We are live on ! Find out more
FNDB icon

Schwab Fundamental US Broad Market Index ETF

161 hedge funds and large institutions have $312M invested in Schwab Fundamental US Broad Market Index ETF in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 68 increasing their positions, 35 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 5

94% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 35

3% more funds holding

Funds holding: 156161 (+5)

2% less capital invested

Capital invested by funds: $319M → $312M (-$6.34M)

1.06% less ownership

Funds ownership: 30.94%29.87% (-1.1%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
161
Holders Change
+5
Holders Change %
+3.21%
% of All Funds
1.96%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.06%
New
14
Increased
68
Reduced
35
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AC
1
AlphaCore Capital
California
$34.7M -$101K -3,869 -0.3%
FC
2
Financial Consulate
Maryland
$27.1M -$5.33M -204,030 -17%
OWM
3
Opes Wealth Management
California
$19.6M +$378K +14,476 +2%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$19.2M +$612K +23,443 +3%
HighTower Advisors
5
HighTower Advisors
Illinois
$18.7M +$313K +11,964 +2%
SS
6
Sound Stewardship
Kansas
$16.9M +$31.3K +1,197 +0.2%
Bank of America
7
Bank of America
North Carolina
$11.6M -$86.5K -3,311 -0.8%
Morgan Stanley
8
Morgan Stanley
New York
$10.6M +$28.4K +1,086 +0.3%
Raymond James Financial
9
Raymond James Financial
Florida
$7.53M +$83K +3,177 +1%
BA
10
Brightwater Advisory
Florida
$7.44M -$107K -4,106 -1%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$6.6M +$18.3K +699 +0.3%
LRIA
12
Leonard Rickey Investment Advisors
Washington
$4.69M -$29.7K -1,137 -0.6%
MML Investors Services
13
MML Investors Services
Massachusetts
$4.25M +$362K +13,856 +9%
MA
14
Mezzasalma Advisors
New Jersey
$3.84M +$96.1K +3,680 +3%
GFP
15
Guardian Financial Partners
California
$3.79M -$673K -25,763 -15%
Osaic Holdings
16
Osaic Holdings
Arizona
$3.47M +$866K +33,145 +34%
EP
17
Essential Partners
California
$3.37M -$195K -7,476 -6%
CFO
18
CVA Family Office
Colorado
$3.3M -$32.7K -1,250 -1%
AV
19
Aspiring Ventures
Ohio
$3.18M +$50.5K +1,932 +2%
Corient Private Wealth
20
Corient Private Wealth
Florida
$3.08M +$1.05M +40,362 +53%
UBS Group
21
UBS Group
Switzerland
$2.98M -$40.9K -1,564 -1%
Mariner
22
Mariner
Kansas
$2.93M +$1.26M +48,181 +78%
LPL Financial
23
LPL Financial
California
$2.76M -$63.9K -2,447 -2%
Jones Financial Companies
24
Jones Financial Companies
Missouri
$2.64M +$546K +20,893 +27%
JIR
25
James Investment Research
Ohio
$2.57M +$309K +11,816 +14%