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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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

1% less capital invested

Capital invested by funds: $284M → $282M (-$2.31M)

2% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 49

Holders
153
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
1
$37.7M
2
$30.8M
3
$15.5M
4
$14.6M
5
$14.1M
6
$13.2M
7
$10.3M
8
$9.94M
9
$9.45M
10
$8.28M
11
$6.81M
12
$5.67M
13
$4.39M
14
$4.05M
15
$3.98M
16
$3.29M
17
$3M
18
$2.97M
19
$2.89M
20
$2.72M
21
$2.72M
22
$2.51M
23
$2.22M
24
$2.06M
25
$2.06M