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 142 institutions that hold shares in the stock, with a total of 5.53 Million shares, which have been reported (via 13F filing form) to have a value of $134 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
609
shares
|
$14,756
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
561
shares
|
$13,593
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
465
shares
|
$11,266
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
450
shares
|
$10,903
0.0% of portfolio
|
Q2 2024
Reduced 34.5%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
336
shares
|
$8,141
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
300
shares
|
$7,269
0.0% of portfolio
|
Q3 2022
Reduced 67.18%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
300
shares
|
$7,269
0.0% of portfolio
|
Q3 2023
Reduced 40.0%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
190
shares
|
$4,603
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
170
shares
|
$4,119
0.0% of portfolio
|
Q3 2024
Added 70.0%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
86
shares
|
$2,083
0.0% of portfolio
|
Q4 2024
Added 196.55%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
77
shares
|
$1,865
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
37
shares
|
$896
0.0% of portfolio
|
Q1 2024
Added 23.33%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
22
shares
|
$533
0.0% of portfolio
|
Q1 2023
Added 2100.0%
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
15
shares
|
$363
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 08, 2024 Q3 2024 |
2
shares
|
$48
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1
shares
|
$24
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|