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Schwab Fundamental US Broad Market Index ETF

160 hedge funds and large institutions have $307M invested in Schwab Fundamental US Broad Market Index ETF in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 67 increasing their positions, 35 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
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
GWM
126
Geneos Wealth Management
Colorado
$86.8K
ECA
127
Elevated Capital Advisors
Utah
$85.9K
PA
128
Parallel Advisors
California
$80.5K
SC
129
SouthState Corp
Florida
$78.1K
AF
130
Allworth Financial
California
$71.4K
S
131
SignatureFD
Georgia
$62.3K
TRCT
132
Tower Research Capital (TRC)
New York
$47.5K
CA
133
CoreCap Advisors
Michigan
$37.6K
AA
134
Ancora Advisors
Ohio
$35.9K
OSAM
135
O'Shaughnessy Asset Management
Connecticut
$27.6K
TVWM
136
Tower View Wealth Management
Wisconsin
$27K
BCM
137
Blume Capital Management
California
$26.6K
SS
138
Sunbelt Securities
Texas
$26.6K
NA
139
NewEdge Advisors
Louisiana
$25.5K
AUB
140
Atlantic Union Bankshares
Virginia
$23.9K
CIA
141
Cape Investment Advisory
Georgia
$19K
CMP
142
Coston McIsaac & Partners
Maine
$14K
PK
143
Pflug Koory
Nebraska
$14K
SIS
144
Sound Income Strategies
Florida
$12.5K
VCM
145
Versant Capital Management
Arizona
$12.4K
PS
146
Pinney & Scofield
Massachusetts
$9.56K
PMFA
147
Plante Moran Financial Advisors
Michigan
$9.34K
Comerica Bank
148
Comerica Bank
Texas
$7.97K
BTI
149
Blue Trust Inc
Georgia
$7.97K
MMCM
150
Murphy & Mullick Capital Management
New York
$7.57K