Schwab Fundamental US Broad Market Index ETF
FNDB
139 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, 61 increasing their positions, 31 reducing their positions, and 7 closing their positions.
97% more repeat investments, than reductions
Existing positions increased: 61 | 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: 134 → 139 (+5)
0.16% more ownership
Funds ownership: 99.62% → 99.78% (+0.16%)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.99M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.88M |
| 3 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
+$1.4M |
| 4 |
Morgan Stanley
New York
|
+$1.2M |
| 5 |
CPIG
Chicago Partners Investment Group
Chicago,
Illinois
|
+$995K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GFP
Guardian Financial Partners
Orange,
California
|
-$399K |
| 2 |
BA
Brightwater Advisory
Tampa,
Florida
|
-$378K |
| 3 |
HWA
HHM Wealth Advisors
Chattanooga,
Tennessee
|
-$352K |
| 4 |
VNA
Valley National Advisers
Bethlehem,
Pennsylvania
|
-$328K |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$310K |
FNDB Hedge Fund Activity: Q3 2024 in Review
139 of the 6,978 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 61 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.
- 139 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.
- 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.