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Schwab Fundamental US Broad Market Index ETF

152 hedge funds and large institutions have $287M 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, 39 reducing their positions, and 10 closing their positions.

Holders
152
Holders Change
-1
Holders Change %
-0.65%
% of All Funds
2.04%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
14
Increased
54
Reduced
39
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GWM
126
Geneos Wealth Management
Colorado
$66.8K 2,787 -2,787 -50%
LFG
127
Larson Financial Group
Missouri
$60K 2,500 +600 +32%
TVWM
128
Tower View Wealth Management
Wisconsin
$57.9K 2,414 +10 +0.4%
S
129
SignatureFD
Georgia
$54.8K 2,284 +34 +2%
BCM
130
Blume Capital Management
California
$48K 2,000
NA
131
NewEdge Advisors
Louisiana
$46.1K 1,923
CA
132
CoreCap Advisors
Michigan
$34K 1,416 -978 -41%
AA
133
Ancora Advisors
Ohio
$32.4K 1,350
AAS
134
Ameritas Advisory Services
Nebraska
$27.3K 1,137 +1,137 New
TCM
135
Traub Capital Management
Massachusetts
$25.2K 1,050 +1,050 New
AUB
136
Atlantic Union Bankshares
Virginia
$21.6K 900 +900 New
CMP
137
Coston McIsaac & Partners
Maine
$13K 561
PK
138
Pflug Koory
Nebraska
$12.5K 522
VCM
139
Versant Capital Management
Arizona
$11.2K 465
SIS
140
Sound Income Strategies
Florida
$10.9K 453 +453 New
PS
141
Pinney & Scofield
Massachusetts
$8.63K 360
PMFA
142
Plante Moran Financial Advisors
Michigan
$8.43K 351 -36 -9%
MMCM
143
Murphy & Mullick Capital Management
New York
$6.89K 285
CFD
144
Creative Financial Designs
Indiana
$5.54K 231
Comerica Bank
145
Comerica Bank
Texas
$4.08K 170
AG
146
AmeriFlex Group
Nevada
$3.99K 168
Russell Investments Group
147
Russell Investments Group
United Kingdom
$3.48K 145 +145 New
EWA
148
EQ Wealth Advisors
Texas
$3.26K 136
FRA
149
Front Row Advisors
California
$1.58K 66
FFA
150
Frazier Financial Advisors
Ohio
$528 22 +22 New