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Schwab Fundamental US Broad Market Index ETF

154 hedge funds and large institutions have $286M 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, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
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
AF
126
Allworth Financial
California
$70.4K
GWM
127
Geneos Wealth Management
Colorado
$66.8K
LFG
128
Larson Financial Group
Missouri
$60K
TVWM
129
Tower View Wealth Management
Wisconsin
$57.9K
S
130
SignatureFD
Georgia
$54.8K
BCM
131
Blume Capital Management
California
$48K
NA
132
NewEdge Advisors
Louisiana
$46.1K
CA
133
CoreCap Advisors
Michigan
$34K
AA
134
Ancora Advisors
Ohio
$32.4K
AAS
135
Ameritas Advisory Services
Nebraska
$27.3K
TCM
136
Traub Capital Management
Massachusetts
$25.2K
AUB
137
Atlantic Union Bankshares
Virginia
$21.6K
CMP
138
Coston McIsaac & Partners
Maine
$13K
PK
139
Pflug Koory
Nebraska
$12.5K
VCM
140
Versant Capital Management
Arizona
$11.2K
SIS
141
Sound Income Strategies
Florida
$10.9K
PS
142
Pinney & Scofield
Massachusetts
$8.63K
PMFA
143
Plante Moran Financial Advisors
Michigan
$8.43K
MMCM
144
Murphy & Mullick Capital Management
New York
$6.89K
CFD
145
Creative Financial Designs
Indiana
$5.54K
Comerica Bank
146
Comerica Bank
Texas
$4.08K
AG
147
AmeriFlex Group
Nevada
$3.99K
Russell Investments Group
148
Russell Investments Group
United Kingdom
$3.48K
EWA
149
EQ Wealth Advisors
Texas
$3.26K
FRA
150
Front Row Advisors
California
$1.58K