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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 $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 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
–
Holders Change %
0%
% of All Funds
2.05%
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
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
AlphaCore Capital
California
$31M
2
Goldman Sachs
Goldman Sachs
New York
$6.55M
3
Corient Private Wealth
Corient Private Wealth
Florida
$3.35M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$16.5M
5
OWM
Opes Wealth Management
California
$16.8M

Top Sellers

1
SL
Systelligence LLC
Minnesota
$0
2
FC
Financial Consulate
Maryland
$34.1M
3
Raymond James Financial
Raymond James Financial
Florida
$6.71M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
5
Citadel Advisors
Citadel Advisors
Florida
$762K
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
126
Geneos Wealth Management
Colorado
$66.8K -$66.8K -2,787 -50%
LFG
127
Larson Financial Group
Missouri
$60K +$14.4K +600 +32%
TVWM
128
Tower View Wealth Management
Wisconsin
$57.9K +$240 +10 +0.4%
S
129
SignatureFD
Georgia
$54.8K +$815 +34 +2%
BCM
130
Blume Capital Management
California
$48K – – –
NA
131
NewEdge Advisors
Louisiana
$46.1K – – –
CA
132
CoreCap Advisors
Michigan
$34K -$23.5K -978 -41%
AA
133
Ancora Advisors
Ohio
$32.4K – – –
AAS
134
Ameritas Advisory Services
Nebraska
$27.3K +$27.3K +1,137 New
TCM
135
Traub Capital Management
Massachusetts
$25.2K +$25.2K +1,050 New
AUB
136
Atlantic Union Bankshares
Virginia
$21.6K +$21.6K +900 New
CMP
137
Coston McIsaac & Partners
Maine
$13K – – –
PK
138
Pflug Koory
Nebraska
$12.5K – – –
VCM
139
Versant Capital Management
Arizona
$11.2K – – –
SIS
140
Sound Income Strategies
Florida
$10.9K +$10.9K +453 New
PS
141
Pinney & Scofield
Massachusetts
$8.63K – – –
PMFA
142
Plante Moran Financial Advisors
Michigan
$8.43K -$864 -36 -9%
MMCM
143
Murphy & Mullick Capital Management
New York
$6.89K – – –
CFD
144
Creative Financial Designs
Indiana
$5.54K – – –
Comerica Bank
145
Comerica Bank
Texas
$4.08K – – –
AG
146
AmeriFlex Group
Nevada
$3.99K – – –
Russell Investments Group
147
Russell Investments Group
United Kingdom
$3.48K +$3.48K +145 New
EWA
148
EQ Wealth Advisors
Texas
$3.26K – – –
FRA
149
Front Row Advisors
California
$1.58K – – –
FFA
150
Frazier Financial Advisors
Ohio
$528 +$528 +22 New
3 4 5
6
7