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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OWM
Opes Wealth Management
Menlo Park,
California
|
+$2.74M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.73M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.34M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$844K |
| 5 |
BWM
BCGM Wealth Management
Lafayette,
Indiana
|
+$809K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$3.21M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.56M |
| 3 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
-$693K |
| 4 |
FTS
Fifth Third Securities
Cincinnati,
Ohio
|
-$648K |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$507K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EWA
151
EQ Wealth Advisors
Dallas,
Texas
| $3.13K | +$3.22K | +136 | New |
|
|
BL
152
BFSG LLC
Irvine,
California
| $2.19K | -$829 | -35 | -27% |
|
|
FRA
153
Front Row Advisors
Tiburon,
California
| $1.52K | – | – | – |
|
|
LWA
154
Lowe Wealth Advisors
Columbia,
Maryland
| $345 | – | – | – |
|
155
CIBC Private Wealth Group
Atlanta,
Georgia
| $19 | -$137K | -5,788 | -100% |
|
156
Wells Fargo
San Francisco,
California
| $7 | – | – | – |
|
|
FTS
157
Fifth Third Securities
Cincinnati,
Ohio
| – | -$648K | -27,840 | Closed |
|
|
158
Baird Financial Group
Milwaukee,
Wisconsin
| – | -$507K | -21,811 | Closed |
|
|
OMC
159
Old Mission Capital
Chicago,
Illinois
| – | -$307K | -13,197 | Closed |
|
|
LDB
160
Lee, Danner & Bass
Nashville,
Tennessee
| – | -$31.4K | -1,352 | Closed |
|
161
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$13.3K | -570 | Closed |
|
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.