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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 $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 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
–
Holders Change %
0%
% of All Funds
2.05%
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
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
SL
Systelligence LLC
Minnesota
$0
2
FC
Financial Consulate
Maryland
$34.1M
3
Raymond James Financial
Raymond James Financial
Florida
$6.71M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
5
Citadel Advisors
Citadel Advisors
Florida
$762K
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
76
Sovran Advisors
California
$443K -$25K -1,029 -5%
CIAS
77
Capital Investment Advisory Services
North Carolina
$421K – – –
RPGK
78
Retirement Planning Group (Kansas)
Kansas
$418K – – –
WRPWM
79
Werba Rubin Papier Wealth Management
California
$397K – – –
Stifel Financial
80
Stifel Financial
Missouri
$380K +$30.3K +1,265 +9%
PWM
81
Perigon Wealth Management
California
$366K – – –
CIC
82
Carnegie Investment Counsel
Ohio
$355K – – –
EWM
83
Empirical Wealth Management
Washington
$350K – – –
KW
84
Keyvantage Wealth
Pennsylvania
$347K – – –
Chevy Chase Trust
85
Chevy Chase Trust
Maryland
$324K -$69.3K -2,890 -18%
AAS
86
Avantax Advisory Services
Texas
$314K -$181K -7,542 -37%
AF
87
Advisornet Financial
Minnesota
$312K -$407K -16,970 -57%
VPIM
88
Vanguard Personalized Indexing Management
California
$307K – – –
FFA
89
Farther Finance Advisors
California
$302K – – –
Jane Street
90
Jane Street
New York
$298K +$298K +12,416 New
Lido Advisors
91
Lido Advisors
California
$293K -$14.5K -603 -5%
FM
92
Foster & Motley
Ohio
$292K +$1.13K +47 +0.4%
NB
93
NBT Bank
New York
$287K – – –
KAS
94
Kestra Advisory Services
Texas
$278K +$278K +11,574 New
BWM
95
BCGM Wealth Management
Indiana
$268K -$551K -22,958 -67%
SWP
96
Stratos Wealth Partners
Ohio
$262K +$911 +38 +0.3%
SFMG
97
Sage Financial Management Group
Virginia
$254K -$166K -6,930 -40%
EH
98
Equitable Holdings
New York
$235K +$14.9K +623 +7%
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$220K +$55.6K +2,319 +34%
WAG
100
Winthrop Advisory Group
Massachusetts
$219K +$1.22K +51 +0.6%
2 3
4
5 6