FNDB icon

Schwab Fundamental US Broad Market Index ETF

152 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 10 closing their positions.

Holders
152
Holders Change
-1
Holders Change %
-0.65%
% of All Funds
2.04%
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
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SWM
51
SeaCrest Wealth Management
New York
$1.02M 42,741 +60 +0.1%
GA
52
GSG Advisors
New Jersey
$1.02M 42,487 +137 +0.3%
HWM
53
HB Wealth Management
Georgia
$908K 37,863
MIA
54
Milestone Investment Advisors
Wisconsin
$897K 37,386 -1,313 -3%
EWA
55
Exencial Wealth Advisors
Oklahoma
$862K 35,945 -104 -0.3%
RWA
56
Redhawk Wealth Advisors
Minnesota
$838K 34,950 +150 +0.4%
FCM
57
Family Capital Management
Michigan
$817K 34,070 +14,242 +72%
Citadel Advisors
58
Citadel Advisors
Florida
$762K 31,796 -24,602 -44%
CW
59
Channel Wealth
California
$747K 31,150 -4,990 -14%
MWM
60
MorganRosel Wealth Management
Colorado
$733K 30,586 -762 -2%
CAM
61
Cozad Asset Management
Illinois
$695K 28,993 -943 -3%
BAM
62
Bellevue Asset Management
Washington
$685K 28,555
SWA
63
SFMG Wealth Advisors
Texas
$671K 27,996
Cetera Investment Advisers
64
Cetera Investment Advisers
Illinois
$626K 26,110 +9,882 +61%
EWP
65
Elevation Wealth Partners
California
$597K 24,879 -3,672 -13%
MG
66
Mather Group
Illinois
$590K 24,600
GJIA
67
Glass Jacobson Investment Advisors
Maryland
$578K 24,119 +4,437 +23%
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$574K 23,933 +7,876 +49%
CPIG
69
Chicago Partners Investment Group
Illinois
$543K 22,029
LGWM
70
Litman Gregory Wealth Management
California
$540K 22,537
AC
71
Avant Capital
Louisiana
$535K 22,310 +1,284 +6%
MWM
72
Modern Wealth Management
Kansas
$528K 22,008 +10,002 +83%
TIM
73
Total Investment Management
Arizona
$482K 20,108 +786 +4%
KCM
74
KM Capital Management
Texas
$475K 19,809 -4,355 -18%
VCWA
75
Vanguard Capital Wealth Advisors
Colorado
$464K 19,358 -1,356 -7%