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Schwab Fundamental US Broad Market Index ETF

161 hedge funds and large institutions have $312M invested in Schwab Fundamental US Broad Market Index ETF in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 68 increasing their positions, 35 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 5

94% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 35

3% more funds holding

Funds holding: 156161 (+5)

2% less capital invested

Capital invested by funds: $319M → $312M (-$6.34M)

1.06% less ownership

Funds ownership: 30.94%29.87% (-1.1%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
161
Holders Change
+5
Holders Change %
+3.21%
% of All Funds
1.96%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.06%
New
14
Increased
68
Reduced
35
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
126
BlackRock
New York
$88.6K +$87.1K +3,335 New
GWM
127
Geneos Wealth Management
Colorado
$86.8K +$12.5K +480 +17%
ECA
128
Elevated Capital Advisors
Utah
$85.9K +$84.5K +3,234 New
PA
129
Parallel Advisors
California
$80.5K +$627 +24 +0.8%
SC
130
SouthState Corp
Florida
$78.1K -$14.1K -538 -15%
AF
131
Allworth Financial
California
$71.4K +$26 +1 +0%
S
132
SignatureFD
Georgia
$62.3K
TRCT
133
Tower Research Capital (TRC)
New York
$47.5K +$46.7K +1,788 New
CA
134
CoreCap Advisors
Michigan
$37.6K
AA
135
Ancora Advisors
Ohio
$35.9K
OSAM
136
O'Shaughnessy Asset Management
Connecticut
$27.6K -$25.7K -983 -49%
TVWM
137
Tower View Wealth Management
Wisconsin
$27K +$131 +5 +0.5%
BCM
138
Blume Capital Management
California
$26.6K -$26.1K -1,000 -50%
SS
139
Sunbelt Securities
Texas
$26.6K
NA
140
NewEdge Advisors
Louisiana
$25.5K -$25.1K -961 -50%
AUB
141
Atlantic Union Bankshares
Virginia
$23.9K
CIA
142
Cape Investment Advisory
Georgia
$19K +$9.8K +375 +110%
CMP
143
Coston McIsaac & Partners
Maine
$14K
PK
144
Pflug Koory
Nebraska
$14K +$52 +2 +0.4%
SIS
145
Sound Income Strategies
Florida
$12.5K
VCM
146
Versant Capital Management
Arizona
$12.4K
PS
147
Pinney & Scofield
Massachusetts
$9.56K
PMFA
148
Plante Moran Financial Advisors
Michigan
$9.34K
BTI
149
Blue Trust Inc
Georgia
$7.97K
Comerica Bank
150
Comerica Bank
Texas
$7.97K