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Schwab Fundamental US Broad Market Index ETF
FNDB

133 hedge funds and large institutions have $252M invested in Schwab Fundamental US Broad Market Index ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 43 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

0% more funds holding

Funds holding: 133 → 133 (0)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

1% less capital invested

Capital invested by funds: $254M → $252M (-$2.29M)

3.12% less ownership

Funds ownership: 102.73% → 99.61% (-3.1%)

21% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 43

Holders
133
Holders Change
–
Holders Change %
0%
% of All Funds
1.92%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
12
Increased
34
Reduced
43
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MA
Mezzasalma Advisors
New Jersey
+$1.39M
2
KFS
Kaizen Financial Strategies
California
+$797K
3
Goldman Sachs
Goldman Sachs
New York
+$668K
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$667K
5
FTS
Fifth Third Securities
Ohio
+$660K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$1.9M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$799K
3
MIA
Milestone Investment Advisors
Wisconsin
-$688K
4
CA
CGN Advisors
Kansas
-$651K
5
UBS Group
UBS Group
Switzerland
-$477K
Name Holding Trade Value Shares
Change 		Change in
Stake
CGL
26
Clarius Group LLC
Washington
$1.89M – – –
RCA
27
Resonant Capital Advisors
Wisconsin
$1.84M -$15.4K -711 -0.8%
MML Investors Services
28
MML Investors Services
Massachusetts
$1.77M -$184K -8,514 -10%
YWM
29
Yoder Wealth Management
California
$1.69M -$24K -1,110 -1%
FNC
30
First National Corp
Massachusetts
$1.59M -$37.2K -1,719 -2%
WANY
31
Wealthspire Advisors (New York)
New York
$1.55M – – –
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$1.52M +$78.7K +3,636 +6%
JP Morgan Chase
33
JP Morgan Chase
New York
$1.49M -$322K -14,862 -18%
FG
34
Foster Group
Iowa
$1.37M +$49.6K +2,295 +4%
Goldman Sachs
35
Goldman Sachs
New York
$1.26M +$668K +30,879 +116%
CCM
36
Coldstream Capital Management
Washington
$1.26M +$4.28K +198 +0.3%
MIA
37
Milestone Investment Advisors
Wisconsin
$1.25M -$688K -31,800 -36%
MCM
38
MAI Capital Management
Ohio
$1.23M – – –
NHC
39
Nicholas Hoffman & Company
Georgia
$1.17M +$16.8K +777 +1%
BBHC
40
Brown Brothers Harriman & Co
New York
$1.12M – – –
WFA
41
Wade Financial Advisory
California
$1.03M -$14.3K -663 -1%
RTL
42
Red Tortoise LLC
Georgia
$1M – – –
CWC
43
Carolinas Wealth Consulting
North Carolina
$999K -$64.8K -2,997 -6%
QCG
44
Quadrant Capital Group
Ohio
$961K – – –
Creative Planning
45
Creative Planning
Kansas
$947K +$42.4K +1,959 +5%
JIR
46
James Investment Research
Ohio
$938K +$100K +4,635 +12%
AF
47
Advisornet Financial
Minnesota
$916K +$67K +3,099 +8%
GA
48
GSG Advisors
New Jersey
$914K +$3.12K +144 +0.3%
SWM
49
SeaCrest Wealth Management
New York
$875K +$4.87K +225 +0.6%
MWM
50
MorganRosel Wealth Management
Colorado
$832K -$53.7K -2,484 -6%
1
2
3 4 5

FNDB Hedge Fund Activity: Q2 2024 in Review

133 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Broad Market Index ETF (FNDB) for Q2 2024, worth a combined $252M — down 0.9% from $254M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new FNDB positions and 11 closed out — a net gain of 1 holder — while 34 added to existing stakes and 43 trimmed.

The largest buyer was Mezzasalma Advisors, adding an estimated $1.39M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.9M sold.

  • 133 institutional investors held Schwab Fundamental US Broad Market Index ETF (FNDB) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $252M of Schwab Fundamental US Broad Market Index ETF stock for Q2 2024, down 0.9% quarter-over-quarter.
  • 12 funds opened new Schwab Fundamental US Broad Market Index ETF positions in Q2 2024 and 11 closed out, a net change of +1 holder.
  • The largest Schwab Fundamental US Broad Market Index ETF buyer in Q2 2024 was Mezzasalma Advisors, an estimated $1.39M added.
  • The largest Schwab Fundamental US Broad Market Index ETF seller in Q2 2024 was Citadel Advisors, an estimated $1.9M sold.

Based on aggregated 13F filings for Q2 2024.