FNDB icon

Schwab Fundamental US Broad Market Index ETF

170 hedge funds and large institutions have $332M invested in Schwab Fundamental US Broad Market Index ETF in 2026 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 63 increasing their positions, 47 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
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
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$2.85M
LPL Financial
27
LPL Financial
California
$2.84M
KFS
28
Kaizen Financial Strategies
California
$2.68M
CWM
29
Centurion Wealth Management
Virginia
$2.56M
RCA
30
Resonant Capital Advisors
Wisconsin
$2.55M
HWA
31
HHM Wealth Advisors
Tennessee
$2.46M
Ameriprise
32
Ameriprise
Minnesota
$2.38M
RDWM
33
Red Door Wealth Management
Tennessee
$2.36M
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$2.28M
MCM
35
MAI Capital Management
Ohio
$2.25M
WANY
36
Wealthspire Advisors (New York)
New York
$2.16M
Osaic Holdings
37
Osaic Holdings
Arizona
$2.12M
FG
38
Foster Group
Iowa
$2.04M
YWM
39
Yoder Wealth Management
California
$1.97M
TAM
40
Townsend Asset Management
North Carolina
$1.88M
NHC
41
Nicholas Hoffman & Company
Georgia
$1.8M
FFS
42
Founders Financial Securities
Maryland
$1.8M
SWM
43
SeaCrest Wealth Management
New York
$1.61M
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$1.46M
Creative Planning
45
Creative Planning
Kansas
$1.45M
Corient Private Wealth
46
Corient Private Wealth
Florida
$1.45M
VA
47
Valmark Advisers
Ohio
$1.42M
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$1.4M
BBHC
49
Brown Brothers Harriman & Co
New York
$1.39M
Wealth Enhancement Advisory Services
50
Wealth Enhancement Advisory Services
Minnesota
$1.39M