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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
Holders
170
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
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
Royal Bank of Canada
76
Royal Bank of Canada
Ontario, Canada
$648K
MG
77
Mather Group
Illinois
$637K
Fidelity Investments
78
Fidelity Investments
Massachusetts
$621K
EWP
79
Elevation Wealth Partners
California
$573K
Goldman Sachs
80
Goldman Sachs
New York
$566K
WRPWM
81
Werba Rubin Papier Wealth Management
California
$562K
VCWA
82
Vanguard Capital Wealth Advisors
Colorado
$544K
BPA
83
Beacon Pointe Advisors
California
$541K
BWS
84
BFI Wealth Solutions
Texas
$525K
BWM
85
BCGM Wealth Management
Indiana
$521K
Stifel Financial
86
Stifel Financial
Missouri
$519K
MWM
87
Modern Wealth Management
Kansas
$516K
RPGK
88
Retirement Planning Group (Kansas)
Kansas
$511K
RWA
89
Redhawk Wealth Advisors
Minnesota
$504K
IWS
90
Intentional Wealth Strategies
Colorado
$498K
CIAS
91
Capital Investment Advisory Services
North Carolina
$478K
SA
92
Sovran Advisors
California
$459K
IWC
93
Integrated Wealth Concepts
Massachusetts
$444K
TIM
94
Total Investment Management
Arizona
$437K
HWM
95
Heirloom Wealth Management
Colorado
$415K
EWM
96
Empirical Wealth Management
Washington
$397K
KW
97
Keyvantage Wealth
Pennsylvania
$394K
BIG
98
Brooklyn Investment Group
New York
$377K
MMA
99
Miracle Mile Advisors
California
$369K
KAS
100
Kestra Advisory Services
Texas
$353K