Who Owns Schwab Fundamental U.S. Broad Market Index ETF (FNDB)?Hedge Fund & Institutional Holders

$27.15-0.08 (-0.29%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$3.400027082195992e+198T

% of Float Held

—

QoQ Change in Holders

+15 / -2

Price History

$20.36$22.41$24.46$26.51$28.56Sep 24Jun 25Mar 26

FNDB — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
FINANCIAL CONSULATE, INCNew Position+1.0M+$27.1M
ENVESTNET ASSET MANAGEMENT INCNew Position+248K+$6.0M
Mezzasalma Advisors, LLCNew Position+150K+$3.8M
CVA Family Office, LLCNew Position+124K+$3.3M
JAMES INVESTMENT RESEARCH, INC.New Position+97K+$2.6M
Resonant Capital Advisors, LLCNew Position+95K+$2.5M
HHM Wealth Advisors, LLCNew Position+93K+$2.5M
Family Capital Management, Inc.New Position+93K+$2.5M
Sanctuary Advisors, LLCNew Position+94K+$2.2M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+84K+$2.0M
JONES FINANCIAL COMPANIES LLLPNew Position+99K+$2.0M
Yoder Wealth Management, Inc.New Position+73K+$1.9M
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADVNew Position+69K+$1.8M
FOUNDERS FINANCIAL SECURITIES LLCNew Position+60K+$1.6M
Values Added Financial LLCNew Position+50K+$1.3M

FNDB — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
AlphaCore Capital LLCDecreased-4K-$33.7B
GOLDMAN SACHS GROUP INCDecreased-412K-$12.3B
BANK OF AMERICA CORP /DE/Decreased-3K-$11.3B
Brightwater Advisory LLCDecreased-4K-$7.3B
AMERIPRISE FINANCIAL INCDecreased-180K-$6.9B
Leonard Rickey Investment Advisors P.L.L.C.Decreased-1K-$4.6B
Guardian Financial Partners, LLCDecreased-26K-$4.3B
UBS Group AGDecreased-2K-$2.9B
LPL Financial LLCDecreased-2K-$2.7B
COWA, LLCClosed Position-99K-$2.6B
Clarius Group, LLCDecreased-2K-$2.2B
Kaizen Financial StrategiesDecreased-3K-$2.2B
Corient Private Wealth LLCDecreased-18K-$2.0B
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-73K-$1.9B
JPMORGAN CHASE & CODecreased-1K-$1.0B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1AlphaCore Capital LLC1,305,773$34.0M0.76%Share
2FINANCIAL CONSULATE, INC1,019,275$27.1M3.70%Share
3Opes Wealth Management LLC737,649$19.6M3.20%Share
4Cambridge Investment Research Advisors, Inc.723,445$19.0M0.05%Share
5HighTower Advisors, LLC704,137$18.0M0.02%Share
6Sound Stewardship, LLC635,021$16.9M8.09%Share
7MORGAN STANLEY398,356$10.0M0.00%Share
8BANK OF AMERICA CORP /DE/391,340$10.0M0.00%Share
9Brightwater Advisory LLC280,115$7.4M5.03%Share
10ENVESTNET ASSET MANAGEMENT INC248,335$6.0M0.00%Share
11Leonard Rickey Investment Advisors P.L.L.C.176,376$4.7M0.85%Share
12RAYMOND JAMES FINANCIAL INC176,107$4.0M0.00%Share
13MML INVESTORS SERVICES, LLC159,940$4.0M0.01%Share
14Mezzasalma Advisors, LLC149,793$3.8M0.92%Share
15Guardian Financial Partners, LLC142,508$3.8M1.60%Share
16CVA Family Office, LLC124,287$3.3M0.38%Share
17Aspiring Ventures, LLC119,732$3.2M1.08%Share
18UBS Group AG111,907$3.0M0.00%Share
19JAMES INVESTMENT RESEARCH, INC.96,806$2.6M0.28%Share
20Resonant Capital Advisors, LLC95,185$2.5M0.14%Share
21HHM Wealth Advisors, LLC93,413$2.5M0.29%Share
22Family Capital Management, Inc.92,660$2.5M1.09%Share
23Centurion Wealth Management LLC87,982$2.3M0.51%Share
24Red Door Wealth Management, LLC86,729$2.3M0.24%Share
25Clarius Group, LLC83,960$2.2M0.13%Share
26Kaizen Financial Strategies81,881$2.2M0.96%Share
27RAYMOND JAMES FINANCIAL INC107,459$2.0M0.00%Share
28LPL Financial LLC103,728$2.0M0.00%Share
29COMMONWEALTH EQUITY SERVICES, LLC84,037$2.0M0.00%Share
30Mariner, LLC110,333$2.0M0.00%Share
31JONES FINANCIAL COMPANIES LLLP99,362$2.0M0.00%Share
32Wealthspire Advisors, LLC78,774$2.0M0.02%Share
33MAI Capital Management88,674$2.0M0.01%Share
34AMERIPRISE FINANCIAL INC87,237$2.0M0.00%Share
35Yoder Wealth Management, Inc.72,647$1.9M0.88%Share
36TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV68,506$1.8M0.64%Share
37Foster Group, Inc.67,378$1.8M0.05%Share
38Nicholas Hoffman & Company, LLC.67,175$1.8M0.04%Share
39FOUNDERS FINANCIAL SECURITIES LLC59,500$1.6M0.09%Share
40Corient Private Wealth LLC58,598$1.5M0.00%Share
41SeaCrest Wealth Management, LLC53,688$1.5M0.15%Share
42Cornerstone Financial Group, LLC /NE/52,422$1.4M0.97%Share
43Values Added Financial LLC49,678$1.3M0.56%Share
44Red Tortoise LLC46,730$1.2M0.53%Share
45WEALTH ENHANCEMENT ADVISORY SERVICES, LLC45,539$1.2M0.00%Share
46GSG Advisors LLC42,763$1.1M0.29%Share
47Valmark Advisers, Inc.40,148$1.1M0.01%Share
48HB Wealth Management, LLC37,863$1.0M0.01%Share
49BROWN BROTHERS HARRIMAN & CO51,171$1.0M0.01%Share
50JPMORGAN CHASE & CO37,982$1.0M0.00%Share

FNDB Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025161$288.8M+69
Q3 202592$214.4B-51
Q2 2025143$239.1B-11
Q1 2025154$262.4B+29
Q4 2024125$11.9T+27
Q3 202498$54.3T+1
Q2 202497$45.7T+3
Q1 202494$47.1T—

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As of Q4 2025, 50 institutional investors hold FNDB (Schwab Fundamental U.S. Broad Market Index ETF). The largest holder is AlphaCore Capital LLC with $34.0M in shares. This quarter, 15 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own FNDB?

As of Q4 2025, 50 institutional investors report holding FNDB (Schwab Fundamental U.S. Broad Market Index ETF) in their 13F filings.

Who is the largest institutional holder of FNDB?

The largest institutional holder of FNDB is AlphaCore Capital LLC with $34.0M in shares.

Is institutional ownership of FNDB increasing or decreasing?

This quarter, 15 institutions opened new positions in FNDB and 2 closed their positions.