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Schwab Fundamental US Broad Market Index ETF

FNDB

Market cap $1.39B

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

120% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 10

34% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 47

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

6% more capital invested

Capital invested by funds: $312M → $332M (+$20M)

6% more funds holding

Funds holding: 161 → 170 (+9)

0.55% less ownership

Funds ownership: 29.87% → 29.33% (-0.55%)

Holders

170

Holders Change

Holders Change %

+5.59%

% of All Funds

2.09%

Holding in Top 10

Holding in Top 10 Change

Holding in Top 10 Change %

+20%

% of All Funds

0.07%

New

Increased

Reduced

Closed

Calls

–

Puts

–

Net Calls

–

Net Calls Change

–

Top Buyers

1	CA Clearstead Advisors Cleveland, Ohio	+$4.68M
2	RF Rossby Financial Melbourne, Florida	+$4.65M
3	FCM Family Capital Management Grand Rapids, Michigan	+$3.93M
4	Susquehanna International Group Bala Cynwyd, Pennsylvania	+$2.9M
5	Mariner Overland Park, Kansas	+$2.51M

Top Sellers

1	Cambridge Investment Research Advisors Fairfield, Iowa	-$6.54M
2	AC AlphaCore Capital La Jolla, California	-$2.12M
3	Corient Private Wealth Miami, Florida	-$1.65M
4	Osaic Holdings Scottsdale, Arizona	-$1.46M
5	HighTower Advisors Chicago, Illinois	-$1.39M

#	Name	Holding	Trade Value	Shares Change	Change in Stake
26	26 Susquehanna International Group Bala Cynwyd, Pennsylvania	$2.85M	+$2.9M	+104,714	New
27	27 LPL Financial San Diego, California	$2.84M	+$20.6K	+745	+0.7%
28	KFS 28 Kaizen Financial Strategies Campbell, California	$2.68M	+$336K	+12,120	+15%
29	CWM 29 Centurion Wealth Management Mclean, Virginia	$2.56M	+$174K	+6,278	+7%
30	RCA 30 Resonant Capital Advisors Madison, Wisconsin	$2.55M	-$40.6K	-1,466	-2%
31	HWA 31 HHM Wealth Advisors Chattanooga, Tennessee	$2.46M	-$80.9K	-2,920	-3%
32	32 Ameriprise Minneapolis, Minnesota	$2.38M	+$6.59K	+238	+0.3%
33	RDWM 33 Red Door Wealth Management Memphis, Tennessee	$2.36M	–	–	–
34	34 Commonwealth Equity Services Waltham, Massachusetts	$2.28M	-$6.07K	-219	-0.3%
35	MCM 35 MAI Capital Management Independence, Ohio	$2.25M	-$164K	-5,914	-7%
36	WANY 36 Wealthspire Advisors (New York) New York	$2.16M	+$15.4K	+555	+0.7%
37	37 Osaic Holdings Scottsdale, Arizona	$2.12M	-$1.46M	-52,735	-40%
38	FG 38 Foster Group West Des Moines, Iowa	$2.04M	+$213K	+7,692	+11%
39	YWM 39 Yoder Wealth Management Walnut Creek, California	$1.97M	-$1.52K	-55	-0.1%
40	TAM 40 Townsend Asset Management Raleigh, North Carolina	$1.88M	+$12.4K	+448	+0.7%
41	NHC 41 Nicholas Hoffman & Company Atlanta, Georgia	$1.8M	-$25.6K	-923	-1%
42	FFS 42 Founders Financial Securities Towson, Maryland	$1.8M	+$121K	+4,356	+7%
43	SWM 43 SeaCrest Wealth Management Purchase, New York	$1.61M	+$151K	+5,468	+10%
44	44 Cetera Investment Advisers Schaumburg, Illinois	$1.46M	+$219K	+7,920	+17%
45	45 Creative Planning Overland Park, Kansas	$1.45M	+$191K	+6,899	+15%
46	46 Corient Private Wealth Miami, Florida	$1.45M	-$1.65M	-59,487	-51%
47	VA 47 Valmark Advisers Akron, Ohio	$1.42M	+$335K	+12,098	+30%
48	48 CAPTRUST Financial Advisors Raleigh, North Carolina	$1.4M	-$145K	-5,250	-9%
49	BBHC 49 Brown Brothers Harriman & Co New York	$1.39M	–	–	–
50	50 Wealth Enhancement Advisory Services Plymouth, Minnesota	$1.39M	+$149K	+5,375	+12%