FNDB icon

Schwab Fundamental US Broad Market Index ETF

170 hedge funds and large institutions have $332M invested in Schwab Fundamental US Broad Market Index ETF in 2026 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 63 increasing their positions, 47 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
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
FFN
126
Focus Financial Network
Minnesota
$204K
PNC Financial Services Group
127
PNC Financial Services Group
Pennsylvania
$202K
HAP
128
Harbor Asset Planning
Massachusetts
$190K
SAM
129
S.A. Mason
Michigan
$178K
VNA
130
Valley National Advisers
Pennsylvania
$168K
HIC
131
Hamrick Investment Counsel
Washington
$151K
PFBT
132
Parkside Financial Bank & Trust
Missouri
$131K
Rockefeller Capital Management
133
Rockefeller Capital Management
New York
$126K
TLA
134
Tanglewood Legacy Advisors
Texas
$114K
CVM
135
Cheviot Value Management
California
$111K
LFG
136
Larson Financial Group
Missouri
$110K
CF
137
Centaurus Financial
California
$106K
GWM
138
Geneos Wealth Management
Colorado
$88.9K
ECA
139
Elevated Capital Advisors
Utah
$88K
PA
140
Parallel Advisors
California
$82.1K
BT
141
Banque Transatlantique
France
$73.4K
AF
142
Allworth Financial
California
$71.5K
MWM
143
Magnolia Wealth Management
Alabama
$55.9K
SC
144
SouthState Corp
Florida
$53.4K
S
145
SignatureFD
Georgia
$51.3K
SS
146
Sunbelt Securities
Texas
$40.8K
CA
147
CoreCap Advisors
Michigan
$38.5K
AA
148
Ancora Advisors
Ohio
$36.7K
HFS
149
Hantz Financial Services
Michigan
$35K
OSAM
150
O'Shaughnessy Asset Management
Connecticut
$28.3K