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Schwab Fundamental US Broad Market Index ETF
FNDB

156 hedge funds and large institutions have $319M invested in Schwab Fundamental US Broad Market Index ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 66 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 33

10% more capital invested

Capital invested by funds: $289M → $319M (+$29.7M)

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

0% more funds holding

Funds holding: 156 → 156 (0)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

0.23% less ownership

Funds ownership: 31.17% → 30.94% (-0.23%)

Holders
156
Holders Change
–
Holders Change %
0%
% of All Funds
2.05%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
12
Increased
66
Reduced
33
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$5.05M
2
CL
COWA LLC
Oklahoma
+$2.45M
3
CWM
Centurion Wealth Management
Virginia
+$2.14M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.8M
5
Osaic Holdings
Osaic Holdings
Arizona
+$1.07M

Top Sellers

1
FC
Financial Consulate
Maryland
-$4.96M
2
TAM
Townsend Asset Management
North Carolina
-$1.53M
3
KFS
Kaizen Financial Strategies
California
-$804K
4
Citadel Advisors
Citadel Advisors
Florida
-$762K
5
SA
Sanctuary Advisors
Indiana
-$757K
Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
126
Larson Financial Group
Missouri
$79.5K +$14.6K +588 +24%
PA
127
Parallel Advisors
California
$77.4K +$149 +6 +0.2%
GWM
128
Geneos Wealth Management
Colorado
$71.7K – – –
AF
129
Allworth Financial
California
$69.1K -$6.19K -249 -8%
S
130
SignatureFD
Georgia
$60.3K +$1.47K +59 +3%
OSAM
131
O'Shaughnessy Asset Management
Connecticut
$52K +$50.2K +2,022 New
BCM
132
Blume Capital Management
California
$51.5K – – –
NA
133
NewEdge Advisors
Louisiana
$49.5K – – –
CA
134
CoreCap Advisors
Michigan
$36.4K – – –
AA
135
Ancora Advisors
Ohio
$34.7K – – –
AWM
136
AE Wealth Management
Kansas
$28.6K +$27.6K +1,110 New
TVWM
137
Tower View Wealth Management
Wisconsin
$26K -$34.9K -1,404 -58%
SS
138
Sunbelt Securities
Texas
$25.7K +$24.8K +1,000 New
AUB
139
Atlantic Union Bankshares
Virginia
$23.2K – – –
AFWM
140
Abich Financial Wealth Management
Virginia
$16.8K +$16.2K +652 New
CMP
141
Coston McIsaac & Partners
Maine
$14K – – –
PK
142
Pflug Koory
Nebraska
$13.5K +$50 +2 +0.4%
VCM
143
Versant Capital Management
Arizona
$12K – – –
SIS
144
Sound Income Strategies
Florida
$11.6K – – –
PS
145
Pinney & Scofield
Massachusetts
$9.27K – – –
PMFA
146
Plante Moran Financial Advisors
Michigan
$9.04K – – –
CIA
147
Cape Investment Advisory
Georgia
$8.75K +$8.45K +340 New
Comerica Bank
148
Comerica Bank
Texas
$7.72K +$3.23K +130 +76%
BTI
149
Blue Trust Inc
Georgia
$7.72K +$7.45K +300 New
MMCM
150
Murphy & Mullick Capital Management
New York
$7.34K – – –
3 4 5
6
7

FNDB Hedge Fund Activity: Q3 2025 in Review

156 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Broad Market Index ETF (FNDB) for Q3 2025, worth a combined $319M — up 10% from $289M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new FNDB positions and 11 closed out — a net gain of 1 holder — while 66 added to existing stakes and 33 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $5.05M. The largest seller was Financial Consulate, cutting an estimated $4.96M.

  • 156 institutional investors held Schwab Fundamental US Broad Market Index ETF (FNDB) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $319M of Schwab Fundamental US Broad Market Index ETF stock for Q3 2025, up 10% quarter-over-quarter.
  • 12 funds opened new Schwab Fundamental US Broad Market Index ETF positions in Q3 2025 and 11 closed out, a net change of +1 holder.
  • The largest Schwab Fundamental US Broad Market Index ETF buyer in Q3 2025 was Goldman Sachs, an estimated $5.05M added.
  • The largest Schwab Fundamental US Broad Market Index ETF seller in Q3 2025 was Financial Consulate, an estimated $4.96M sold.

Based on aggregated 13F filings for Q3 2025.