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Schwab Fundamental US Broad Market Index ETF

153 hedge funds and large institutions have $285M invested in Schwab Fundamental US Broad Market Index ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 53 increasing their positions, 40 reducing their positions, and 11 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
Name Holding Trade Value Shares
Change
Change in
Stake
BIM
101
Breakwater Investment Management
Washington
$214K
Mercer Global Advisors
102
Mercer Global Advisors
Colorado
$213K
VA
103
Valmark Advisers
Ohio
$212K
CA
104
Crewe Advisors
Utah
$212K
4WM
105
49 Wealth Management
Texas
$212K
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$209K
SOS
107
Silver Oak Securities
Tennessee
$204K
TCM
108
TruNorth Capital Management
Michigan
$202K
Fidelity Investments
109
Fidelity Investments
Massachusetts
$202K
Focus Partners Wealth
110
Focus Partners Wealth
Massachusetts
$200K
KHC
111
Koesten Hirschmann & Crabtree
Kansas
$181K
HI
112
Harbour Investments
Wisconsin
$178K
SPIA
113
Steward Partners Investment Advisory
New York
$171K
PA
114
Pineridge Advisors
Missouri
$168K
HAP
115
Harbor Asset Planning
Massachusetts
$166K
SAM
116
S.A. Mason
Michigan
$157K
VNA
117
Valley National Advisers
Pennsylvania
$148K
CF
118
Centaurus Financial
California
$142K
TRCT
119
Tower Research Capital (TRC)
New York
$124K
PFBT
120
Parkside Financial Bank & Trust
Missouri
$116K
TLA
121
Tanglewood Legacy Advisors
Texas
$101K
CVM
122
Cheviot Value Management
California
$97.8K
SC
123
SouthState Corp
Florida
$96.7K
PA
124
Parallel Advisors
California
$71.9K
AF
125
Allworth Financial
California
$70.4K