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Schwab Fundamental US Broad Market Index ETF

153 hedge funds and large institutions have $287M invested in Schwab Fundamental US Broad Market Index ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 54 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
Holders Change %
0%
% of All Funds
2.05%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
14
Increased
54
Reduced
39
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FC
1
Financial Consulate
Maryland
$34.1M -$5.14M -214,187 -13%
AC
2
AlphaCore Capital
California
$31M +$31M +1,292,380 +106,369%
OWM
3
Opes Wealth Management
California
$16.8M +$1.61M +67,217 +11%
HighTower Advisors
4
HighTower Advisors
Illinois
$16.7M +$531K +22,146 +3%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$16.5M +$1.78M +74,330 +12%
SS
6
Sound Stewardship
Kansas
$14.8M +$1.06M +44,389 +8%
Bank of America
7
Bank of America
North Carolina
$10.4M +$592K +24,702 +6%
Morgan Stanley
8
Morgan Stanley
New York
$9.14M +$506K +21,114 +6%
BA
9
Brightwater Advisory
Florida
$6.96M -$135K -5,611 -2%
Raymond James Financial
10
Raymond James Financial
Florida
$6.71M -$3.98M -166,160 -37%
Goldman Sachs
11
Goldman Sachs
New York
$6.55M +$4.49M +187,098 +218%
Ameriprise
12
Ameriprise
Minnesota
$6.28M +$368K +15,379 +6%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$5.89M +$1.32M +54,868 +29%
LRIA
14
Leonard Rickey Investment Advisors
Washington
$4.3M -$83.7K -3,490 -2%
GFP
15
Guardian Financial Partners
California
$4.18M -$37.6K -1,566 -0.9%
MML Investors Services
16
MML Investors Services
Massachusetts
$3.49M +$1.35M +56,299 +63%
MA
17
Mezzasalma Advisors
New Jersey
$3.47M +$37.7K +1,574 +1%
Corient Private Wealth
18
Corient Private Wealth
Florida
$3.35M +$2.18M +91,345 +185%
TAM
19
Townsend Asset Management
North Carolina
$3.12M -$8.2K -342 -0.3%
CFO
20
CVA Family Office
Colorado
$3.04M -$55.7K -2,321 -2%
AV
21
Aspiring Ventures
Ohio
$2.91M
KFS
22
Kaizen Financial Strategies
California
$2.82M -$16.6K -694 -0.6%
UBS Group
23
UBS Group
Switzerland
$2.77M +$157K +6,564 +6%
LPL Financial
24
LPL Financial
California
$2.54M -$478K -19,935 -16%
RCA
25
Resonant Capital Advisors
Wisconsin
$2.36M +$234K +9,757 +11%