FNDB icon

Schwab Fundamental US Broad Market Index ETF
FNDB

Overview Fund Activity

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
–

Top Buyers

1
AC
AlphaCore Capital
California
$31M
2
Goldman Sachs
Goldman Sachs
New York
$6.55M
3
Corient Private Wealth
Corient Private Wealth
Florida
$3.35M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$16.5M
5
OWM
Opes Wealth Management
California
$16.8M

Top Sellers

1
SL
Systelligence LLC
Minnesota
$0
2
FC
Financial Consulate
Maryland
$34.1M
3
Raymond James Financial
Raymond James Financial
Florida
$6.71M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
5
Citadel Advisors
Citadel Advisors
Florida
$762K
Name Holding Trade Value Shares
Change 		Shares
Change %
HWA
26
HHM Wealth Advisors
Tennessee
$2.32M – – –
CGL
27
Clarius Group LLC
Washington
$2.15M – – –
RDWM
28
Red Door Wealth Management
Tennessee
$2.08M – – –
FNC
29
First National Corp
Massachusetts
$2.04M – – –
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$2M -$56.1K -2,341 -3%
JIR
31
James Investment Research
Ohio
$1.76M +$129K +5,373 +8%
YWM
32
Yoder Wealth Management
California
$1.75M -$3.6K -150 -0.2%
WANY
33
Wealthspire Advisors (New York)
New York
$1.7M – – –
FG
34
Foster Group
Iowa
$1.56M +$98.6K +4,111 +7%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$1.48M +$148K +6,180 +11%
CAPTRUST Financial Advisors
36
CAPTRUST Financial Advisors
North Carolina
$1.46M -$378K -15,761 -21%
Mariner
37
Mariner
Kansas
$1.38M +$129K +5,400 +10%
MCM
38
MAI Capital Management
Ohio
$1.36M +$671 +28 +0%
CCM
39
Coldstream Capital Management
Washington
$1.3M – – –
Jones Financial Companies
40
Jones Financial Companies
Missouri
$1.26M +$822K +34,406 +186%
BBHC
41
Brown Brothers Harriman & Co
New York
$1.23M – – –
FFS
42
Founders Financial Securities
Maryland
$1.19M +$1.19M +49,823 New
VAF
43
Values Added Financial
District of Columbia
$1.19M – – –
NHC
44
Nicholas Hoffman & Company
Georgia
$1.18M +$3.79K +158 +0.3%
Osaic Holdings
45
Osaic Holdings
Arizona
$1.17M +$2.32K +99 +0.2%
CFG
46
Cornerstone Financial Group
Nebraska
$1.16M +$1.49K +62 +0.1%
RTL
47
Red Tortoise LLC
Georgia
$1.11M +$1.94K +81 +0.2%
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$1.09M +$1.09M +44,412 New
QCG
49
Quadrant Capital Group
Ohio
$1.05M – – –
Creative Planning
50
Creative Planning
Kansas
$1.04M -$156K -6,519 -13%
1
2
3 4 5