Schwab Fundamental US Broad Market Index ETF
FNDB
140 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 14 funds opening new positions, 59 increasing their positions, 32 reducing their positions, and 7 closing their positions.
255% more capital inflows, than outflows
Capital inflows: $12.5M | Capital outflows: $3.52M
100% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 7
84% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 32
4% more funds holding
Funds holding: 134 → 140 (+6)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
0.28% less ownership
Funds ownership: 33.21% → 32.92% (-0.28%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.99M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.88M |
| 3 |
Morgan Stanley
New York
|
+$1.2M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$489K |
| 5 |
SFMG
Sage Financial Management Group
Mclean,
Virginia
|
+$396K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Guardian Financial Partners
Orange,
California
|
-$399K |
| 2 |
Brightwater Advisory
Tampa,
Florida
|
-$378K |
| 3 |
HHM Wealth Advisors
Chattanooga,
Tennessee
|
-$352K |
| 4 |
Valley National Advisers
Bethlehem,
Pennsylvania
|
-$328K |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$310K |
FNDB Hedge Fund Activity: Q3 2024 in Review
140 of the 6,987 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: 14 funds opened new FNDB positions and 7 closed out — a net gain of 7 holders — while 59 added to existing stakes and 32 trimmed.
The largest buyer was Ameriprise, adding an estimated $2.99M. The largest seller was Guardian Financial Partners, cutting an estimated $399K.
- 140 institutional investors held Schwab Fundamental US Broad Market Index ETF (FNDB) as of Q3 2024, up from 134 in Q2 2024.
- Funds reported $279M of Schwab Fundamental US Broad Market Index ETF stock for Q3 2024, up 11% quarter-over-quarter.
- 14 funds opened new Schwab Fundamental US Broad Market Index ETF positions in Q3 2024 and 7 closed out, a net change of +7 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.