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Schwab Fundamental US Broad Market Index ETF

160 hedge funds and large institutions have $307M invested in Schwab Fundamental US Broad Market Index ETF in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 67 increasing their positions, 35 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
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
MWM
76
Modern Wealth Management
Kansas
$575K
EWP
77
Elevation Wealth Partners
California
$560K
WRPWM
78
Werba Rubin Papier Wealth Management
California
$549K
VCWA
79
Vanguard Capital Wealth Advisors
Colorado
$529K
BWS
80
BFI Wealth Solutions
Texas
$508K
RPGK
81
Retirement Planning Group (Kansas)
Kansas
$499K
RWA
82
Redhawk Wealth Advisors
Minnesota
$491K
CIAS
83
Capital Investment Advisory Services
North Carolina
$467K
Stifel Financial
84
Stifel Financial
Missouri
$464K
CIC
85
Carnegie Investment Counsel
Ohio
$452K
SA
86
Sovran Advisors
California
$434K
TIM
87
Total Investment Management
Arizona
$425K
EWM
88
Empirical Wealth Management
Washington
$387K
KW
89
Keyvantage Wealth
Pennsylvania
$385K
VPIM
90
Vanguard Personalized Indexing Management
California
$340K
KAS
91
Kestra Advisory Services
Texas
$330K
FM
92
Foster & Motley
Ohio
$326K
NB
93
NBT Bank
New York
$316K
Lido Advisors
94
Lido Advisors
California
$316K
SPIA
95
Steward Partners Investment Advisory
New York
$316K
EH
96
Equitable Holdings
New York
$312K
Chevy Chase Trust
97
Chevy Chase Trust
Maryland
$304K
BWM
98
BCGM Wealth Management
Indiana
$293K
SWP
99
Stratos Wealth Partners
Ohio
$293K
SFMG
100
Sage Financial Management Group
Virginia
$282K