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Schwab Fundamental US Broad Market Index ETF

153 hedge funds and large institutions have $315M invested in Schwab Fundamental US Broad Market Index ETF in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 65 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$5.14M
2 -$1.59M
3 -$832K
4
Citadel Advisors
Citadel Advisors
Florida
-$762K
5
JP Morgan Chase
JP Morgan Chase
New York
-$568K
Name Holding Trade Value Shares
Change
Change in
Stake
AF
101
Advisornet Financial
Minnesota
$254K
Mercer Global Advisors
102
Mercer Global Advisors
Colorado
$245K
WAG
103
Winthrop Advisory Group
Massachusetts
$237K
Northwestern Mutual Wealth Management
104
Northwestern Mutual Wealth Management
Wisconsin
$236K
BIM
105
Breakwater Investment Management
Washington
$230K
CA
106
Crewe Advisors
Utah
$228K
Focus Partners Wealth
107
Focus Partners Wealth
Massachusetts
$221K
4WM
108
49 Wealth Management
Texas
$220K
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$218K
SFA
110
Sequoia Financial Advisors
Ohio
$211K
TCM
111
TruNorth Capital Management
Michigan
$210K
KHC
112
Koesten Hirschmann & Crabtree
Kansas
$194K
HI
113
Harbour Investments
Wisconsin
$192K
HAP
114
Harbor Asset Planning
Massachusetts
$179K
PA
115
Pineridge Advisors
Missouri
$174K
SAM
116
S.A. Mason
Michigan
$169K
VNA
117
Valley National Advisers
Pennsylvania
$159K
CF
118
Centaurus Financial
California
$152K
AAS
119
Ameritas Advisory Services
Nebraska
$131K
PFBT
120
Parkside Financial Bank & Trust
Missouri
$123K
Rockefeller Capital Management
121
Rockefeller Capital Management
New York
$120K
TLA
122
Tanglewood Legacy Advisors
Texas
$108K
CVM
123
Cheviot Value Management
California
$106K
SC
124
SouthState Corp
Florida
$89.5K
LFG
125
Larson Financial Group
Missouri
$79.5K