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Schwab Fundamental US Broad Market Index ETF

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

1% less capital invested

Capital invested by funds: $284M → $282M (-$2.31M)

2% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 49

Holders
153
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
101
$228K
102
$218K
103
$211K
104
$209K
105
$209K
106
$206K
107
$203K
108
$202K
109
$195K
110
$194K
111
$184K
112
$173K
113
$170K
114
$161K
115
$158K
116
$151K
117
$145K
118
$131K
119
$128K
120
$111K
121
$96.4K
122
$91.6K
123
$90K
124
$79.8K
125
$55.3K