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Schwab Fundamental US Broad Market Index ETF
FNDB

91 hedge funds and large institutions have $93.2M invested in Schwab Fundamental US Broad Market Index ETF in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

0% more funds holding

Funds holding: 91 → 91 (0)

0% less capital invested

Capital invested by funds: $93.4M → $93.2M (-$144K)

4% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 25

1.25% less ownership

Funds ownership: 75.69% → 74.44% (-1.3%)

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
91
Holders Change
–
Holders Change %
0%
% of All Funds
1.59%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
24
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.93M
2
Ameriprise
Ameriprise
Minnesota
+$1.87M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$572K
4
FTUS
Flow Traders U.S.
New York
+$522K
5
LPL Financial
LPL Financial
California
+$414K

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$1.28M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.21M
3
OWM
Opes Wealth Management
California
-$1.01M
4
CIAS
CFS Investment Advisory Services
New Jersey
-$715K
5
SFMG
Sage Financial Management Group
Virginia
-$715K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$280K +$1.26K +69 +0.4%
KCM
52
Kendall Capital Management
Maryland
$268K – – –
EWM
53
Empirical Wealth Management
Washington
$261K -$5.74K -315 -2%
CFO
54
CVA Family Office
Colorado
$256K -$333K -18,264 -48%
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$247K -$48K -2,634 -16%
AA
56
Apriem Advisors
California
$246K – – –
SFG
57
SNS Financial Group
Minnesota
$245K -$18.6K -1,020 -7%
SWP
58
Stratos Wealth Partners
Ohio
$244K – – –
RWA
59
Redhawk Wealth Advisors
Minnesota
$241K +$246K +13,500 New
CA
60
Crewe Advisors
Utah
$211K – – –
Wells Fargo
61
Wells Fargo
California
$129K – – –
FCM
62
Firestone Capital Management
Florida
$93K – – –
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
$83K – – –
Bank of America
64
Bank of America
North Carolina
$80K -$55.3K -3,036 -40%
CWM
65
Cedar Wealth Management
California
$78K – – –
Koshinski Asset Management
66
Koshinski Asset Management
Illinois
$60.8K +$62K +3,408 New
PA
67
Parallel Advisors
California
$54K – – –
AF
68
Allworth Financial
California
$49K – – –
GWS
69
Glassman Wealth Services
Virginia
$46K – – –
BWM
70
Baystate Wealth Management
Massachusetts
$45K +$218 +12 +0.5%
LF
71
Lee Financial
Texas
$44K – – –
SSB
72
Sandy Spring Bank
Maryland
$43K – – –
AA
73
Ancora Advisors
Ohio
$42K +$55 +3 +0.1%
S
74
SignatureFD
Georgia
$40K – – –
KA
75
Kozak & Associates
Colorado
$31K +$29.4K +1,617 New
1 2
3
4

FNDB Hedge Fund Activity: Q3 2021 in Review

91 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Broad Market Index ETF (FNDB) for Q3 2021, worth a combined $93.2M — down 0.15% from $93.4M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new FNDB positions and 6 closed out — a net gain of 1 holder — while 24 added to existing stakes and 25 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $1.93M. The largest seller was Goldman Sachs, exiting entirely with an estimated $1.28M sold.

  • 91 institutional investors held Schwab Fundamental US Broad Market Index ETF (FNDB) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $93.2M of Schwab Fundamental US Broad Market Index ETF stock for Q3 2021, down 0.15% quarter-over-quarter.
  • 7 funds opened new Schwab Fundamental US Broad Market Index ETF positions in Q3 2021 and 6 closed out, a net change of +1 holder.
  • The largest Schwab Fundamental US Broad Market Index ETF buyer in Q3 2021 was Raymond James Financial Services Advisors, an estimated $1.93M added.
  • The largest Schwab Fundamental US Broad Market Index ETF seller in Q3 2021 was Goldman Sachs, an estimated $1.28M sold.

Based on aggregated 13F filings for Q3 2021.