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Schwab Fundamental US Broad Market Index ETF

153 hedge funds and large institutions have $285M invested in Schwab Fundamental US Broad Market Index ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 53 increasing their positions, 40 reducing their positions, and 11 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
Name Holding Trade Value Shares
Change
Change in
Stake
SA
76
Sovran Advisors
California
$443K
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
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
AAS
86
Avantax Advisory Services
Texas
$314K
AF
87
Advisornet Financial
Minnesota
$312K
VPIM
88
Vanguard Personalized Indexing Management
California
$307K
FFA
89
Farther Finance Advisors
California
$302K
Jane Street
90
Jane Street
New York
$298K
Lido Advisors
91
Lido Advisors
California
$293K
FM
92
Foster & Motley
Ohio
$292K
NB
93
NBT Bank
New York
$287K
KAS
94
Kestra Advisory Services
Texas
$278K
BWM
95
BCGM Wealth Management
Indiana
$268K
SWP
96
Stratos Wealth Partners
Ohio
$262K
SFMG
97
Sage Financial Management Group
Virginia
$254K
EH
98
Equitable Holdings
New York
$235K
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$220K
WAG
100
Winthrop Advisory Group
Massachusetts
$219K