Schwab Fundamental US Broad Market Index ETFFNDB
FNDB
0
Funds holding %
of 6,809 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
90% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 31
50% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 8
3% more funds holding
Funds holding: 132 [Q2] → 136 (+4) [Q3]
0% more funds holding in top 10
Funds holding in top 10: 6 [Q2] → 6 (+0) [Q3]
3% less capital invested
Capital invested by funds: $287M [Q2] → $279M (-$8.2M) [Q3]
4.64% less ownership
Funds ownership: 37.89% [Q2] → 33.25% (-4.64%) [Q3]
Research analyst outlook
We haven’t received any recent analyst ratings for FNDB.
Financial journalist opinion
Neutral
Zacks Investment Research
2 weeks ago
Is Schwab Fundamental U.S. Broad Market ETF (FNDB) a Strong ETF Right Now?
The Schwab Fundamental U.S. Broad Market ETF (FNDB) made its debut on 08/13/2013, and is a smart beta exchange traded fund that provides broad exposure to the Style Box - All Cap Value category of the market.
Neutral
Seeking Alpha
2 months ago
FNDB: I Love The Weightings
Investors should consider the Schwab Fundamental U.S. Broad Market ETF (FNDB) for its fundamental indexing method, which weights companies based on size measures like sales and cash flow. FNDB offers a diversified portfolio with a value focus, avoiding the concentration risks of market-cap weighted indexes dominated by mega-cap tech stocks. FNDB has underperformed in tech-driven rallies but aligns with value-focused markets, providing broad market exposure and balancing active and passive management.
Positive
Seeking Alpha
2 months ago
FNDB: Performance In Line With The Broader Market, But Lagging Behind Other ETFs In The Peer Group
FNDB follows a fundamental analysis strategy but has underperformed compared to similar funds, despite lower volatility and reasonable valuations. FNDB's portfolio is diversified across sectors and market caps but is underweight in technology, impacting its valuation and growth metrics. FNDB's low valuation and defensive profile are positives, but stronger returns from peer funds make it less compelling for outperforming the broader market.
Neutral
Zacks Investment Research
2 months ago
Is Schwab Fundamental U.S. Broad Market ETF (FNDB) a Strong ETF Right Now?
A smart beta exchange traded fund, the Schwab Fundamental U.S. Broad Market ETF (FNDB) debuted on 08/13/2013, and offers broad exposure to the Style Box - All Cap Value category of the market.
Neutral
Business Wire
2 months ago
Schwab Asset Management Announces ETF Share Splits
WESTLAKE, Texas--(BUSINESS WIRE)--Schwab Asset Management®, the asset management arm of The Charles Schwab Corporation, today announced forward share splits on 20 Schwab ETFs. Forward ETF share splits increase the number of shares outstanding and decrease the Net Asset Value (NAV) per share. The share splits will not change the total value of a shareholder's investment. The ETF share splits will apply to shareholders of record as of the close of US markets on October 9, 2024, payable after the.
Neutral
Zacks Investment Research
4 months ago
Is Schwab Fundamental U.S. Broad Market ETF (FNDB) a Strong ETF Right Now?
The Schwab Fundamental U.S. Broad Market ETF (FNDB) was launched on 08/13/2013, and is a smart beta exchange traded fund designed to offer broad exposure to the Style Box - All Cap Value category of the market.
Neutral
Zacks Investment Research
6 months ago
Is Schwab Fundamental U.S. Broad Market Index ETF (FNDB) a Strong ETF Right Now?
Launched on 08/13/2013, the Schwab Fundamental U.S. Broad Market Index ETF (FNDB) is a smart beta exchange traded fund offering broad exposure to the Style Box - All Cap Value category of the market.
Positive
Seeking Alpha
7 months ago
FNDB: Outperforming Most Passively Managed Value ETFs
Schwab Fundamental U.S. Broad Market Index ETF is a “Large Value” ETF implementing the RAFI methodology. The FNDB ETF portfolio is well-diversified across sectors and holdings, with a focus on financials and technology. FNDB has underperformed the benchmark since inception but has outperformed passively managed value ETFs, except one.
Positive
The Motley Fool
8 months ago
3 Charles Schwab ETFs That Could Help You Retire a Millionaire
Built-in profit-taking stemming from automated rebalancing makes investing easier, and more fruitful. Large-cap indexes are fine long-term investments, but there's a higher-performance option that's just as easy to access.
Neutral
Zacks Investment Research
8 months ago
Is Schwab Fundamental U.S. Broad Market Index ETF (FNDB) a Strong ETF Right Now?
Making its debut on 08/13/2013, smart beta exchange traded fund Schwab Fundamental U.S. Broad Market Index ETF (FNDB) provides investors broad exposure to the Style Box - All Cap Value category of the market.
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