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Schwab Fundamental US Broad Market Index ETF

161 hedge funds and large institutions have $312M invested in Schwab Fundamental US Broad Market Index ETF in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 68 increasing their positions, 35 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 5

94% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 35

3% more funds holding

Funds holding: 156161 (+5)

2% less capital invested

Capital invested by funds: $319M → $312M (-$6.34M)

1.06% less ownership

Funds ownership: 30.94%29.87% (-1.1%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
161
Holders Change
+5
Holders Change %
+3.21%
% of All Funds
1.96%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.06%
New
14
Increased
68
Reduced
35
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFMG
101
Sage Financial Management Group
Virginia
$282K
PNC Financial Services Group
102
PNC Financial Services Group
Pennsylvania
$271K +$45K +1,724 +20%
Mercer Global Advisors
103
Mercer Global Advisors
Colorado
$265K +$12K +458 +5%
AF
104
Advisornet Financial
Minnesota
$263K +$784 +30 +0.3%
UBS AM
105
UBS AM
Illinois
$254K +$250K +9,555 New
WAG
106
Winthrop Advisory Group
Massachusetts
$246K +$1.51K +58 +0.6%
Northwestern Mutual Wealth Management
107
Northwestern Mutual Wealth Management
Wisconsin
$244K
BIM
108
Breakwater Investment Management
Washington
$238K
CA
109
Crewe Advisors
Utah
$235K
Focus Partners Wealth
110
Focus Partners Wealth
Massachusetts
$233K +$4.65K +178 +2%
MMA
111
Miracle Mile Advisors
California
$227K +$223K +8,541 New
SFA
112
Sequoia Financial Advisors
Ohio
$218K
TCM
113
TruNorth Capital Management
Michigan
$216K
KCM
114
Kendall Capital Management
Maryland
$204K +$201K +7,683 New
KHC
115
Koesten Hirschmann & Crabtree
Kansas
$200K
HI
116
Harbour Investments
Wisconsin
$199K +$888 +34 +0.5%
HAP
117
Harbor Asset Planning
Massachusetts
$185K +$810 +31 +0.4%
SAM
118
S.A. Mason
Michigan
$174K +$26 +1 +0%
VNA
119
Valley National Advisers
Pennsylvania
$165K
CF
120
Centaurus Financial
California
$160K +$3.4K +130 +2%
PFBT
121
Parkside Financial Bank & Trust
Missouri
$128K +$470 +18 +0.4%
Rockefeller Capital Management
122
Rockefeller Capital Management
New York
$124K
CVM
123
Cheviot Value Management
California
$112K +$470 +18 +0.4%
TLA
124
Tanglewood Legacy Advisors
Texas
$111K
LFG
125
Larson Financial Group
Missouri
$97.2K +$14.9K +571 +18%