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Schwab Fundamental US Broad Market Index ETF

154 hedge funds and large institutions have $286M invested in Schwab Fundamental US Broad Market Index ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 54 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
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
WAG
101
Winthrop Advisory Group
Massachusetts
$219K
BIM
102
Breakwater Investment Management
Washington
$214K
Mercer Global Advisors
103
Mercer Global Advisors
Colorado
$213K
VA
104
Valmark Advisers
Ohio
$212K
CA
105
Crewe Advisors
Utah
$212K
4WM
106
49 Wealth Management
Texas
$212K
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$209K
SOS
108
Silver Oak Securities
Tennessee
$204K
TCM
109
TruNorth Capital Management
Michigan
$202K
Fidelity Investments
110
Fidelity Investments
Massachusetts
$202K
Focus Partners Wealth
111
Focus Partners Wealth
Massachusetts
$200K
KHC
112
Koesten Hirschmann & Crabtree
Kansas
$181K
HI
113
Harbour Investments
Wisconsin
$178K
SPIA
114
Steward Partners Investment Advisory
New York
$171K
PA
115
Pineridge Advisors
Missouri
$168K
HAP
116
Harbor Asset Planning
Massachusetts
$166K
SAM
117
S.A. Mason
Michigan
$157K
VNA
118
Valley National Advisers
Pennsylvania
$148K
CF
119
Centaurus Financial
California
$142K
TRCT
120
Tower Research Capital (TRC)
New York
$124K
PFBT
121
Parkside Financial Bank & Trust
Missouri
$116K
TLA
122
Tanglewood Legacy Advisors
Texas
$101K
CVM
123
Cheviot Value Management
California
$97.8K
SC
124
SouthState Corp
Florida
$96.7K
PA
125
Parallel Advisors
California
$71.9K