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 145 institutions that hold shares in the stock, with a total of 4.13 Million shares, which have been reported (via 13F filing form) to have a value of $96.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clarius Group, LLC
Seattle, WA |
Oct 09, 2024 Q3 2024 |
28,599
shares
|
$659,206
0.14% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
28,106
shares
|
$647,843
0.01% of portfolio
|
Q3 2024
Reduced 6.13%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
27,398
shares
|
$631,523
0.14% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
27,308
shares
|
$629,449
0.01% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
First National Corp
|
Oct 08, 2024 Q3 2024 |
26,944
shares
|
$621,059
0.42% of portfolio
|
Q3 2024
Added 11.34%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
25,734
shares
|
$593,168
1.09% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
23,580
shares
|
$543,519
0.02% of portfolio
|
Q1 2023
Reduced 0.15%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
23,276
shares
|
$536,511
0.0% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
22,029
shares
|
$507,768
0.06% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
21,737
shares
|
$501,037
0.0% of portfolio
|
Q3 2024
Reduced 4.39%
|
|
|
Foster Group, Inc.
|
Oct 07, 2024 Q3 2024 |
21,435
shares
|
$494,076
0.06% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
19,722
shares
|
$454,592
0.03% of portfolio
|
Q3 2024
Added 2.94%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
19,670
shares
|
$453,393
0.06% of portfolio
|
Q3 2024
Added 10.54%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
19,196
shares
|
$442,467
0.0% of portfolio
|
Q2 2024
Added 115.61%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
18,763
shares
|
$432,487
0.01% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
17,922
shares
|
$413,102
0.36% of portfolio
|
Q3 2024
Reduced 5.78%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
17,057
shares
|
$393,163
0.01% of portfolio
|
Q4 2022
Reduced 19.92%
|
|
|
Wade Financial Advisory, Inc
|
Oct 28, 2024 Q3 2024 |
15,386
shares
|
$354,647
0.36% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
15,371
shares
|
$354,301
0.54% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
15,301
shares
|
$352,688
0.19% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
15,197
shares
|
$350,290
0.13% of portfolio
|
Q3 2024
Added 6.23%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
14,928
shares
|
$344,090
0.0% of portfolio
|
Q3 2024
Added 20.54%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
14,717
shares
|
$339,226
0.0% of portfolio
|
Q3 2024
Added 32.55%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
14,648
shares
|
$337,636
0.07% of portfolio
|
Q2 2023
Reduced 7.03%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
14,471
shares
|
$333,556
0.06% of portfolio
|
Q2 2023
Added 2.41%
|