FNDB icon

Schwab Fundamental US Broad Market Index ETF

153 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 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
Holders Change %
0%
% of All Funds
2.05%
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
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
51
SeaCrest Wealth Management
New York
$1.02M +$1.44K +60 +0.1%
GA
52
GSG Advisors
New Jersey
$1.02M +$3.29K +137 +0.3%
HWM
53
HB Wealth Management
Georgia
$908K
MIA
54
Milestone Investment Advisors
Wisconsin
$897K -$31.5K -1,313 -3%
EWA
55
Exencial Wealth Advisors
Oklahoma
$862K -$2.49K -104 -0.3%
RWA
56
Redhawk Wealth Advisors
Minnesota
$838K +$3.6K +150 +0.4%
FCM
57
Family Capital Management
Michigan
$817K +$342K +14,242 +72%
Citadel Advisors
58
Citadel Advisors
Florida
$762K -$590K -24,602 -44%
CW
59
Channel Wealth
California
$747K -$120K -4,990 -14%
MWM
60
MorganRosel Wealth Management
Colorado
$733K -$18.3K -762 -2%
CAM
61
Cozad Asset Management
Illinois
$695K -$22.6K -943 -3%
BAM
62
Bellevue Asset Management
Washington
$685K
SWA
63
SFMG Wealth Advisors
Texas
$671K
Cetera Investment Advisers
64
Cetera Investment Advisers
Illinois
$626K +$237K +9,882 +61%
EWP
65
Elevation Wealth Partners
California
$597K -$88.1K -3,672 -13%
MG
66
Mather Group
Illinois
$590K
GJIA
67
Glass Jacobson Investment Advisors
Maryland
$578K +$106K +4,437 +23%
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$574K +$189K +7,876 +49%
CPIG
69
Chicago Partners Investment Group
Illinois
$543K
LGWM
70
Litman Gregory Wealth Management
California
$540K
AC
71
Avant Capital
Louisiana
$535K +$30.8K +1,284 +6%
MWM
72
Modern Wealth Management
Kansas
$528K +$240K +10,002 +83%
TIM
73
Total Investment Management
Arizona
$482K +$18.8K +786 +4%
KCM
74
KM Capital Management
Texas
$475K -$104K -4,355 -18%
VCWA
75
Vanguard Capital Wealth Advisors
Colorado
$464K -$32.5K -1,356 -7%