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Schwab Fundamental US Broad Market Index ETF

153 hedge funds and large institutions have $282M invested in Schwab Fundamental US Broad Market Index ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 48 increasing their positions, 49 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
+10
Holders Change %
+6.99%
% of All Funds
2.08%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
17
Increased
48
Reduced
49
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FRA
151
Front Row Advisors
California
$1.52K
LWA
152
Lowe Wealth Advisors
Maryland
$345
CIBC Private Wealth Group
153
CIBC Private Wealth Group
Georgia
$19 -$110K -5,788 -100%
Wells Fargo
154
Wells Fargo
California
$7 -$4
FTS
155
Fifth Third Securities
Ohio
-$648K -27,840 Closed
Baird Financial Group
156
Baird Financial Group
Wisconsin
-$507K -21,811 Closed
OMC
157
Old Mission Capital
Illinois
-$307K -13,197 Closed
LDB
158
Lee, Danner & Bass
Tennessee
-$31.4K -1,352 Closed
Bank of Montreal
159
Bank of Montreal
Ontario, Canada
-$13.3K -570 Closed