FNDB icon

Schwab Fundamental US Broad Market Index ETF

160 hedge funds and large institutions have $307M invested in Schwab Fundamental US Broad Market Index ETF in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 67 increasing their positions, 35 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$1.24M
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$1.21M
QCG
53
Quadrant Capital Group
Ohio
$1.17M
GA
54
GSG Advisors
New Jersey
$1.14M
VA
55
Valmark Advisers
Ohio
$1.07M
JP Morgan Chase
56
JP Morgan Chase
New York
$1.01M
HWM
57
HB Wealth Management
Georgia
$1.01M
CW
58
Channel Wealth
California
$930K
MIA
59
Milestone Investment Advisors
Wisconsin
$870K
MW
60
Marble Wealth
Alabama
$838K
MWM
61
MorganRosel Wealth Management
Colorado
$836K
GJIA
62
Glass Jacobson Investment Advisors
Maryland
$768K
MWM
63
McCartney Wealth Management
Missouri
$759K
PWM
64
Perigon Wealth Management
California
$745K
EWA
65
Exencial Wealth Advisors
Oklahoma
$745K
AC
66
Avant Capital
Louisiana
$744K
SWA
67
SFMG Wealth Advisors
Texas
$744K
BAM
68
Bellevue Asset Management
Washington
$737K
CAM
69
Cozad Asset Management
Illinois
$685K
FFA
70
Farther Finance Advisors
California
$671K
MG
71
Mather Group
Illinois
$654K
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$643K
CPIG
73
Chicago Partners Investment Group
Illinois
$608K
LGWM
74
Litman Gregory Wealth Management
California
$596K
Fidelity Investments
75
Fidelity Investments
Massachusetts
$583K