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Schwab Fundamental US Broad Market Index ETF
FNDB

155 hedge funds and large institutions have $283M invested in Schwab Fundamental US Broad Market Index ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 49 increasing their positions, 49 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

8% more funds holding

Funds holding: 144 → 155 (+11)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

0% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 49

0.53% less ownership

Funds ownership: 32.61% → 32.08% (-0.53%)

1% less capital invested

Capital invested by funds: $284M → $283M (-$1.59M)

Holders
155
Holders Change
+11
Holders Change %
+7.64%
% of All Funds
2.08%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
17
Increased
49
Reduced
49
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OWM
Opes Wealth Management
California
+$2.74M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.73M
3
Citadel Advisors
Citadel Advisors
Florida
+$1.34M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$844K
5
BWM
BCGM Wealth Management
Indiana
+$809K

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$3.21M
2
Ameriprise
Ameriprise
Minnesota
-$2.56M
3
SL
Systelligence LLC
Minnesota
-$693K
4
FTS
Fifth Third Securities
Ohio
-$648K
5
Baird Financial Group
Baird Financial Group
Wisconsin
-$507K
Name Holding Trade Value Shares
Change 		Change in
Stake
CWC
51
Carolinas Wealth Consulting
North Carolina
$1.03M -$31K -1,309 -3%
QCG
52
Quadrant Capital Group
Ohio
$1.01M – – –
SWM
53
SeaCrest Wealth Management
New York
$982K +$1.42K +60 +0.1%
GA
54
GSG Advisors
New Jersey
$927K +$4.93K +208 +0.5%
MIA
55
Milestone Investment Advisors
Wisconsin
$890K -$311K -13,135 -25%
HWM
56
HB Wealth Management
Georgia
$871K – – –
CW
57
Channel Wealth
California
$832K -$37.2K -1,570 -4%
EWA
58
Exencial Wealth Advisors
Oklahoma
$829K -$33K -1,395 -4%
RWA
59
Redhawk Wealth Advisors
Minnesota
$801K +$3.55K +150 +0.4%
BWM
60
BCGM Wealth Management
Indiana
$786K +$809K +34,146 New
MWM
61
MorganRosel Wealth Management
Colorado
$721K -$157K -6,631 -17%
SA
62
Sanctuary Advisors
Indiana
$717K +$3.17K +134 +0.4%
AF
63
Advisornet Financial
Minnesota
$690K -$296K -12,494 -29%
CAM
64
Cozad Asset Management
Illinois
$689K – – –
BAM
65
Bellevue Asset Management
Washington
$657K -$59.2K -2,501 -8%
EWP
66
Elevation Wealth Partners
California
$657K -$78K -3,294 -10%
SWA
67
SFMG Wealth Advisors
Texas
$644K – – –
MG
68
Mather Group
Illinois
$566K – – –
KCM
69
KM Capital Management
Texas
$556K -$42.5K -1,795 -7%
LGWM
70
Litman Gregory Wealth Management
California
$519K -$37.1K -1,565 -6%
CPIG
71
Chicago Partners Investment Group
Illinois
$494K – – –
AC
72
Avant Capital
Louisiana
$484K +$33.2K +1,404 +7%
VCWA
73
Vanguard Capital Wealth Advisors
Colorado
$477K +$22.5K +952 +5%
AAS
74
Avantax Advisory Services
Texas
$475K +$175K +7,378 +56%
GJIA
75
Glass Jacobson Investment Advisors
Maryland
$458K – – –
1 2
3
4 5

FNDB Hedge Fund Activity: Q1 2025 in Review

155 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Broad Market Index ETF (FNDB) for Q1 2025, worth a combined $283M — down 0.56% from $284M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new FNDB positions and 5 closed out — a net gain of 12 holders — while 49 added to existing stakes and 49 trimmed.

The largest buyer was Opes Wealth Management, adding an estimated $2.74M. The largest seller was LPL Financial, cutting an estimated $3.21M.

  • 155 institutional investors held Schwab Fundamental US Broad Market Index ETF (FNDB) as of Q1 2025, up from 144 in Q4 2024.
  • Funds reported $283M of Schwab Fundamental US Broad Market Index ETF stock for Q1 2025, down 0.56% quarter-over-quarter.
  • 17 funds opened new Schwab Fundamental US Broad Market Index ETF positions in Q1 2025 and 5 closed out, a net change of +12 holders.
  • The largest Schwab Fundamental US Broad Market Index ETF buyer in Q1 2025 was Opes Wealth Management, an estimated $2.74M added.
  • The largest Schwab Fundamental US Broad Market Index ETF seller in Q1 2025 was LPL Financial, an estimated $3.21M sold.

Based on aggregated 13F filings for Q1 2025.