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Schwab Fundamental US Broad Market Index ETF

170 hedge funds and large institutions have $332M invested in Schwab Fundamental US Broad Market Index ETF in 2026 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 63 increasing their positions, 47 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 10

34% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 47

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

6% more capital invested

Capital invested by funds: $312M → $332M (+$20M)

6% more funds holding

Funds holding: 161170 (+9)

0.55% less ownership

Funds ownership: 29.87%29.33% (-0.55%)

Holders
170
Holders Change
+9
Holders Change %
+5.59%
% of All Funds
2.09%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.07%
New
22
Increased
63
Reduced
47
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
101
Waverly Advisors
Alabama
$346K +$353K +12,734 New
SPIA
102
Steward Partners Investment Advisory
New York
$323K
EWA
103
EP Wealth Advisors
California
$322K +$327K +11,821 New
BlackRock
104
BlackRock
New York
$315K +$228K +8,229 +247%
NB
105
NBT Bank
New York
$307K -$17K -615 -5%
SWP
106
Stratos Wealth Partners
Ohio
$300K +$942 +34 +0.3%
EH
107
Equitable Holdings
New York
$293K -$20.1K -725 -6%
SFMG
108
Sage Financial Management Group
Virginia
$288K
SFA
109
Sequoia Financial Advisors
Ohio
$288K +$66.5K +2,400 +29%
FM
110
Foster & Motley
Ohio
$285K -$49.4K -1,782 -15%
PWM
111
Perigon Wealth Management
California
$282K -$489K -17,674 -63%
Chevy Chase Trust
112
Chevy Chase Trust
Maryland
$278K -$34.5K -1,247 -11%
UBS AM
113
UBS AM
Illinois
$260K
WAG
114
Winthrop Advisory Group
Massachusetts
$254K +$2.41K +87 +0.9%
Northwestern Mutual Wealth Management
115
Northwestern Mutual Wealth Management
Wisconsin
$250K +$332 +12 +0.1%
IWM
116
IHT Wealth Management
Illinois
$244K +$248K +8,954 New
BIM
117
Breakwater Investment Management
Washington
$243K
CA
118
Crewe Advisors
Utah
$241K
Focus Partners Wealth
119
Focus Partners Wealth
Massachusetts
$239K +$554 +20 +0.2%
Lido Advisors
120
Lido Advisors
California
$237K -$99K -3,574 -29%
WPC
121
Wedmont Private Capital
Pennsylvania
$228K +$226K +8,150 New
AF
122
Advisornet Financial
Minnesota
$224K -$46.7K -1,687 -17%
TCM
123
TruNorth Capital Management
Michigan
$222K
KCM
124
Kendall Capital Management
Maryland
$209K
KHC
125
Koesten Hirschmann & Crabtree
Kansas
$205K