Institutional Ownership Schwab Fundamental U S Broad M (FNDB)
This table provides information about the institutional ownership of Schwab Fundamental U S Broad M (FNDB). We have compiled data on the 170 institutions that hold shares in the stock, with a total of 13.8 Million shares, which have been reported (via 13F filing form) to have a value of $358 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
97,607
shares
|
$2.53 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
93,488
shares
|
$2.42 Million
0.28% of portfolio
|
Q3 2025
Reduced 3.31%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jan 14, 2026 Q4 2025 |
87,982
shares
|
$2.28 Million
0.51% of portfolio
|
Q4 2025
Added 2.34%
|
|
|
First National Corp
|
Oct 27, 2025 Q3 2025 |
86,927
shares
|
$2.25 Million
0.44% of portfolio
|
Q3 2025
Added 2.0%
|
|
|
Red Door Wealth Management, LLC
|
Jan 20, 2026 Q4 2025 |
86,729
shares
|
$2.25 Million
0.24% of portfolio
|
Q4 2025
Added 0.0%
|
|
|
James Investment Research Inc
|
Oct 31, 2025 Q3 2025 |
84,990
shares
|
$2.2 Million
0.25% of portfolio
|
Q3 2025
Added 16.11%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
84,182
shares
|
$2.18 Million
0.0% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 14, 2026 Q4 2025 |
83,960
shares
|
$2.17 Million
0.13% of portfolio
|
Q4 2025
Reduced 2.75%
|
|
|
Kaizen Financial Strategies
|
Jan 20, 2026 Q4 2025 |
81,881
shares
|
$2.12 Million
1.0% of portfolio
|
Q4 2025
Reduced 3.99%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
78,469
shares
|
$2.03 Million
0.0% of portfolio
|
Q3 2025
Added 48.35%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
76,835
shares
|
$1.99 Million
0.0% of portfolio
|
Q3 2025
Added 56.59%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
73,067
shares
|
$1.89 Million
0.89% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
72,584
shares
|
$1.88 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
70,740
shares
|
$1.83 Million
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Townsend Asset Management Corp
|
Jan 21, 2026 Q4 2025 |
68,506
shares
|
$1.77 Million
0.64% of portfolio
|
Q4 2025
Added 0.13%
|
|
|
Foster Group, Inc.
|
Jan 12, 2026 Q4 2025 |
67,378
shares
|
$1.75 Million
0.06% of portfolio
|
Q4 2025
Added 0.45%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
62,152
shares
|
$1.61 Million
0.0% of portfolio
|
Q3 2025
Added 7.96%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
56,850
shares
|
$1.47 Million
0.01% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
56,847
shares
|
$1.47 Million
0.04% of portfolio
|
Q3 2025
Added 15.76%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
56,283
shares
|
$1.46 Million
0.69% of portfolio
|
Q3 2025
Added 65.2%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
55,709
shares
|
$1.44 Million
0.0% of portfolio
|
Q3 2025
Reduced 8.36%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
54,096
shares
|
$1.4 Million
0.02% of portfolio
|
Q4 2024
Added 174.29%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
54,023
shares
|
$1.4 Million
0.1% of portfolio
|
Q3 2025
Added 8.43%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 12, 2026 Q4 2025 |
53,688
shares
|
$1.39 Million
0.15% of portfolio
|
Q4 2025
Added 23.53%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
51,171
shares
|
$1.33 Million
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|