Schwab Fundamental US Broad Market Index ETF
FNDB
145 hedge funds and large institutions have $284M invested in Schwab Fundamental US Broad Market Index ETF in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 39 increasing their positions, 50 reducing their positions, and 9 closing their positions.
89% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 9
4% more funds holding
Funds holding: 139 → 145 (+6)
2% more capital invested
Capital invested by funds: $279M → $284M (+$5.19M)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
22% less repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 50
67.16% less ownership
Funds ownership: 99.78% → 32.61% (-67%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$7.74M |
| 2 |
Morgan Stanley
New York
|
+$853K |
| 3 |
VAF
Values Added Financial
Washington,
District of Columbia
|
+$754K |
| 4 |
Goldman Sachs
New York
|
+$519K |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$316K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
-$3.4M |
| 2 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
-$1.47M |
| 3 |
CPIG
Chicago Partners Investment Group
Chicago,
Illinois
|
-$1.05M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$697K |
| 5 |
CFO
CVA Family Office
Denver,
Colorado
|
-$600K |
FNDB Hedge Fund Activity: Q4 2024 in Review
145 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Broad Market Index ETF (FNDB) for Q4 2024, worth a combined $284M — up 1.9% from $279M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new FNDB positions and 9 closed out — a net gain of 8 holders — while 39 added to existing stakes and 50 trimmed.
The largest buyer was Bank of America, adding an estimated $7.74M. The largest seller was Systelligence LLC, cutting an estimated $3.4M.
- 145 institutional investors held Schwab Fundamental US Broad Market Index ETF (FNDB) as of Q4 2024, up from 139 in Q3 2024.
- Funds reported $284M of Schwab Fundamental US Broad Market Index ETF stock for Q4 2024, up 1.9% quarter-over-quarter.
- 17 funds opened new Schwab Fundamental US Broad Market Index ETF positions in Q4 2024 and 9 closed out, a net change of +8 holders.
- The largest Schwab Fundamental US Broad Market Index ETF buyer in Q4 2024 was Bank of America, an estimated $7.74M added.
- The largest Schwab Fundamental US Broad Market Index ETF seller in Q4 2024 was Systelligence LLC, an estimated $3.4M sold.
Based on aggregated 13F filings for Q4 2024.