Schwab Fundamental US Broad Market Index ETFFNDB
FNDB
0
Funds holding %
of 7,407 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
2,925% more repeat investments, than reductions
Existing positions increased: 121 | Existing positions reduced: 4
89% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 9
4% more funds holding
Funds holding: 138 [Q3] → 144 (+6) [Q4]
2% more capital invested
Capital invested by funds: $279M [Q3] → $284M (+$4.67M) [Q4]
0% more funds holding in top 10
Funds holding in top 10: 6 [Q3] → 6 (+0) [Q4]
0.72% less ownership
Funds ownership: 33.26% [Q3] → 32.53% (-0.72%) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for FNDB.
Financial journalist opinion
Neutral
Zacks Investment Research
1 week 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.
Positive
Seeking Alpha
2 weeks ago
FNDB: Strong Fundamentals And Lower Concentration Risk
Schwab Fundamental U.S. Broad Market ETF invests in over 1,600 value-oriented U.S. stocks with a 0.25% expense ratio, higher than some broad market funds. FNDB's factor-weighted methodology reduces concentration risk and emphasizes fundamental metrics, resulting in a value-tilted portfolio with a weaker growth profile than the S&P 500. Despite underperforming the S&P 500, FNDB has outperformed its peer IWD due to higher exposure to growth sectors like consumer cyclical and technology.
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
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) 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
5 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
6 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
6 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
6 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
8 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
10 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.
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