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Schwab Fundamental US Broad Market Index ETF

154 hedge funds and large institutions have $286M 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, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
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
Name Holding Trade Value Shares
Change
Change in
Stake
VCWA
76
Vanguard Capital Wealth Advisors
Colorado
$464K
SA
77
Sovran Advisors
California
$443K
CIAS
78
Capital Investment Advisory Services
North Carolina
$421K
RPGK
79
Retirement Planning Group (Kansas)
Kansas
$418K
WRPWM
80
Werba Rubin Papier Wealth Management
California
$397K
Stifel Financial
81
Stifel Financial
Missouri
$380K
PWM
82
Perigon Wealth Management
California
$366K
CIC
83
Carnegie Investment Counsel
Ohio
$355K
EWM
84
Empirical Wealth Management
Washington
$350K
KW
85
Keyvantage Wealth
Pennsylvania
$347K
Chevy Chase Trust
86
Chevy Chase Trust
Maryland
$324K
AAS
87
Avantax Advisory Services
Texas
$314K
AF
88
Advisornet Financial
Minnesota
$312K
VPIM
89
Vanguard Personalized Indexing Management
California
$307K
FFA
90
Farther Finance Advisors
California
$302K
Jane Street
91
Jane Street
New York
$298K
Lido Advisors
92
Lido Advisors
California
$293K
FM
93
Foster & Motley
Ohio
$292K
NB
94
NBT Bank
New York
$287K
KAS
95
Kestra Advisory Services
Texas
$278K
BWM
96
BCGM Wealth Management
Indiana
$268K
SWP
97
Stratos Wealth Partners
Ohio
$262K
SFMG
98
Sage Financial Management Group
Virginia
$254K
EH
99
Equitable Holdings
New York
$235K
Northwestern Mutual Wealth Management
100
Northwestern Mutual Wealth Management
Wisconsin
$220K