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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
GIA
176
GHP Investment Advisors
Colorado
-$5.31K -200 Closed
EWA
177
EQ Wealth Advisors
Texas
-$3.61K -136 Closed
IIM
178
IFC & Insurance Marketing
California
-$2K -63 Closed
FFA
179
Frazier Financial Advisors
Ohio
-$585 -22 Closed