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Schwab Fundamental US Broad Market Index ETF

161 hedge funds and large institutions have $312M invested in Schwab Fundamental US Broad Market Index ETF in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 68 increasing their positions, 35 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 5

94% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 35

3% more funds holding

Funds holding: 156161 (+5)

2% less capital invested

Capital invested by funds: $319M → $312M (-$6.34M)

1.06% less ownership

Funds ownership: 30.94%29.87% (-1.1%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
161
Holders Change
+5
Holders Change %
+3.21%
% of All Funds
1.96%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.06%
New
14
Increased
68
Reduced
35
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
76
Fidelity Investments
Massachusetts
$583K +$105K +4,004 +22%
MWM
77
Modern Wealth Management
Kansas
$575K -$2.93K -112 -0.5%
EWP
78
Elevation Wealth Partners
California
$560K -$67.8K -2,596 -11%
WRPWM
79
Werba Rubin Papier Wealth Management
California
$549K -$94K -3,600 -15%
VCWA
80
Vanguard Capital Wealth Advisors
Colorado
$529K +$2.12K +81 +0.4%
BWS
81
BFI Wealth Solutions
Texas
$508K +$500K +19,135 New
RPGK
82
Retirement Planning Group (Kansas)
Kansas
$499K
RWA
83
Redhawk Wealth Advisors
Minnesota
$491K -$434K -16,632 -47%
CIAS
84
Capital Investment Advisory Services
North Carolina
$467K +$784 +30 +0.2%
Stifel Financial
85
Stifel Financial
Missouri
$464K +$9.8K +375 +2%
CIC
86
Carnegie Investment Counsel
Ohio
$452K +$56.8K +2,176 +15%
SA
87
Sovran Advisors
California
$434K -$69.7K -2,668 -15%
TIM
88
Total Investment Management
Arizona
$425K +$1.65K +63 +0.4%
EWM
89
Empirical Wealth Management
Washington
$387K
KW
90
Keyvantage Wealth
Pennsylvania
$385K
VPIM
91
Vanguard Personalized Indexing Management
California
$340K
KAS
92
Kestra Advisory Services
Texas
$330K +$21.5K +823 +7%
FM
93
Foster & Motley
Ohio
$326K +$1.28K +49 +0.4%
NB
94
NBT Bank
New York
$316K -$1.57K -60 -0.5%
Lido Advisors
95
Lido Advisors
California
$316K
SPIA
96
Steward Partners Investment Advisory
New York
$316K +$35.2K +1,348 +13%
EH
97
Equitable Holdings
New York
$312K
Chevy Chase Trust
98
Chevy Chase Trust
Maryland
$304K -$47K -1,800 -14%
BWM
99
BCGM Wealth Management
Indiana
$293K
SWP
100
Stratos Wealth Partners
Ohio
$293K +$1.02K +39 +0.4%