Schwab Fundamental US Broad Market Index ETF
FNDB
94 hedge funds and large institutions have $114M invested in Schwab Fundamental US Broad Market Index ETF in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 21 reducing their positions, and 9 closing their positions.
67% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 9
29% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 21
22% more capital invested
Capital invested by funds: $93.2M → $114M (+$20.5M)
6.95% more ownership
Funds ownership: 74.44% → 81.39% (+7%)
3% more funds holding
Funds holding: 91 → 94 (+3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$5.01M |
| 2 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$2.97M |
| 3 |
MCM
MAI Capital Management
Independence,
Ohio
|
+$754K |
| 4 |
CFO
CVA Family Office
Denver,
Colorado
|
+$736K |
| 5 |
SFMG
Sage Financial Management Group
Mclean,
Virginia
|
+$641K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.74M |
| 2 |
BWA
Beam Wealth Advisors
Covington,
Louisiana
|
-$539K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$332K |
| 4 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
-$298K |
| 5 |
SCM
SOL Capital Management
Rockville,
Maryland
|
-$291K |
FNDB Hedge Fund Activity: Q4 2021 in Review
94 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Broad Market Index ETF (FNDB) for Q4 2021, worth a combined $114M — up 22% from $93.2M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new FNDB positions and 9 closed out — a net gain of 6 holders — while 27 added to existing stakes and 21 trimmed.
The largest buyer was Ameriprise, adding an estimated $5.01M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $1.74M.
- 94 institutional investors held Schwab Fundamental US Broad Market Index ETF (FNDB) as of Q4 2021, up from 91 in Q3 2021.
- Funds reported $114M of Schwab Fundamental US Broad Market Index ETF stock for Q4 2021, up 22% quarter-over-quarter.
- 15 funds opened new Schwab Fundamental US Broad Market Index ETF positions in Q4 2021 and 9 closed out, a net change of +6 holders.
- The largest Schwab Fundamental US Broad Market Index ETF buyer in Q4 2021 was Ameriprise, an estimated $5.01M added.
- The largest Schwab Fundamental US Broad Market Index ETF seller in Q4 2021 was Raymond James Financial Services Advisors, an estimated $1.74M sold.
Based on aggregated 13F filings for Q4 2021.