We are live on ! Find out more
FNDB icon

Schwab Fundamental US Broad Market Index ETF
FNDB

138 hedge funds and large institutions have $279M invested in Schwab Fundamental US Broad Market Index ETF in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 60 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 31

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

11% more capital invested

Capital invested by funds: $252M → $279M (+$27.4M)

4% more funds holding

Funds holding: 133 → 138 (+5)

0.16% more ownership

Funds ownership: 99.61% → 99.77% (+0.16%)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

Holders
138
Holders Change
+5
Holders Change %
+3.76%
% of All Funds
1.98%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
13
Increased
60
Reduced
31
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$2.99M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.88M
3
SA
Sanctuary Advisors
Indiana
+$1.4M
4
Morgan Stanley
Morgan Stanley
New York
+$1.2M
5
CPIG
Chicago Partners Investment Group
Illinois
+$995K

Top Sellers

1
GFP
Guardian Financial Partners
California
-$399K
2
BA
Brightwater Advisory
Florida
-$378K
3
HWA
HHM Wealth Advisors
Tennessee
-$352K
4
VNA
Valley National Advisers
Pennsylvania
-$328K
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$310K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$1.98M -$124K -5,511 -6%
RCA
27
Resonant Capital Advisors
Wisconsin
$1.93M -$31.8K -1,407 -2%
MML Investors Services
28
MML Investors Services
Massachusetts
$1.92M +$23.4K +1,035 +1%
FNC
29
First National Corp
Massachusetts
$1.9M +$186K +8,235 +11%
YWM
30
Yoder Wealth Management
California
$1.81M +$1.02K +45 +0.1%
WANY
31
Wealthspire Advisors (New York)
New York
$1.66M – – –
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$1.64M +$8.53K +378 +0.5%
JP Morgan Chase
33
JP Morgan Chase
New York
$1.53M -$67.6K -2,994 -4%
FG
34
Foster Group
Iowa
$1.51M +$32K +1,419 +2%
CCM
35
Coldstream Capital Management
Washington
$1.39M +$38.1K +1,689 +3%
NHC
36
Nicholas Hoffman & Company
Georgia
$1.38M +$127K +5,625 +11%
Goldman Sachs
37
Goldman Sachs
New York
$1.35M – – –
MCM
38
MAI Capital Management
Ohio
$1.32M +$1.29K +57 +0.1%
MIA
39
Milestone Investment Advisors
Wisconsin
$1.26M -$74.5K -3,300 -6%
BBHC
40
Brown Brothers Harriman & Co
New York
$1.2M – – –
WFA
41
Wade Financial Advisory
California
$1.08M -$21.3K -945 -2%
RTL
42
Red Tortoise LLC
Georgia
$1.08M +$7.72K +342 +0.7%
CWC
43
Carolinas Wealth Consulting
North Carolina
$1.08M +$9.07K +402 +0.9%
JIR
44
James Investment Research
Ohio
$1.07M +$60.3K +2,673 +6%
Mariner
45
Mariner
Kansas
$1.05M +$172K +7,632 +21%
QCG
46
Quadrant Capital Group
Ohio
$1.03M – – –
SWM
47
SeaCrest Wealth Management
New York
$1.02M +$76.5K +3,390 +8%
Creative Planning
48
Creative Planning
Kansas
$995K -$20.9K -924 -2%
AF
49
Advisornet Financial
Minnesota
$990K +$6.84K +303 +0.7%
GA
50
GSG Advisors
New Jersey
$980K +$2.91K +129 +0.3%
1
2
3 4 5

FNDB Hedge Fund Activity: Q3 2024 in Review

138 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Broad Market Index ETF (FNDB) for Q3 2024, worth a combined $279M — up 11% from $252M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FNDB positions and 7 closed out — a net gain of 6 holders — while 60 added to existing stakes and 31 trimmed.

The largest buyer was Ameriprise, adding an estimated $2.99M. The largest seller was Guardian Financial Partners, cutting an estimated $399K.

  • 138 institutional investors held Schwab Fundamental US Broad Market Index ETF (FNDB) as of Q3 2024, up from 133 in Q2 2024.
  • Funds reported $279M of Schwab Fundamental US Broad Market Index ETF stock for Q3 2024, up 11% quarter-over-quarter.
  • 13 funds opened new Schwab Fundamental US Broad Market Index ETF positions in Q3 2024 and 7 closed out, a net change of +6 holders.
  • The largest Schwab Fundamental US Broad Market Index ETF buyer in Q3 2024 was Ameriprise, an estimated $2.99M added.
  • The largest Schwab Fundamental US Broad Market Index ETF seller in Q3 2024 was Guardian Financial Partners, an estimated $399K sold.

Based on aggregated 13F filings for Q3 2024.