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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.93M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.87M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$572K |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$522K |
| 5 |
LPL Financial
San Diego,
California
|
+$414K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$1.28M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.21M |
| 3 |
OWM
Opes Wealth Management
Menlo Park,
California
|
-$1.01M |
| 4 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
-$715K |
| 5 |
SFMG
Sage Financial Management Group
Mclean,
Virginia
|
-$715K |
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.