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Schwab Fundamental US Broad Market Index ETF

153 hedge funds and large institutions have $315M invested in Schwab Fundamental US Broad Market Index ETF in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 65 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$5.14M
2 -$1.59M
3 -$832K
4
Citadel Advisors
Citadel Advisors
Florida
-$762K
5
JP Morgan Chase
JP Morgan Chase
New York
-$568K
Name Holding Trade Value Shares
Change
Change in
Stake
VCWA
76
Vanguard Capital Wealth Advisors
Colorado
$511K
RPGK
77
Retirement Planning Group (Kansas)
Kansas
$484K
FFA
78
Farther Finance Advisors
California
$483K
SA
79
Sovran Advisors
California
$475K
Fidelity Investments
80
Fidelity Investments
Massachusetts
$462K
CIAS
81
Capital Investment Advisory Services
North Carolina
$452K
Stifel Financial
82
Stifel Financial
Missouri
$440K
AQR Capital Management
83
AQR Capital Management
Connecticut
$422K
TIM
84
Total Investment Management
Arizona
$410K
PWM
85
Perigon Wealth Management
California
$393K
VA
86
Valmark Advisers
Ohio
$386K
CIC
87
Carnegie Investment Counsel
Ohio
$382K
EWM
88
Empirical Wealth Management
Washington
$375K
KW
89
Keyvantage Wealth
Pennsylvania
$373K
Chevy Chase Trust
90
Chevy Chase Trust
Maryland
$341K
VPIM
91
Vanguard Personalized Indexing Management
California
$329K
Lido Advisors
92
Lido Advisors
California
$316K
FM
93
Foster & Motley
Ohio
$314K
NB
94
NBT Bank
New York
$308K
EH
95
Equitable Holdings
New York
$302K
KAS
96
Kestra Advisory Services
Texas
$299K
BWM
97
BCGM Wealth Management
Indiana
$284K
SWP
98
Stratos Wealth Partners
Ohio
$282K
SFMG
99
Sage Financial Management Group
Virginia
$273K
SPIA
100
Steward Partners Investment Advisory
New York
$271K