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Schwab Fundamental US Broad Market Index ETF

170 hedge funds and large institutions have $332M invested in Schwab Fundamental US Broad Market Index ETF in 2026 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 63 increasing their positions, 47 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 10

34% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 47

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

6% more capital invested

Capital invested by funds: $312M → $332M (+$20M)

6% more funds holding

Funds holding: 161170 (+9)

0.55% less ownership

Funds ownership: 29.87%29.33% (-0.55%)

Holders
170
Holders Change
+9
Holders Change %
+5.59%
% of All Funds
2.09%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.07%
New
22
Increased
63
Reduced
47
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
76
Royal Bank of Canada
Ontario, Canada
$648K -$11K -397 -2%
MG
77
Mather Group
Illinois
$637K -$33.2K -1,198 -5%
Fidelity Investments
78
Fidelity Investments
Massachusetts
$621K +$24.2K +875 +4%
EWP
79
Elevation Wealth Partners
California
$573K +$360 +13 +0.1%
Goldman Sachs
80
Goldman Sachs
New York
$566K -$1.19M -43,119 -67%
WRPWM
81
Werba Rubin Papier Wealth Management
California
$562K
VCWA
82
Vanguard Capital Wealth Advisors
Colorado
$544K +$1.88K +68 +0.3%
BPA
83
Beacon Pointe Advisors
California
$541K +$551K +19,887 New
BWS
84
BFI Wealth Solutions
Texas
$525K +$2.3K +83 +0.4%
BWM
85
BCGM Wealth Management
Indiana
$521K +$225K +8,138 +74%
Stifel Financial
86
Stifel Financial
Missouri
$519K +$44.8K +1,618 +9%
MWM
87
Modern Wealth Management
Kansas
$516K -$75K -2,707 -13%
RPGK
88
Retirement Planning Group (Kansas)
Kansas
$511K
RWA
89
Redhawk Wealth Advisors
Minnesota
$504K +$1.99K +72 +0.4%
IWS
90
Intentional Wealth Strategies
Colorado
$498K +$507K +18,312 New
CIAS
91
Capital Investment Advisory Services
North Carolina
$478K
SA
92
Sovran Advisors
California
$459K -$2.55K -92 -0.6%
IWC
93
Integrated Wealth Concepts
Massachusetts
$444K +$452K +16,339 New
TIM
94
Total Investment Management
Arizona
$437K +$1.52K +55 +0.3%
HWM
95
Heirloom Wealth Management
Colorado
$415K +$423K +15,271 New
EWM
96
Empirical Wealth Management
Washington
$397K
KW
97
Keyvantage Wealth
Pennsylvania
$394K
BIG
98
Brooklyn Investment Group
New York
$377K +$384K +13,854 New
MMA
99
Miracle Mile Advisors
California
$369K +$139K +5,033 +59%
KAS
100
Kestra Advisory Services
Texas
$353K +$15K +543 +4%