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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
Holders
170
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
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
WA
101
Waverly Advisors
Alabama
$346K
SPIA
102
Steward Partners Investment Advisory
New York
$323K
EWA
103
EP Wealth Advisors
California
$322K
BlackRock
104
BlackRock
New York
$315K
NB
105
NBT Bank
New York
$307K
SWP
106
Stratos Wealth Partners
Ohio
$300K
EH
107
Equitable Holdings
New York
$293K
SFMG
108
Sage Financial Management Group
Virginia
$288K
SFA
109
Sequoia Financial Advisors
Ohio
$288K
FM
110
Foster & Motley
Ohio
$285K
PWM
111
Perigon Wealth Management
California
$282K
Chevy Chase Trust
112
Chevy Chase Trust
Maryland
$278K
UBS AM
113
UBS AM
Illinois
$260K
WAG
114
Winthrop Advisory Group
Massachusetts
$254K
Northwestern Mutual Wealth Management
115
Northwestern Mutual Wealth Management
Wisconsin
$250K
IWM
116
IHT Wealth Management
Illinois
$244K
BIM
117
Breakwater Investment Management
Washington
$243K
CA
118
Crewe Advisors
Utah
$241K
Focus Partners Wealth
119
Focus Partners Wealth
Massachusetts
$239K
Lido Advisors
120
Lido Advisors
California
$237K
WPC
121
Wedmont Private Capital
Pennsylvania
$228K
AF
122
Advisornet Financial
Minnesota
$224K
TCM
123
TruNorth Capital Management
Michigan
$222K
KCM
124
Kendall Capital Management
Maryland
$209K
KHC
125
Koesten Hirschmann & Crabtree
Kansas
$205K