We are live on ! Find out more
FNDB icon

Schwab Fundamental US Broad Market Index ETF
FNDB

133 hedge funds and large institutions have $254M invested in Schwab Fundamental US Broad Market Index ETF in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 45 increasing their positions, 37 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

22% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 37

15% more capital invested

Capital invested by funds: $221M → $254M (+$33.2M)

6% more funds holding

Funds holding: 126 → 133 (+7)

0.85% more ownership

Funds ownership: 101.88% → 102.73% (+0.85%)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

Holders
133
Holders Change
+7
Holders Change %
+5.56%
% of All Funds
1.92%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
14
Increased
45
Reduced
37
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BA
Brightwater Advisory
Florida
+$7.35M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$4.92M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.68M
4
MA
Mezzasalma Advisors
New Jersey
+$1.37M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.33M

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$3.03M
2
Morgan Stanley
Morgan Stanley
New York
-$2.91M
3
LPL Financial
LPL Financial
California
-$656K
4
EWP
Elevation Wealth Partners
California
-$454K
5
HighTower Advisors
HighTower Advisors
Illinois
-$408K
Name Holding Trade Value Shares
Change 		Change in
Stake
KHC
101
Koesten Hirschmann & Crabtree
Kansas
$166K – – –
HI
102
Harbour Investments
Wisconsin
$160K +$8.46K +405 +6%
Wells Fargo
103
Wells Fargo
California
$151K +$63 +3 +0%
SAM
104
S.A. Mason
Michigan
$145K – – –
Northwestern Mutual Wealth Management
105
Northwestern Mutual Wealth Management
Wisconsin
$140K +$17K +816 +15%
PCMC
106
Private Capital Management (Colorado)
Colorado
$131K -$4.01K -192 -3%
CIBC Private Wealth Group
107
CIBC Private Wealth Group
Georgia
$127K +$121K +5,790 New
PA
108
Pineridge Advisors
Missouri
$113K +$11.4K +546 +12%
BCM
109
Blume Capital Management
California
$66.3K – – –
SOS
110
Silver Oak Securities
Tennessee
$59.4K +$56.2K +2,688 New
S
111
SignatureFD
Georgia
$48.9K -$376 -18 -0.8%
AA
112
Ancora Advisors
Ohio
$45.5K +$63 +3 +0.1%
NA
113
NewEdge Advisors
Louisiana
$42.5K – – –
MPWT
114
MassMutual Private Wealth & Trust
Connecticut
$42K +$752 +36 +2%
Fidelity Investments
115
Fidelity Investments
Massachusetts
$37K +$125 +6 +0.4%
PA
116
Parallel Advisors
California
$33.1K – – –
PK
117
Pflug Koory
Nebraska
$31.1K – – –
CWAF
118
Core Wealth Advisors (Florida)
Florida
$24.8K – – –
BFEC
119
Benjamin F. Edwards & Company
Missouri
$22K – – –
CA
120
CoreCap Advisors
Michigan
$21.6K +$20.4K +978 New
MSG
121
Main Street Group
Virginia
$21.4K +$63 +3 +0.3%
AF
122
Allworth Financial
California
$19.9K – – –
SSB
123
Sandy Spring Bank
Maryland
$19.9K – – –
HGERS
124
Householder Group Estate & Retirement Specialist
Arizona
$15K – – –
CMP
125
Coston McIsaac & Partners
Maine
$12K +$11.7K +561 New
2 3 4
5
6

FNDB Hedge Fund Activity: Q1 2024 in Review

133 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Broad Market Index ETF (FNDB) for Q1 2024, worth a combined $254M — up 15% from $221M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new FNDB positions and 6 closed out — a net gain of 8 holders — while 45 added to existing stakes and 37 trimmed.

The largest buyer was Brightwater Advisory, opening a new position worth an estimated $7.35M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $3.03M sold.

  • 133 institutional investors held Schwab Fundamental US Broad Market Index ETF (FNDB) as of Q1 2024, up from 126 in Q4 2023.
  • Funds reported $254M of Schwab Fundamental US Broad Market Index ETF stock for Q1 2024, up 15% quarter-over-quarter.
  • 14 funds opened new Schwab Fundamental US Broad Market Index ETF positions in Q1 2024 and 6 closed out, a net change of +8 holders.
  • The largest Schwab Fundamental US Broad Market Index ETF buyer in Q1 2024 was Brightwater Advisory, an estimated $7.35M added.
  • The largest Schwab Fundamental US Broad Market Index ETF seller in Q1 2024 was Flow Traders U.S., an estimated $3.03M sold.

Based on aggregated 13F filings for Q1 2024.