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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
FFN
126
Focus Financial Network
Minnesota
$204K +$208K +7,500 New
PNC Financial Services Group
127
PNC Financial Services Group
Pennsylvania
$202K -$76.4K -2,760 -27%
HAP
128
Harbor Asset Planning
Massachusetts
$190K +$748 +27 +0.4%
SAM
129
S.A. Mason
Michigan
$178K +$55 +2 +0%
VNA
130
Valley National Advisers
Pennsylvania
$168K
HIC
131
Hamrick Investment Counsel
Washington
$151K +$154K +5,562 New
PFBT
132
Parkside Financial Bank & Trust
Missouri
$131K +$443 +16 +0.3%
Rockefeller Capital Management
133
Rockefeller Capital Management
New York
$126K
TLA
134
Tanglewood Legacy Advisors
Texas
$114K
CVM
135
Cheviot Value Management
California
$111K +$443 +16 +0.4%
LFG
136
Larson Financial Group
Missouri
$110K +$10.3K +371 +10%
CF
137
Centaurus Financial
California
$106K -$58.8K -2,124 -35%
GWM
138
Geneos Wealth Management
Colorado
$88.9K
ECA
139
Elevated Capital Advisors
Utah
$88K
PA
140
Parallel Advisors
California
$82.1K -$305 -11 -0.4%
BT
141
Banque Transatlantique
France
$73.4K +$74.8K +2,700 New
AF
142
Allworth Financial
California
$71.5K -$1.66K -60 -2%
MWM
143
Magnolia Wealth Management
Alabama
$55.9K +$56.9K +2,055 New
SC
144
SouthState Corp
Florida
$53.4K -$26.9K -973 -33%
S
145
SignatureFD
Georgia
$51.3K -$12.6K -455 -19%
SS
146
Sunbelt Securities
Texas
$40.8K +$13.8K +500 +50%
CA
147
CoreCap Advisors
Michigan
$38.5K
AA
148
Ancora Advisors
Ohio
$36.7K
HFS
149
Hantz Financial Services
Michigan
$35K +$35.3K +1,276 New
OSAM
150
O'Shaughnessy Asset Management
Connecticut
$28.3K