We are live on ! Find out more
FNDB icon

Schwab Fundamental US Broad Market Index ETF

156 hedge funds and large institutions have $319M invested in Schwab Fundamental US Broad Market Index ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 66 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 33

10% more capital invested

Capital invested by funds: $289M → $319M (+$29.7M)

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

0% more funds holding

Funds holding: 156156 (0)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.23% less ownership

Funds ownership: 31.17%30.94% (-0.23%)

Holders
156
Holders Change
Holders Change %
0%
% of All Funds
2.05%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
12
Increased
66
Reduced
33
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AC
1
AlphaCore Capital
California
$33.7M +$399K +16,047 +1%
FC
2
Financial Consulate
Maryland
$31.5M -$4.96M -199,520 -14%
OWM
3
Opes Wealth Management
California
$18.6M +$531K +21,370 +3%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$18M +$344K +13,858 +2%
HighTower Advisors
5
HighTower Advisors
Illinois
$17.8M -$73.8K -2,971 -0.4%
SS
6
Sound Stewardship
Kansas
$16.3M +$430K +17,311 +3%
Goldman Sachs
7
Goldman Sachs
New York
$12.3M +$5.05M +203,309 +74%
Bank of America
8
Bank of America
North Carolina
$11.3M +$122K +4,903 +1%
Morgan Stanley
9
Morgan Stanley
New York
$10.2M +$426K +17,154 +5%
BA
10
Brightwater Advisory
Florida
$7.32M -$154K -6,194 -2%
Raymond James Financial
11
Raymond James Financial
Florida
$7.22M +$18.6K +750 +0.3%
Ameriprise
12
Ameriprise
Minnesota
$6.89M +$134K +5,407 +2%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$6.37M +$51.7K +2,080 +0.8%
LRIA
14
Leonard Rickey Investment Advisors
Washington
$4.57M -$47K -1,892 -1%
GFP
15
Guardian Financial Partners
California
$4.33M -$151K -6,068 -3%
MA
16
Mezzasalma Advisors
New Jersey
$3.76M +$35.9K +1,447 +1%
MML Investors Services
17
MML Investors Services
Massachusetts
$3.76M +$11K +443 +0.3%
EP
18
Essential Partners
California
$3.46M +$34.2K +1,378 +1%
CFO
19
CVA Family Office
Colorado
$3.23M -$28.4K -1,143 -0.9%
AV
20
Aspiring Ventures
Ohio
$3.03M -$88.6K -3,566 -3%
UBS Group
21
UBS Group
Switzerland
$2.93M -$45.7K -1,840 -2%
LPL Financial
22
LPL Financial
California
$2.73M +$11.3K +456 +0.4%
CL
23
COWA LLC
Oklahoma
$2.59M +$2.45M +98,501 New
RCA
24
Resonant Capital Advisors
Wisconsin
$2.51M -$15.9K -640 -0.7%
Osaic Holdings
25
Osaic Holdings
Arizona
$2.5M +$1.07M +42,942 +79%