FNDB icon

Schwab Fundamental US Broad Market Index ETF
FNDB

Overview Fund Activity

108 hedge funds and large institutions have $144M invested in Schwab Fundamental US Broad Market Index ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
108
Holders Change
+1
Holders Change %
+0.93%
% of All Funds
1.7%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
10
Increased
28
Reduced
35
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LNC
1
Lincoln National Corp
Pennsylvania
$2.32M
2
VA
2
Valmark Advisers
Ohio
$1.71M
3
FTUS
3
Flow Traders U.S.
New York
$976K
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$761K
5
EWA
5
Exencial Wealth Advisors
Oklahoma
$523K

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$2.26M
2
GFP
2
Guardian Financial Partners
California
$0
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$2.68M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.01M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$834K
Name Holding Trade Value Shares
Change 		Shares
Change %
EWP
26
Elevation Wealth Partners
California
$1.13M -$549K -29,031 -33%
FG
27
Foster Group
Iowa
$1.04M +$42K +2,220 +4%
WFA
28
Wade Financial Advisory
California
$1.02M -$70.4K -3,720 -6%
Citadel Advisors
29
Citadel Advisors
Florida
$1.01M -$618K -32,679 -38%
FTUS
30
Flow Traders U.S.
New York
$976K +$976K +51,603 New
LPL Financial
31
LPL Financial
California
$972K +$132K +6,957 +16%
BBHC
32
Brown Brothers Harriman & Co
New York
$968K – – –
CW
33
Channel Wealth
California
$961K +$12.5K +663 +1%
CWC
34
Carolinas Wealth Consulting
North Carolina
$904K +$4.48K +237 +0.5%
SWM
35
SeaCrest Wealth Management
New York
$861K -$8.23K -435 -0.9%
MWM
36
MorganRosel Wealth Management
Colorado
$858K – – –
RTL
37
Red Tortoise LLC
Georgia
$855K -$511 -27 -0.1%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$834K -$572K -30,240 -41%
QCG
39
Quadrant Capital Group
Ohio
$831K -$62.9K -3,324 -7%
VCM
40
Vigilant Capital Management
Maine
$821K +$19.3K +1,023 +2%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$783K -$329K -17,394 -30%
RJA
42
Raymond James & Associates
Florida
$766K -$201K -10,617 -21%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$761K +$761K +40,248 New
MCM
44
MAI Capital Management
Ohio
$752K -$8K -423 -1%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$743K -$309K -16,344 -29%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$717K -$15.3K -810 -2%
HWM
47
HB Wealth Management
Georgia
$716K – – –
AF
48
Advisornet Financial
Minnesota
$689K +$28.4K +1,500 +4%
BAM
49
Bellevue Asset Management
Washington
$663K – – –
RPGK
50
Retirement Planning Group (Kansas)
Kansas
$661K -$113 -6 -0%
1
2
3 4 5