FNDB icon

Schwab Fundamental US Broad Market Index ETF
FNDB

Overview Fund Activity

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.

Holders
133
Holders Change
–
Holders Change %
0%
% of All Funds
1.93%
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

1
MA
1
Mezzasalma Advisors
New Jersey
$3.21M
2
KFS
2
Kaizen Financial Strategies
California
$2.29M
3
Goldman Sachs
3
Goldman Sachs
New York
$1.26M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$8.09M
5
FTS
5
Fifth Third Securities
Ohio
$670K

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$217K
3
MIA
3
Milestone Investment Advisors
Wisconsin
$1.25M
4
CA
4
CGN Advisors
Kansas
$0
5
UBS Group
5
UBS Group
Switzerland
$2.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
CGL
26
Clarius Group LLC
Washington
$1.89M – – –
RCA
27
Resonant Capital Advisors
Wisconsin
$1.84M -$15.6K -711 -0.8%
MML Investors Services
28
MML Investors Services
Massachusetts
$1.77M -$186K -8,514 -10%
YWM
29
Yoder Wealth Management
California
$1.69M -$24.3K -1,110 -1%
FNC
30
First National Corp
Massachusetts
$1.59M -$37.6K -1,719 -2%
WANY
31
Wealthspire Advisors (New York)
New York
$1.55M – – –
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$1.52M +$79.5K +3,636 +6%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$1.49M -$325K -14,862 -18%
FG
34
Foster Group
Iowa
$1.37M +$50.2K +2,295 +4%
Goldman Sachs
35
Goldman Sachs
New York
$1.26M +$675K +30,879 +116%
CCM
36
Coldstream Capital Management
Washington
$1.26M +$4.33K +198 +0.3%
MIA
37
Milestone Investment Advisors
Wisconsin
$1.25M -$695K -31,800 -36%
MCM
38
MAI Capital Management
Ohio
$1.23M – – –
NHC
39
Nicholas Hoffman & Company
Georgia
$1.17M +$17K +777 +1%
BBHC
40
Brown Brothers Harriman & Co
New York
$1.12M – – –
WFA
41
Wade Financial Advisory
California
$1.03M -$14.5K -663 -1%
RTL
42
Red Tortoise LLC
Georgia
$1M – – –
CWC
43
Carolinas Wealth Consulting
North Carolina
$999K -$65.8K -2,997 -6%
QCG
44
Quadrant Capital Group
Ohio
$961K – – –
Creative Planning
45
Creative Planning
Kansas
$947K +$42.8K +1,959 +5%
JIR
46
James Investment Research
Ohio
$938K +$101K +4,635 +12%
AF
47
Advisornet Financial
Minnesota
$916K +$67.7K +3,099 +8%
GA
48
GSG Advisors
New Jersey
$914K +$3.14K +144 +0.3%
SWM
49
SeaCrest Wealth Management
New York
$875K +$4.92K +225 +0.6%
MWM
50
MorganRosel Wealth Management
Colorado
$832K -$54.3K -2,484 -6%
1
2
3 4 5