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Schwab Fundamental US Broad Market Index ETF
FNDB

95 hedge funds and large institutions have $131M invested in Schwab Fundamental US Broad Market Index ETF in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 40 increasing their positions, 20 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

100% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 20

15% more capital invested

Capital invested by funds: $114M → $131M (+$17.4M)

5.54% more ownership

Funds ownership: 81.39% → 86.92% (+5.5%)

1% more funds holding

Funds holding: 94 → 95 (+1)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
95
Holders Change
+1
Holders Change %
+1.06%
% of All Funds
1.5%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
40
Reduced
20
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TF
Trek Financial
Arizona
+$5.4M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.43M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.95M
4
CFO
CVA Family Office
Colorado
+$1.31M
5
MML Investors Services
MML Investors Services
Massachusetts
+$1.26M

Top Sellers

Rank Fund Capital Flow
1
JCIA
Jackson Creek Investment Advisors
Colorado
-$733K
2
TIM
Tevis Investment Management
Texas
-$324K
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$247K
4
CC
Callan Capital
California
-$154K
5
TRCT
Tower Research Capital (TRC)
New York
-$141K
Name Holding Trade Value Shares
Change 		Change in
Stake
FNC
51
First National Corp
Massachusetts
$423K -$88.5K -4,650 -17%
Bank of America
52
Bank of America
North Carolina
$412K +$322K +16,926 +377%
CIC
53
Carnegie Investment Counsel
Ohio
$399K – – –
SWM
54
Spire Wealth Management
Virginia
$351K +$1.31K +69 +0.4%
MWM
55
Madison Wealth Management
Ohio
$349K – – –
CIAS
56
Capital Investment Advisory Services
North Carolina
$322K – – –
EWM
57
Empirical Wealth Management
Washington
$318K +$37.1K +1,950 +13%
KCM
58
Kendall Capital Management
Maryland
$288K – – –
Lido Advisors
59
Lido Advisors
California
$269K +$971 +51 +0.4%
AA
60
Apriem Advisors
California
$266K – – –
SFG
61
SNS Financial Group
Minnesota
$264K – – –
GRP
62
Global Retirement Partners
California
$262K +$280K +14,730 New
RWA
63
Redhawk Wealth Advisors
Minnesota
$260K – – –
AC
64
Avant Capital
Louisiana
$239K +$685 +36 +0.3%
SWP
65
Stratos Wealth Partners
Ohio
$234K -$36.7K -1,926 -14%
CA
66
Crewe Advisors
Utah
$228K – – –
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$223K +$15.1K +795 +7%
Cetera Investment Advisers
68
Cetera Investment Advisers
Illinois
$204K -$9.88K -519 -5%
RK
69
Rather & Kittrell
Tennessee
$203K – – –
TRCT
70
Tower Research Capital (TRC)
New York
$198K -$141K -7,380 -42%
Wells Fargo
71
Wells Fargo
California
$140K – – –
WTA
72
Washington Trust Advisors
Massachusetts
$102K – – –
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$89K – – –
Koshinski Asset Management
74
Koshinski Asset Management
Illinois
$65.6K – – –
CWM
75
Cedar Wealth Management
California
$64K -$19.8K -1,041 -24%
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FNDB Hedge Fund Activity: Q1 2022 in Review

95 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Broad Market Index ETF (FNDB) for Q1 2022, worth a combined $131M — up 15% from $114M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new FNDB positions and 3 closed out — a net gain of 3 holders — while 40 added to existing stakes and 20 trimmed.

The largest buyer was Trek Financial, opening a new position worth an estimated $5.4M. The largest seller was Jackson Creek Investment Advisors, exiting entirely with an estimated $733K sold.

  • 95 institutional investors held Schwab Fundamental US Broad Market Index ETF (FNDB) as of Q1 2022, up from 94 in Q4 2021.
  • Funds reported $131M of Schwab Fundamental US Broad Market Index ETF stock for Q1 2022, up 15% quarter-over-quarter.
  • 6 funds opened new Schwab Fundamental US Broad Market Index ETF positions in Q1 2022 and 3 closed out, a net change of +3 holders.
  • The largest Schwab Fundamental US Broad Market Index ETF buyer in Q1 2022 was Trek Financial, an estimated $5.4M added.
  • The largest Schwab Fundamental US Broad Market Index ETF seller in Q1 2022 was Jackson Creek Investment Advisors, an estimated $733K sold.

Based on aggregated 13F filings for Q1 2022.