FNDB icon

Schwab Fundamental US Broad Market Index ETF
FNDB

Overview Fund Activity

133 hedge funds and large institutions have $252M invested in Schwab Fundamental US Broad Market Index ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 43 reducing their positions, and 11 closing their positions.

Holders
133
Holders Change
–
Holders Change %
0%
% of All Funds
1.93%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
12
Increased
34
Reduced
43
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MA
1
Mezzasalma Advisors
New Jersey
$3.21M
2
KFS
2
Kaizen Financial Strategies
California
$2.29M
3
Goldman Sachs
3
Goldman Sachs
New York
$1.26M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$8.09M
5
FTS
5
Fifth Third Securities
Ohio
$670K

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$217K
3
MIA
3
Milestone Investment Advisors
Wisconsin
$1.25M
4
CA
4
CGN Advisors
Kansas
$0
5
UBS Group
5
UBS Group
Switzerland
$2.77M
Name Market Value Shares Shares
Change 		Shares
Change %
FC
1
Financial Consulate
Maryland
$36M 549,190 +2,593 +0.5%
CC
2
Callan Capital
California
$30.1M 458,665 -2,282 -0.5%
HighTower Advisors
3
HighTower Advisors
Illinois
$14.3M 217,606 +7,094 +3%
SL
4
Systelligence LLC
Minnesota
$13M 198,102 -3,498 -2%
SS
5
Sound Stewardship
Kansas
$12.9M 196,008 +340 +0.2%
OWM
6
Opes Wealth Management
California
$11.1M 169,153 +268 +0.2%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$10.7M 163,612 +8,664 +6%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$8.09M 123,335 +10,272 +9%
BA
9
Brightwater Advisory
Florida
$7.39M 112,737 -4,524 -4%
Morgan Stanley
10
Morgan Stanley
New York
$5.84M 89,115 +2,957 +3%
LPL Financial
11
LPL Financial
California
$5.39M 82,229 +5,782 +8%
Ameriprise
12
Ameriprise
Minnesota
$4.61M 70,230 +2,765 +4%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$4.56M 69,466 -4,103 -6%
GFP
14
Guardian Financial Partners
California
$4.53M 69,093 -1,595 -2%
LRIA
15
Leonard Rickey Investment Advisors
Washington
$4.09M 62,395 +1,869 +3%
CFO
16
CVA Family Office
Colorado
$3.59M 54,687 -1,059 -2%
TAM
17
Townsend Asset Management
North Carolina
$3.33M 50,824 -188 -0.4%
MA
18
Mezzasalma Advisors
New Jersey
$3.21M 48,896 +21,390 +78%
UBS Group
19
UBS Group
Switzerland
$2.77M 42,250 -7,348 -15%
HWA
20
HHM Wealth Advisors
Tennessee
$2.56M 38,992 -1,825 -4%
KFS
21
Kaizen Financial Strategies
California
$2.29M 33,716 +12,279 +57%
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$1.96M 29,943 -263 -0.9%
Bank of America
23
Bank of America
North Carolina
$1.94M 29,577 +5,727 +24%
RJA
24
Raymond James & Associates
Florida
$1.92M 29,203 +2,384 +9%
RDWM
25
Red Door Wealth Management
Tennessee
$1.89M 28,889 – –
1
2 3 4 5