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Schwab Fundamental US Broad Market Index ETF
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Overview Fund Activity

153 hedge funds and large institutions have $282M invested in Schwab Fundamental US Broad Market Index ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 48 increasing their positions, 49 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
+10
Holders Change %
+6.99%
% of All Funds
2.08%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
17
Increased
48
Reduced
49
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OWM
1
Opes Wealth Management
California
$14.6M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.89M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.3M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$14.1M
5
BWM
5
BCGM Wealth Management
Indiana
$786K

Top Sellers

1
LPL Financial
1
LPL Financial
California
$2.89M
2
Ameriprise
2
Ameriprise
Minnesota
$5.67M
3
SL
3
Systelligence LLC
Minnesota
$9.94M
4
FTS
4
Fifth Third Securities
Ohio
$0
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
101
PNC Financial Services Group
Pennsylvania
$228K – – –
Mercer Global Advisors
102
Mercer Global Advisors
Colorado
$218K – – –
EH
103
Equitable Holdings
New York
$211K – – –
WAG
104
Winthrop Advisory Group
Massachusetts
$209K +$209K +9,092 New
VA
105
Valmark Advisers
Ohio
$209K +$209K +9,075 New
BIM
106
Breakwater Investment Management
Washington
$206K -$3.31K -144 -2%
CA
107
Crewe Advisors
Utah
$203K – – –
4WM
108
49 Wealth Management
Texas
$202K -$4.51K -196 -2%
Fidelity Investments
109
Fidelity Investments
Massachusetts
$195K +$139K +6,049 +250%
TCM
110
TruNorth Capital Management
Michigan
$194K – – –
VNA
111
Valley National Advisers
Pennsylvania
$184K +$40.2K +1,755 +28%
KHC
112
Koesten Hirschmann & Crabtree
Kansas
$173K – – –
HI
113
Harbour Investments
Wisconsin
$170K +$736 +32 +0.4%
PA
114
Pineridge Advisors
Missouri
$161K -$1.61K -70 -1%
Northwestern Mutual Wealth Management
115
Northwestern Mutual Wealth Management
Wisconsin
$158K +$11.8K +514 +8%
SAM
116
S.A. Mason
Michigan
$151K +$23 +1 +0%
CF
117
Centaurus Financial
California
$145K -$10.7K -465 -7%
ACA
118
Aptus Capital Advisors
Alabama
$131K -$4.4K -191 -3%
GWM
119
Geneos Wealth Management
Colorado
$128K +$126K +5,488 +6,381%
PFBT
120
Parkside Financial Bank & Trust
Missouri
$111K +$391 +17 +0.4%
TLA
121
Tanglewood Legacy Advisors
Texas
$96.4K – – –
SC
122
SouthState Corp
Florida
$91.6K +$91.6K +3,979 New
CVM
123
Cheviot Value Management
California
$90K +$90K +4,001 New
SPIA
124
Steward Partners Investment Advisory
New York
$79.8K – – –
TVWM
125
Tower View Wealth Management
Wisconsin
$55.3K +$55.3K +2,404 New
3 4
5
6 7