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Schwab Fundamental US Broad Market Index ETF

156 hedge funds and large institutions have $319M invested in Schwab Fundamental US Broad Market Index ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 66 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 33

10% more capital invested

Capital invested by funds: $289M → $319M (+$29.7M)

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

0% more funds holding

Funds holding: 156156 (0)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.23% less ownership

Funds ownership: 31.17%30.94% (-0.23%)

Holders
156
Holders Change
Holders Change %
0%
% of All Funds
2.05%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
12
Increased
66
Reduced
33
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
76
Modern Wealth Management
Kansas
$560K -$51.5K -2,075 -9%
VCWA
77
Vanguard Capital Wealth Advisors
Colorado
$511K +$12K +484 +3%
RPGK
78
Retirement Planning Group (Kansas)
Kansas
$484K +$33.9K +1,363 +8%
FFA
79
Farther Finance Advisors
California
$483K +$153K +6,177 +49%
SA
80
Sovran Advisors
California
$475K +$3.13K +126 +0.7%
Fidelity Investments
81
Fidelity Investments
Massachusetts
$462K +$236K +9,516 +113%
CIAS
82
Capital Investment Advisory Services
North Carolina
$452K
Stifel Financial
83
Stifel Financial
Missouri
$440K +$30.7K +1,236 +8%
AQR Capital Management
84
AQR Capital Management
Connecticut
$422K +$407K +16,385 New
TIM
85
Total Investment Management
Arizona
$410K -$103K -4,165 -21%
PWM
86
Perigon Wealth Management
California
$393K
VA
87
Valmark Advisers
Ohio
$386K +$153K +6,155 +70%
CIC
88
Carnegie Investment Counsel
Ohio
$382K
EWM
89
Empirical Wealth Management
Washington
$375K
KW
90
Keyvantage Wealth
Pennsylvania
$373K
Chevy Chase Trust
91
Chevy Chase Trust
Maryland
$341K -$6.21K -250 -2%
VPIM
92
Vanguard Personalized Indexing Management
California
$329K
Lido Advisors
93
Lido Advisors
California
$316K +$869 +35 +0.3%
FM
94
Foster & Motley
Ohio
$314K +$919 +37 +0.3%
NB
95
NBT Bank
New York
$308K
EH
96
Equitable Holdings
New York
$302K +$48.4K +1,948 +20%
KAS
97
Kestra Advisory Services
Texas
$299K +$646 +26 +0.2%
BWM
98
BCGM Wealth Management
Indiana
$284K -$4.17K -168 -2%
SWP
99
Stratos Wealth Partners
Ohio
$282K +$919 +37 +0.3%
SFMG
100
Sage Financial Management Group
Virginia
$273K