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Schwab Fundamental US Broad Market Index ETF

155 hedge funds and large institutions have $315M invested in Schwab Fundamental US Broad Market Index ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 65 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
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
PA
126
Parallel Advisors
California
$77.4K
GWM
127
Geneos Wealth Management
Colorado
$71.7K
AF
128
Allworth Financial
California
$69.1K
S
129
SignatureFD
Georgia
$60.3K
OSAM
130
O'Shaughnessy Asset Management
Connecticut
$52K
BCM
131
Blume Capital Management
California
$51.5K
NA
132
NewEdge Advisors
Louisiana
$49.5K
CA
133
CoreCap Advisors
Michigan
$36.4K
AA
134
Ancora Advisors
Ohio
$34.7K
AWM
135
AE Wealth Management
Kansas
$28.6K
TVWM
136
Tower View Wealth Management
Wisconsin
$26K
SS
137
Sunbelt Securities
Texas
$25.7K
AUB
138
Atlantic Union Bankshares
Virginia
$23.2K
AFWM
139
Abich Financial Wealth Management
Virginia
$16.8K
CMP
140
Coston McIsaac & Partners
Maine
$14K
PK
141
Pflug Koory
Nebraska
$13.5K
VCM
142
Versant Capital Management
Arizona
$12K
SIS
143
Sound Income Strategies
Florida
$11.6K
PS
144
Pinney & Scofield
Massachusetts
$9.27K
PMFA
145
Plante Moran Financial Advisors
Michigan
$9.04K
CIA
146
Cape Investment Advisory
Georgia
$8.75K
Comerica Bank
147
Comerica Bank
Texas
$7.72K
BTI
148
Blue Trust Inc
Georgia
$7.72K
MMCM
149
Murphy & Mullick Capital Management
New York
$7.34K
CFD
150
Creative Financial Designs
Indiana
$5.95K