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Schwab Fundamental US Broad Market Index ETF
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Overview Fund Activity

153 hedge funds and large institutions have $282M invested in Schwab Fundamental US Broad Market Index ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 48 increasing their positions, 49 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
+10
Holders Change %
+6.99%
% of All Funds
2.08%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
17
Increased
48
Reduced
49
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OWM
Opes Wealth Management
California
$14.6M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.89M
3
Citadel Advisors
Citadel Advisors
Florida
$1.3M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$14.1M
5
BWM
BCGM Wealth Management
Indiana
$786K

Top Sellers

1
LPL Financial
LPL Financial
California
$2.89M
2
Ameriprise
Ameriprise
Minnesota
$5.67M
3
SL
Systelligence LLC
Minnesota
$9.94M
4
FTS
Fifth Third Securities
Ohio
$0
5
Baird Financial Group
Baird Financial Group
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
126
CoreCap Advisors
Michigan
$55.1K – – –
S
127
SignatureFD
Georgia
$51.8K +$391 +17 +0.8%
BCM
128
Blume Capital Management
California
$46K -$23K -1,000 -33%
NA
129
NewEdge Advisors
Louisiana
$44.2K – – –
LFG
130
Larson Financial Group
Missouri
$43.7K +$43.7K +1,900 New
HCP
131
Hexagon Capital Partners
Arkansas
$42K – – –
PA
132
Parallel Advisors
California
$34.5K – – –
AF
133
Allworth Financial
California
$31.2K +$6.72K +304 +27%
AA
134
Ancora Advisors
Ohio
$31.1K – – –
AC
135
AlphaCore Capital
California
$28K +$28K +1,215 New
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$27K -$37K -1,605 -58%
SSB
137
Sandy Spring Bank
Maryland
$20.7K – – –
PK
138
Pflug Koory
Nebraska
$12K -$20.4K -885 -63%
CMP
139
Coston McIsaac & Partners
Maine
$12K – – –
VCM
140
Versant Capital Management
Arizona
$10.7K – – –
IA
141
IFP Advisors
Florida
$10.6K – – –
PMFA
142
Plante Moran Financial Advisors
Michigan
$8.91K +$8.91K +387 New
PS
143
Pinney & Scofield
Massachusetts
$8.28K – – –
MMCM
144
Murphy & Mullick Capital Management
New York
$6.56K – – –
CFD
145
Creative Financial Designs
Indiana
$5.32K – – –
MSG
146
Main Street Group
Virginia
$4.06K +$4.06K +177 New
Comerica Bank
147
Comerica Bank
Texas
$3.91K – – –
AG
148
AmeriFlex Group
Nevada
$3.87K – – –
EWA
149
EQ Wealth Advisors
Texas
$3.13K +$3.13K +136 New
BL
150
BFSG LLC
California
$2.19K -$805 -35 -27%
3 4 5
6
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