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Schwab Fundamental US Broad Market Index ETF

153 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 11 funds opening new positions, 65 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
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

Top Sellers

1 -$5.14M
2 -$1.59M
3 -$832K
4
Citadel Advisors
Citadel Advisors
Florida
-$762K
5
JP Morgan Chase
JP Morgan Chase
New York
-$568K
Name Holding Trade Value Shares
Change
Change in
Stake
PA
126
Parallel Advisors
California
$77.4K
GWM
127
Geneos Wealth Management
Colorado
$71.7K
S
128
SignatureFD
Georgia
$60.3K
OSAM
129
O'Shaughnessy Asset Management
Connecticut
$52K
BCM
130
Blume Capital Management
California
$51.5K
NA
131
NewEdge Advisors
Louisiana
$49.5K
CA
132
CoreCap Advisors
Michigan
$36.4K
AA
133
Ancora Advisors
Ohio
$34.7K
AWM
134
AE Wealth Management
Kansas
$28.6K
TVWM
135
Tower View Wealth Management
Wisconsin
$26K
SS
136
Sunbelt Securities
Texas
$25.7K
AUB
137
Atlantic Union Bankshares
Virginia
$23.2K
AFWM
138
Abich Financial Wealth Management
Virginia
$16.8K
CMP
139
Coston McIsaac & Partners
Maine
$14K
PK
140
Pflug Koory
Nebraska
$13.5K
VCM
141
Versant Capital Management
Arizona
$12K
SIS
142
Sound Income Strategies
Florida
$11.6K
PS
143
Pinney & Scofield
Massachusetts
$9.27K
PMFA
144
Plante Moran Financial Advisors
Michigan
$9.04K
Comerica Bank
145
Comerica Bank
Texas
$7.72K
BTI
146
Blue Trust Inc
Georgia
$7.72K
MMCM
147
Murphy & Mullick Capital Management
New York
$7.34K
CFD
148
Creative Financial Designs
Indiana
$5.95K
Russell Investments Group
149
Russell Investments Group
United Kingdom
$3.73K
FRA
150
Front Row Advisors
California
$1.7K