FNDB icon

Schwab Fundamental US Broad Market Index ETF
FNDB

Overview Fund Activity

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.

Holders
153
Holders Change
+10
Holders Change %
+6.99%
% of All Funds
2.08%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
17
Increased
48
Reduced
49
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OWM
1
Opes Wealth Management
California
$14.6M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.89M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.3M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$14.1M
5
BWM
5
BCGM Wealth Management
Indiana
$786K

Top Sellers

1
LPL Financial
1
LPL Financial
California
$2.89M
2
Ameriprise
2
Ameriprise
Minnesota
$5.67M
3
SL
3
Systelligence LLC
Minnesota
$9.94M
4
FTS
4
Fifth Third Securities
Ohio
$0
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RCA
26
Resonant Capital Advisors
Wisconsin
$2.04M +$100K +4,345 +5%
RDWM
27
Red Door Wealth Management
Tennessee
$2M +$1.4K +61 +0.1%
Goldman Sachs
28
Goldman Sachs
New York
$1.98M +$152K +6,585 +8%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$1.97M +$298K +12,936 +18%
FNC
30
First National Corp
Massachusetts
$1.96M +$3.11K +135 +0.2%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$1.89M +$1.68M +73,189 +822%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$1.76M -$153K -6,646 -8%
YWM
33
Yoder Wealth Management
California
$1.68M -$71.3K -3,100 -4%
WANY
34
Wealthspire Advisors (New York)
New York
$1.63M – – –
JIR
35
James Investment Research
Ohio
$1.56M +$253K +11,015 +19%
FG
36
Foster Group
Iowa
$1.4M +$6.03K +262 +0.4%
MCM
37
MAI Capital Management
Ohio
$1.31M +$644 +28 +0%
Citadel Advisors
38
Citadel Advisors
Florida
$1.3M +$1.3M +56,398 New
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$1.27M +$85.5K +3,715 +7%
CCM
40
Coldstream Capital Management
Washington
$1.24M – – –
Mariner
41
Mariner
Kansas
$1.2M +$32.9K +1,429 +3%
BBHC
42
Brown Brothers Harriman & Co
New York
$1.18M – – –
Creative Planning
43
Creative Planning
Kansas
$1.14M +$176K +7,650 +18%
VAF
44
Values Added Financial
District of Columbia
$1.14M +$89.7K +3,900 +9%
Osaic Holdings
45
Osaic Holdings
Arizona
$1.14M +$132K +5,737 +13%
NHC
46
Nicholas Hoffman & Company
Georgia
$1.13M -$72.7K -3,158 -6%
CFG
47
Cornerstone Financial Group
Nebraska
$1.12M -$83.6K -3,597 -7%
RTL
48
Red Tortoise LLC
Georgia
$1.06M +$1.84K +80 +0.2%
Corient Private Wealth
49
Corient Private Wealth
Florida
$1.06M +$110K +5,102 +12%
WFA
50
Wade Financial Advisory
California
$1.05M -$7.25K -315 -0.7%
1
2
3 4 5