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Schwab Fundamental US Broad Market Index ETF
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Overview Fund Activity

153 hedge funds and large institutions have $282M invested in Schwab Fundamental US Broad Market Index ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 48 increasing their positions, 49 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
+10
Holders Change %
+6.99%
% of All Funds
2.08%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
17
Increased
48
Reduced
49
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OWM
1
Opes Wealth Management
California
$14.6M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.89M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.3M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$14.1M
5
BWM
5
BCGM Wealth Management
Indiana
$786K

Top Sellers

1
LPL Financial
1
LPL Financial
California
$2.89M
2
Ameriprise
2
Ameriprise
Minnesota
$5.67M
3
SL
3
Systelligence LLC
Minnesota
$9.94M
4
FTS
4
Fifth Third Securities
Ohio
$0
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
76
Total Investment Management
Arizona
$445K +$47.9K +2,083 +12%
TRCT
77
Tower Research Capital (TRC)
New York
$428K +$427K +18,559 +36,390%
Jones Financial Companies
78
Jones Financial Companies
Missouri
$422K +$278K +12,156 +192%
SA
79
Sovran Advisors
California
$413K -$74.7K -3,477 -15%
CIAS
80
Capital Investment Advisory Services
North Carolina
$404K +$19K +824 +5%
SFMG
81
Sage Financial Management Group
Virginia
$403K – – –
RPGK
82
Retirement Planning Group (Kansas)
Kansas
$401K -$37.1K -1,614 -8%
WRPWM
83
Werba Rubin Papier Wealth Management
California
$381K – – –
Chevy Chase Trust
84
Chevy Chase Trust
Maryland
$377K -$66.1K -2,871 -15%
Cetera Investment Advisers
85
Cetera Investment Advisers
Illinois
$373K +$373K +16,228 New
Royal Bank of Canada
86
Royal Bank of Canada
Ontario, Canada
$369K -$1.49K -65 -0.4%
PWM
87
Perigon Wealth Management
California
$351K – – –
Stifel Financial
88
Stifel Financial
Missouri
$336K -$598 -26 -0.2%
EWM
89
Empirical Wealth Management
Washington
$335K -$48.5K -2,108 -13%
KW
90
Keyvantage Wealth
Pennsylvania
$333K – – –
CIC
91
Carnegie Investment Counsel
Ohio
$307K -$57.2K -2,765 -16%
Lido Advisors
92
Lido Advisors
California
$295K +$805 +35 +0.3%
VPIM
93
Vanguard Personalized Indexing Management
California
$294K – – –
FFA
94
Farther Finance Advisors
California
$290K +$99K +4,298 +52%
FM
95
Foster & Motley
Ohio
$279K +$6.4K +278 +2%
MWM
96
Modern Wealth Management
Kansas
$276K +$276K +12,006 New
NB
97
NBT Bank
New York
$275K +$275K +11,955 New
PCIA
98
Prime Capital Investment Advisors
Kansas
$265K +$265K +11,536 New
SWP
99
Stratos Wealth Partners
Ohio
$251K +$828 +36 +0.3%
GVAG
100
Great Valley Advisor Group
Delaware
$250K -$77.3K -3,360 -24%
2 3
4
5 6