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Schwab Fundamental US Broad Market Index ETF

160 hedge funds and large institutions have $307M invested in Schwab Fundamental US Broad Market Index ETF in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 67 increasing their positions, 35 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
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
PNC Financial Services Group
101
PNC Financial Services Group
Pennsylvania
$271K
Mercer Global Advisors
102
Mercer Global Advisors
Colorado
$265K
AF
103
Advisornet Financial
Minnesota
$263K
UBS AM
104
UBS AM
Illinois
$254K
WAG
105
Winthrop Advisory Group
Massachusetts
$246K
Northwestern Mutual Wealth Management
106
Northwestern Mutual Wealth Management
Wisconsin
$244K
BIM
107
Breakwater Investment Management
Washington
$238K
CA
108
Crewe Advisors
Utah
$235K
Focus Partners Wealth
109
Focus Partners Wealth
Massachusetts
$233K
MMA
110
Miracle Mile Advisors
California
$227K
SFA
111
Sequoia Financial Advisors
Ohio
$218K
TCM
112
TruNorth Capital Management
Michigan
$216K
KCM
113
Kendall Capital Management
Maryland
$204K
KHC
114
Koesten Hirschmann & Crabtree
Kansas
$200K
HI
115
Harbour Investments
Wisconsin
$199K
HAP
116
Harbor Asset Planning
Massachusetts
$185K
SAM
117
S.A. Mason
Michigan
$174K
VNA
118
Valley National Advisers
Pennsylvania
$165K
CF
119
Centaurus Financial
California
$160K
PFBT
120
Parkside Financial Bank & Trust
Missouri
$128K
Rockefeller Capital Management
121
Rockefeller Capital Management
New York
$124K
CVM
122
Cheviot Value Management
California
$112K
TLA
123
Tanglewood Legacy Advisors
Texas
$111K
LFG
124
Larson Financial Group
Missouri
$97.2K
BlackRock
125
BlackRock
New York
$88.6K