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Schwab Fundamental US Broad Market Index ETF

152 hedge funds and large institutions have $287M invested in Schwab Fundamental US Broad Market Index ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 54 increasing their positions, 39 reducing their positions, and 10 closing their positions.

Holders
152
Holders Change
-1
Holders Change %
-0.65%
% of All Funds
2.04%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
14
Increased
54
Reduced
39
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BIM
101
Breakwater Investment Management
Washington
$214K 8,943
Mercer Global Advisors
102
Mercer Global Advisors
Colorado
$213K 8,876 -602 -6%
VA
103
Valmark Advisers
Ohio
$212K 8,845 -230 -3%
CA
104
Crewe Advisors
Utah
$212K 8,843
4WM
105
49 Wealth Management
Texas
$212K 8,824 +38 +0.4%
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$209K 8,700 -1,200 -12%
SOS
107
Silver Oak Securities
Tennessee
$204K 8,523 +8,523 New
TCM
108
TruNorth Capital Management
Michigan
$202K 8,433
Fidelity Investments
109
Fidelity Investments
Massachusetts
$202K 8,427 -39 -0.5%
Focus Partners Wealth
110
Focus Partners Wealth
Massachusetts
$200K 8,340 +8,340 New
KHC
111
Koesten Hirschmann & Crabtree
Kansas
$181K 7,530
HI
112
Harbour Investments
Wisconsin
$178K 7,412 +32 +0.4%
SPIA
113
Steward Partners Investment Advisory
New York
$171K 7,125 +3,657 +105%
PA
114
Pineridge Advisors
Missouri
$168K 6,999 +20 +0.3%
HAP
115
Harbor Asset Planning
Massachusetts
$166K 6,908 +6,908 New
SAM
116
S.A. Mason
Michigan
$157K 6,553 +2 +0%
VNA
117
Valley National Advisers
Pennsylvania
$148K 6,210 -1,821 -23%
CF
118
Centaurus Financial
California
$142K 5,903 -413 -7%
TRCT
119
Tower Research Capital (TRC)
New York
$124K 5,173 -13,437 -72%
PFBT
120
Parkside Financial Bank & Trust
Missouri
$116K 4,846 +18 +0.4%
TLA
121
Tanglewood Legacy Advisors
Texas
$101K 4,191
CVM
122
Cheviot Value Management
California
$97.8K 4,018 +17 +0.4%
SC
123
SouthState Corp
Florida
$96.7K 4,031 +52 +1%
PA
124
Parallel Advisors
California
$71.9K 2,999 +1,499 +100%
AF
125
Allworth Financial
California
$70.4K 2,935 +1,524 +108%