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Schwab Fundamental US Broad Market Index ETF

170 hedge funds and large institutions have $332M invested in Schwab Fundamental US Broad Market Index ETF in 2026 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 63 increasing their positions, 47 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 10

34% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 47

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

6% more capital invested

Capital invested by funds: $312M → $332M (+$20M)

6% more funds holding

Funds holding: 161170 (+9)

0.55% less ownership

Funds ownership: 29.87%29.33% (-0.55%)

Holders
170
Holders Change
+9
Holders Change %
+5.59%
% of All Funds
2.09%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.07%
New
22
Increased
63
Reduced
47
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
151
Blume Capital Management
California
$27.2K
TVWM
152
Tower View Wealth Management
Wisconsin
$24.6K -$3.1K -112 -11%
BTI
153
Blue Trust Inc
Georgia
$17.1K +$9.06K +327 +109%
IA
154
IFG Advisory
Georgia
$15.5K +$15.8K +569 New
CMP
155
Coston McIsaac & Partners
Maine
$15K
PK
156
Pflug Koory
Nebraska
$14.4K +$55 +2 +0.4%
AUB
157
Atlantic Union Bankshares
Virginia
$13.6K -$11.1K -400 -44%
SIS
158
Sound Income Strategies
Florida
$13.5K +$1.19K +43 +9%
VCM
159
Versant Capital Management
Arizona
$12.7K
PS
160
Pinney & Scofield
Massachusetts
$9.79K
PMFA
161
Plante Moran Financial Advisors
Michigan
$9.56K
Fifth Third Bancorp
162
Fifth Third Bancorp
Ohio
$8.16K +$8.31K +300 New
MMCM
163
Murphy & Mullick Capital Management
New York
$7.75K
CFD
164
Creative Financial Designs
Indiana
$6.28K
BWL
165
Bogart Wealth LLC
Virginia
$5.07K
Bank of Montreal
166
Bank of Montreal
Ontario, Canada
$4.7K +$4.79K +173 New
Russell Investments Group
167
Russell Investments Group
United Kingdom
$3.94K
DFC
168
DB Fitzpatrick & Co
Idaho
$2.5K +$2.55K +92 New
FRA
169
Front Row Advisors
California
$1.79K
Wells Fargo
170
Wells Fargo
California
$29
MWM
171
MorganRosel Wealth Management
Colorado
-$836K -31,468 Closed
VPIM
172
Vanguard Personalized Indexing Management
California
-$340K -12,786 Closed
TRCT
173
Tower Research Capital (TRC)
New York
-$47.5K -1,788 Closed
NA
174
NewEdge Advisors
Louisiana
-$25.5K -962 Closed
CIA
175
Cape Investment Advisory
Georgia
-$19K -715 Closed