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Schwab Fundamental US Broad Market Index ETF
FNDB

144 hedge funds and large institutions have $284M invested in Schwab Fundamental US Broad Market Index ETF in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 39 increasing their positions, 49 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

4% more funds holding

Funds holding: 138 → 144 (+6)

2% more capital invested

Capital invested by funds: $279M → $284M (+$5.22M)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

20% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 49

67.15% less ownership

Funds ownership: 99.77% → 32.61% (-67%)

Holders
144
Holders Change
+6
Holders Change %
+4.35%
% of All Funds
1.9%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
17
Increased
39
Reduced
49
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$7.74M
2
Morgan Stanley
Morgan Stanley
New York
+$853K
3
VAF
Values Added Financial
District of Columbia
+$754K
4
Goldman Sachs
Goldman Sachs
New York
+$519K
5
AAS
Avantax Advisory Services
Texas
+$316K

Top Sellers

Rank Fund Capital Flow
1
SL
Systelligence LLC
Minnesota
-$3.4M
2
SA
Sanctuary Advisors
Indiana
-$1.47M
3
CPIG
Chicago Partners Investment Group
Illinois
-$1.05M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$697K
5
CFO
CVA Family Office
Colorado
-$600K
Name Holding Trade Value Shares
Change 		Change in
Stake
RPGK
76
Retirement Planning Group (Kansas)
Kansas
$443K – – –
CIC
77
Carnegie Investment Counsel
Ohio
$409K -$8.74K -367 -2%
SFMG
78
Sage Financial Management Group
Virginia
$408K – – –
TIM
79
Total Investment Management
Arizona
$401K +$80K +3,361 +24%
CIAS
80
Capital Investment Advisory Services
North Carolina
$389K – – –
EWM
81
Empirical Wealth Management
Washington
$388K +$48.4K +2,033 +14%
WRPWM
82
Werba Rubin Papier Wealth Management
California
$386K -$24 -1 -0%
Royal Bank of Canada
83
Royal Bank of Canada
Ontario, Canada
$375K -$3.57K -150 -0.9%
PWM
84
Perigon Wealth Management
California
$362K – – –
Stifel Financial
85
Stifel Financial
Missouri
$340K -$1.67K -70 -0.5%
KW
86
Keyvantage Wealth
Pennsylvania
$337K +$345K +14,484 New
GVAG
87
Great Valley Advisor Group
Delaware
$331K – – –
AAS
88
Avantax Advisory Services
Texas
$309K +$316K +13,278 New
OMC
89
Old Mission Capital
Illinois
$307K +$314K +13,197 New
Lido Advisors
90
Lido Advisors
California
$298K +$976 +41 +0.3%
VPIM
91
Vanguard Personalized Indexing Management
California
$297K – – –
FM
92
Foster & Motley
Ohio
$276K +$1.14K +48 +0.4%
SWP
93
Stratos Wealth Partners
Ohio
$253K – – –
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$230K – – –
Mercer Global Advisors
95
Mercer Global Advisors
Colorado
$220K -$541K -22,727 -71%
EH
96
Equitable Holdings
New York
$213K +$218K +9,165 New
BIM
97
Breakwater Investment Management
Washington
$211K – – –
4WM
98
49 Wealth Management
Texas
$209K -$4.43K -186 -2%
Susquehanna International Group
99
Susquehanna International Group
Pennsylvania
$207K -$541K -22,699 -72%
CA
100
Crewe Advisors
Utah
$206K -$24 -1 -0%
2 3
4
5 6

FNDB Hedge Fund Activity: Q4 2024 in Review

144 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Broad Market Index ETF (FNDB) for Q4 2024, worth a combined $284M — up 1.9% from $279M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new FNDB positions and 9 closed out — a net gain of 8 holders — while 39 added to existing stakes and 49 trimmed.

The largest buyer was Bank of America, adding an estimated $7.74M. The largest seller was Systelligence LLC, cutting an estimated $3.4M.

  • 144 institutional investors held Schwab Fundamental US Broad Market Index ETF (FNDB) as of Q4 2024, up from 138 in Q3 2024.
  • Funds reported $284M of Schwab Fundamental US Broad Market Index ETF stock for Q4 2024, up 1.9% quarter-over-quarter.
  • 17 funds opened new Schwab Fundamental US Broad Market Index ETF positions in Q4 2024 and 9 closed out, a net change of +8 holders.
  • The largest Schwab Fundamental US Broad Market Index ETF buyer in Q4 2024 was Bank of America, an estimated $7.74M added.
  • The largest Schwab Fundamental US Broad Market Index ETF seller in Q4 2024 was Systelligence LLC, an estimated $3.4M sold.

Based on aggregated 13F filings for Q4 2024.