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Schwab Fundamental US Broad Market Index ETF
FNDB

156 hedge funds and large institutions have $289M invested in Schwab Fundamental US Broad Market Index ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

35% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 40

2% more capital invested

Capital invested by funds: $283M → $289M (+$6.32M)

1% more funds holding

Funds holding: 155 → 156 (+1)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

0.91% less ownership

Funds ownership: 32.08% → 31.17% (-0.91%)

Holders
156
Holders Change
+1
Holders Change %
+0.65%
% 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
15
Increased
54
Reduced
40
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AC
AlphaCore Capital
California
+$29.4M
2
Goldman Sachs
Goldman Sachs
New York
+$4.25M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.69M
4
OWM
Opes Wealth Management
California
+$1.53M
5
MML Investors Services
MML Investors Services
Massachusetts
+$1.28M

Top Sellers

Rank Fund Capital Flow
1
SL
Systelligence LLC
Minnesota
-$9.94M
2
FC
Financial Consulate
Maryland
-$4.87M
3
Raymond James Financial
Raymond James Financial
Florida
-$3.78M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.89M
5
Citadel Advisors
Citadel Advisors
Florida
-$559K
Name Holding Trade Value Shares
Change 		Change in
Stake
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 -$53.2K -2,341 -3%
JIR
31
James Investment Research
Ohio
$1.76M +$122K +5,373 +8%
YWM
32
Yoder Wealth Management
California
$1.75M -$3.41K -150 -0.2%
WANY
33
Wealthspire Advisors (New York)
New York
$1.7M – – –
FG
34
Foster Group
Iowa
$1.56M +$93.4K +4,111 +7%
JP Morgan Chase
35
JP Morgan Chase
New York
$1.48M +$140K +6,180 +11%
CAPTRUST Financial Advisors
36
CAPTRUST Financial Advisors
North Carolina
$1.46M -$358K -15,761 -21%
Mariner
37
Mariner
Kansas
$1.38M +$123K +5,400 +10%
MCM
38
MAI Capital Management
Ohio
$1.36M +$636 +28 +0%
Osaic Holdings
39
Osaic Holdings
Arizona
$1.31M +$114K +5,015 +10%
CCM
40
Coldstream Capital Management
Washington
$1.3M – – –
Jones Financial Companies
41
Jones Financial Companies
Missouri
$1.26M +$782K +34,406 +186%
BBHC
42
Brown Brothers Harriman & Co
New York
$1.23M – – –
FFS
43
Founders Financial Securities
Maryland
$1.19M +$1.13M +49,823 New
VAF
44
Values Added Financial
District of Columbia
$1.19M – – –
NHC
45
Nicholas Hoffman & Company
Georgia
$1.18M +$3.59K +158 +0.3%
Corient Private Wealth
46
Corient Private Wealth
Florida
$1.17M -$4.04K -178 -0.4%
CFG
47
Cornerstone Financial Group
Nebraska
$1.16M +$1.41K +62 +0.1%
RTL
48
Red Tortoise LLC
Georgia
$1.11M +$1.84K +81 +0.2%
Wealth Enhancement Advisory Services
49
Wealth Enhancement Advisory Services
Minnesota
$1.09M +$1.01M +44,412 New
QCG
50
Quadrant Capital Group
Ohio
$1.05M – – –
1
2
3 4 5

FNDB Hedge Fund Activity: Q2 2025 in Review

156 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Broad Market Index ETF (FNDB) for Q2 2025, worth a combined $289M — up 2.2% from $283M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new FNDB positions and 11 closed out — a net gain of 4 holders — while 54 added to existing stakes and 40 trimmed.

The largest buyer was AlphaCore Capital, adding an estimated $29.4M. The largest seller was Systelligence LLC, exiting entirely with an estimated $9.94M sold.

  • 156 institutional investors held Schwab Fundamental US Broad Market Index ETF (FNDB) as of Q2 2025, up from 155 in Q1 2025.
  • Funds reported $289M of Schwab Fundamental US Broad Market Index ETF stock for Q2 2025, up 2.2% quarter-over-quarter.
  • 15 funds opened new Schwab Fundamental US Broad Market Index ETF positions in Q2 2025 and 11 closed out, a net change of +4 holders.
  • The largest Schwab Fundamental US Broad Market Index ETF buyer in Q2 2025 was AlphaCore Capital, an estimated $29.4M added.
  • The largest Schwab Fundamental US Broad Market Index ETF seller in Q2 2025 was Systelligence LLC, an estimated $9.94M sold.

Based on aggregated 13F filings for Q2 2025.