Summary
FNDB Chart
Is Schwab Fundamental U.S. Broad Market ETF (FNDB) a Strong ETF Right Now?
Launched on 08/13/2013, the Schwab Fundamental U.S. Broad Market ETF (FNDB) is a smart beta exchange traded fund offering broad exposure to the Style Box - All Cap Value category of the market.
FNDB: A Bet On Valuation Mean Reversion In 2026
Schwab Fundamental U.S. Broad Market ETF (FNDB) offers broad diversification with a fundamental weighting approach, emphasizing value over market cap momentum. FNDB underweights high-flying growth stocks like Nvidia and Tesla, focusing allocations on companies with strong sales, cash flows, and shareholder returns. The ETF's material tilt toward value and inclusion of both large- and mid-cap stocks positions it to benefit if mean reversion and inflation drive markets in 2026.
FNDB: A Balanced Core ETF With A Value Tilt
Schwab Fundamental U.S. Broad Market Index ETF offers value exposure with a fundamentally weighted, well-diversified portfolio across sectors and market caps. FNDB has underperformed the Russell 3000 since 2013 but outperformed a number of passive value ETFs since 2016. FNDB is best suited for long-term, value-oriented investors seeking balanced sector exposure; for short-term allocations, more liquid alternatives like VTV are preferable.
Schwab Fundamental U.S. Broad Market ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 42,166 | $1.08M | $1.3M | $212,266.96 | 19.59% |
| JS Jason Skolnick FIRST NATIONAL Corp. /MA/ /ADV | 86,927 | $1.53M | $2.68M | $1.15M | 74.86% |
 Winthrop Advisory Group Winthrop Advisory Group LLC | 9,347 | $215,856.02 | $287,607.19 | $71,751.17 | 33.24% |
| YA Yinka Akinsola Blue Trust Inc. | 627 | $16,616.4 | $19,277.11 | $2,660.71 | 16.01% |
 John Mezzasalma Mezzasalma Advisors LLC | 144,099 | $3.18M | $4.43M | $1.25M | 39.2% |
Schwab Fundamental U.S. Broad Market ETF (FNDB) FAQ
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Has Schwab Fundamental U.S. Broad Market ETF ever had a stock split?
Schwab Fundamental U.S. Broad Market ETF Profile
| ARCA Exchange | US Country |
Overview
The described company operates as an investment fund primarily focusing on investing in stocks that are included in a specific index. This index is designed to gauge the performance of its constituent companies based on fundamental overall scores, which are generated from the universe of U.S. companies within the RAFI Global Equity Investable Universe. With a strategy of allocating at least 90% of its net assets to stocks within the index, the fund maintains a commitment to its core investment thesis while allowing flexibility to invest up to 10% of its net assets in securities that are not part of the index. This approach provides a blend of strict adherence to the index-based investment strategy along with the agility to capitalize on other opportunities that may arise outside of the index.
Products and Services
- Index-Focused Investment Strategy
- Flexible Investment Allocation
This product refers to the fund’s primary approach of investing at least 90% of its net assets in stocks that are part of a specific index, which measures company performance based on fundamental scores. This strategy highlights the fund's dedication to following a methodical and data-driven approach for selecting investments, based on the companies’ fundamental strengths as per the RAFI Global Equity Investable Universe.
As part of its services, the fund offers the flexibility to allocate up to 10% of its net assets in securities not included in the index. This flexibility allows the fund to pursue opportunities beyond its primary strategy, giving it the space to diversify its investments and potentially enhance returns by tapping into select opportunities outside of the index’s scope.
