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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
Holders
170
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
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
BCM
151
Blume Capital Management
California
$27.2K
TVWM
152
Tower View Wealth Management
Wisconsin
$24.6K
BTI
153
Blue Trust Inc
Georgia
$17.1K
IA
154
IFG Advisory
Georgia
$15.5K
CMP
155
Coston McIsaac & Partners
Maine
$15K
PK
156
Pflug Koory
Nebraska
$14.4K
AUB
157
Atlantic Union Bankshares
Virginia
$13.6K
SIS
158
Sound Income Strategies
Florida
$13.5K
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
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
Russell Investments Group
167
Russell Investments Group
United Kingdom
$3.94K
DFC
168
DB Fitzpatrick & Co
Idaho
$2.5K
FRA
169
Front Row Advisors
California
$1.79K
Wells Fargo
170
Wells Fargo
California
$29
MWM
171
MorganRosel Wealth Management
Colorado
VPIM
172
Vanguard Personalized Indexing Management
California
TRCT
173
Tower Research Capital (TRC)
New York
NA
174
NewEdge Advisors
Louisiana
CIA
175
Cape Investment Advisory
Georgia