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Schwab Fundamental US Broad Market Index ETF
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Overview Fund Activity

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.

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
–

Top Buyers

1
OWM
1
Opes Wealth Management
California
$14.6M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.89M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.3M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$14.1M
5
BWM
5
BCGM Wealth Management
Indiana
$786K

Top Sellers

1
LPL Financial
1
LPL Financial
California
$2.89M
2
Ameriprise
2
Ameriprise
Minnesota
$5.67M
3
SL
3
Systelligence LLC
Minnesota
$9.94M
4
FTS
4
Fifth Third Securities
Ohio
$0
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FC
1
Financial Consulate
Maryland
$37.7M 1,637,012 -4,215 -0.3%
CC
2
Callan Capital
California
$30.8M 1,337,085 -16,887 -1%
HighTower Advisors
3
HighTower Advisors
Illinois
$15.5M 672,998 +6,918 +1%
OWM
4
Opes Wealth Management
California
$14.6M 634,586 +115,761 +22%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$14.1M 611,814 +35,621 +6%
SS
6
Sound Stewardship
Kansas
$13.2M 572,124 -10,449 -2%
Raymond James Financial
7
Raymond James Financial
Florida
$10.3M 445,799 +25,602 +6%
SL
8
Systelligence LLC
Minnesota
$9.94M 431,799 -29,249 -6%
Bank of America
9
Bank of America
North Carolina
$9.45M 410,514 -4,424 -1%
Morgan Stanley
10
Morgan Stanley
New York
$8.28M 359,934 +3,508 +1%
BA
11
Brightwater Advisory
Florida
$6.81M 296,026 -6,887 -2%
Ameriprise
12
Ameriprise
Minnesota
$5.67M 246,827 -108,248 -30%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$4.39M 190,688 -704 -0.4%
GFP
14
Guardian Financial Partners
California
$4.05M 175,905 -10,917 -6%
LRIA
15
Leonard Rickey Investment Advisors
Washington
$3.98M 182,895 -2,063 -1%
MA
16
Mezzasalma Advisors
New Jersey
$3.29M 143,092 +1,095 +0.8%
TAM
17
Townsend Asset Management
North Carolina
$3M 130,393 -12,991 -9%
CFO
18
CVA Family Office
Colorado
$2.97M 129,001 -2,539 -2%
LPL Financial
19
LPL Financial
California
$2.89M 125,654 -135,473 -52%
KFS
20
Kaizen Financial Strategies
California
$2.72M 118,327 -324 -0.3%
AV
21
Aspiring Ventures
Ohio
$2.72M 121,366 -300 -0.2%
UBS Group
22
UBS Group
Switzerland
$2.51M 109,108 +6,579 +6%
HWA
23
HHM Wealth Advisors
Tennessee
$2.22M 96,693 -2,580 -3%
CGL
24
Clarius Group LLC
Washington
$2.06M 89,484 +4,515 +5%
MML Investors Services
25
MML Investors Services
Massachusetts
$2.06M 89,342 +3,015 +3%
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