bellevue Asset Management
Washington
$737K -$5.22K -200 -0.7%
CAM
70
Cozad Asset Management
Illinois
$685K -$90.4K -3,461 -12%
FFA
71
Farther Finance Advisors
California
$671K +$169K +6,460 +34%
MG
72
Mather Group
Illinois
$654K
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
$643K +$6.5K +249 +1%
CPIG
74
Chicago Partners Investment Group
Illinois
$608K
LGWM
75
Litman Gregory Wealth Management
California
$596K -$2.4K -92 -0.4%