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Schwab Fundamental US Broad Market Index ETF
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Overview Fund Activity

152 hedge funds and large institutions have $287M 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, 39 reducing their positions, and 10 closing their positions.

Holders
152
Holders Change
-1
Holders Change %
-0.65%
% of All Funds
2.04%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
14
Increased
54
Reduced
39
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
1
AlphaCore Capital
California
$31M
2
Goldman Sachs
2
Goldman Sachs
New York
$6.55M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$3.35M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$16.5M
5
OWM
5
Opes Wealth Management
California
$16.8M

Top Sellers

1
SL
1
Systelligence LLC
Minnesota
$0
2
FC
2
Financial Consulate
Maryland
$34.1M
3
Raymond James Financial
3
Raymond James Financial
Florida
$6.71M
4
Citadel Advisors
4
Citadel Advisors
Florida
$762K
5
BWM
5
BCGM Wealth Management
Indiana
$268K
Name Market Value Shares Shares
Change 		Shares
Change %
SA
76
Sovran Advisors
California
$443K 18,223 -1,029 -5%
CIAS
77
Capital Investment Advisory Services
North Carolina
$421K 17,549 – –
RPGK
78
Retirement Planning Group (Kansas)
Kansas
$418K 17,424 – –
WRPWM
79
Werba Rubin Papier Wealth Management
California
$397K 16,574 – –
Stifel Financial
80
Stifel Financial
Missouri
$380K 15,854 +1,265 +9%
PWM
81
Perigon Wealth Management
California
$366K 15,258 – –
CIC
82
Carnegie Investment Counsel
Ohio
$355K 14,823 – –
EWM
83
Empirical Wealth Management
Washington
$350K 14,580 – –
KW
84
Keyvantage Wealth
Pennsylvania
$347K 14,484 – –
Chevy Chase Trust
85
Chevy Chase Trust
Maryland
$324K 13,505 -2,890 -18%
AAS
86
Avantax Advisory Services
Texas
$314K 13,114 -7,542 -37%
AF
87
Advisornet Financial
Minnesota
$312K 13,005 -16,970 -57%
VPIM
88
Vanguard Personalized Indexing Management
California
$307K 12,786 – –
FFA
89
Farther Finance Advisors
California
$302K 12,603 – –
Jane Street
90
Jane Street
New York
$298K 12,416 +12,416 New
Lido Advisors
91
Lido Advisors
California
$293K 12,238 -603 -5%
FM
92
Foster & Motley
Ohio
$292K 12,172 +47 +0.4%
NB
93
NBT Bank
New York
$287K 11,955 – –
KAS
94
Kestra Advisory Services
Texas
$278K 11,574 +11,574 New
BWM
95
BCGM Wealth Management
Indiana
$268K 11,188 -22,958 -67%
SWP
96
Stratos Wealth Partners
Ohio
$262K 10,934 +38 +0.3%
SFMG
97
Sage Financial Management Group
Virginia
$254K 10,605 -6,930 -40%
EH
98
Equitable Holdings
New York
$235K 9,788 +623 +7%
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$220K 9,172 +2,319 +34%
WAG
100
Winthrop Advisory Group
Massachusetts
$219K 9,143 +51 +0.6%
2 3
4
5 6