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Schwab Fundamental US Broad Market Index ETF
FNDB

138 hedge funds and large institutions have $279M invested in Schwab Fundamental US Broad Market Index ETF in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 60 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 31

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

11% more capital invested

Capital invested by funds: $252M → $279M (+$27.4M)

4% more funds holding

Funds holding: 133 → 138 (+5)

0.16% more ownership

Funds ownership: 99.61% → 99.77% (+0.16%)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

Holders
138
Holders Change
+5
Holders Change %
+3.76%
% of All Funds
1.98%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
13
Increased
60
Reduced
31
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$2.99M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.88M
3
SA
Sanctuary Advisors
Indiana
+$1.4M
4
Morgan Stanley
Morgan Stanley
New York
+$1.2M
5
CPIG
Chicago Partners Investment Group
Illinois
+$995K

Top Sellers

1
GFP
Guardian Financial Partners
California
-$399K
2
BA
Brightwater Advisory
Florida
-$378K
3
HWA
HHM Wealth Advisors
Tennessee
-$352K
4
VNA
Valley National Advisers
Pennsylvania
-$328K
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$310K
Name Holding Trade Value Shares
Change 		Change in
Stake
FC
1
Financial Consulate
Maryland
$39M +$300K +13,305 +0.8%
CC
2
Callan Capital
California
$32.2M -$59.7K -2,643 -0.2%
HighTower Advisors
3
HighTower Advisors
Illinois
$15.5M +$197K +8,709 +1%
SL
4
Systelligence LLC
Minnesota
$14.2M +$218K +9,639 +2%
SS
5
Sound Stewardship
Kansas
$13.9M +$146K +6,453 +1%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$13.5M +$1.88M +83,352 +17%
OWM
7
Opes Wealth Management
California
$12M +$93.8K +4,155 +0.8%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$8.65M -$30K -1,329 -0.4%
Ameriprise
9
Ameriprise
Minnesota
$8.05M +$2.99M +132,357 +63%
BA
10
Brightwater Advisory
Florida
$7.54M -$378K -16,746 -5%
Morgan Stanley
11
Morgan Stanley
New York
$7.52M +$1.2M +53,271 +20%
LPL Financial
12
LPL Financial
California
$5.89M +$97.7K +4,329 +2%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$5.18M +$277K +12,273 +6%
GFP
14
Guardian Financial Partners
California
$4.45M -$399K -17,682 -9%
LRIA
15
Leonard Rickey Investment Advisors
Washington
$4.37M -$17.3K -765 -0.4%
CFO
16
CVA Family Office
Colorado
$3.68M -$165K -7,323 -4%
TAM
17
Townsend Asset Management
North Carolina
$3.59M +$11.9K +525 +0.3%
MA
18
Mezzasalma Advisors
New Jersey
$3.43M -$7.86K -348 -0.2%
UBS Group
19
UBS Group
Switzerland
$2.8M -$165K -7,302 -6%
KFS
20
Kaizen Financial Strategies
California
$2.61M +$227K +10,035 +10%
HWA
21
HHM Wealth Advisors
Tennessee
$2.38M -$352K -15,600 -13%
RJA
22
Raymond James & Associates
Florida
$2.22M +$163K +7,230 +8%
Bank of America
23
Bank of America
North Carolina
$2.11M +$26K +1,152 +1%
RDWM
24
Red Door Wealth Management
Tennessee
$2.03M – – –
CGL
25
Clarius Group LLC
Washington
$2.01M -$9.96K -441 -0.5%
1
2 3 4 5

FNDB Hedge Fund Activity: Q3 2024 in Review

138 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Broad Market Index ETF (FNDB) for Q3 2024, worth a combined $279M — up 11% from $252M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FNDB positions and 7 closed out — a net gain of 6 holders — while 60 added to existing stakes and 31 trimmed.

The largest buyer was Ameriprise, adding an estimated $2.99M. The largest seller was Guardian Financial Partners, cutting an estimated $399K.

  • 138 institutional investors held Schwab Fundamental US Broad Market Index ETF (FNDB) as of Q3 2024, up from 133 in Q2 2024.
  • Funds reported $279M of Schwab Fundamental US Broad Market Index ETF stock for Q3 2024, up 11% quarter-over-quarter.
  • 13 funds opened new Schwab Fundamental US Broad Market Index ETF positions in Q3 2024 and 7 closed out, a net change of +6 holders.
  • The largest Schwab Fundamental US Broad Market Index ETF buyer in Q3 2024 was Ameriprise, an estimated $2.99M added.
  • The largest Schwab Fundamental US Broad Market Index ETF seller in Q3 2024 was Guardian Financial Partners, an estimated $399K sold.

Based on aggregated 13F filings for Q3 2024.