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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TF
Trek Financial
Scottsdale,
Arizona
|
+$5.4M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.43M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.95M |
| 4 |
CFO
CVA Family Office
Denver,
Colorado
|
+$1.31M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$1.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JCIA
Jackson Creek Investment Advisors
Castle Rock,
Colorado
|
-$733K |
| 2 |
TIM
Tevis Investment Management
Plano,
Texas
|
-$324K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$247K |
| 4 |
CC
Callan Capital
La Jolla,
California
|
-$154K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$141K |
FNDB Hedge Fund Activity: Q1 2022 in Review
95 of the 6,360 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.