FNDB icon

Schwab Fundamental US Broad Market Index ETF

153 hedge funds and large institutions have $315M invested in Schwab Fundamental US Broad Market Index ETF in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 65 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$5.14M
2 -$1.59M
3 -$832K
4
Citadel Advisors
Citadel Advisors
Florida
-$762K
5
JP Morgan Chase
JP Morgan Chase
New York
-$568K
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$1.18M
QCG
52
Quadrant Capital Group
Ohio
$1.13M
SWM
53
SeaCrest Wealth Management
New York
$1.12M
Creative Planning
54
Creative Planning
Kansas
$1.11M
GA
55
GSG Advisors
New Jersey
$1.1M
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$1.07M
JP Morgan Chase
57
JP Morgan Chase
New York
$1.02M
HWM
58
HB Wealth Management
Georgia
$975K
RWA
59
Redhawk Wealth Advisors
Minnesota
$903K
CW
60
Channel Wealth
California
$901K
MIA
61
Milestone Investment Advisors
Wisconsin
$897K
EWA
62
Exencial Wealth Advisors
Oklahoma
$886K
MWM
63
MorganRosel Wealth Management
Colorado
$797K
CAM
64
Cozad Asset Management
Illinois
$753K
GJIA
65
Glass Jacobson Investment Advisors
Maryland
$728K
SWA
66
SFMG Wealth Advisors
Texas
$721K
BAM
67
Bellevue Asset Management
Washington
$719K
MG
68
Mather Group
Illinois
$633K
AC
69
Avant Capital
Louisiana
$628K
WRPWM
70
Werba Rubin Papier Wealth Management
California
$624K
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$617K
EWP
72
Elevation Wealth Partners
California
$609K
LGWM
73
Litman Gregory Wealth Management
California
$580K
CPIG
74
Chicago Partners Investment Group
Illinois
$577K
MWM
75
Modern Wealth Management
Kansas
$560K