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 144 institutions that hold shares in the stock, with a total of 6.51 Million shares, which have been reported (via 13F filing form) to have a value of $157 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sound Stewardship, LLC
Overland Park, KS |
Jan 22, 2025 Q4 2024 |
582,573
shares
|
$14.1 Million
8.05% of portfolio
|
Q4 2024
Added 193.99%
|
|
|
Financial Consulate, Inc
|
Oct 21, 2024 Q3 2024 |
553,625
shares
|
$13.4 Million
10.9% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jan 30, 2025 Q4 2024 |
518,825
shares
|
$12.5 Million
2.48% of portfolio
|
Q4 2024
Added 204.23%
|
|
|
Systelligence, LLC
|
Jan 31, 2025 Q4 2024 |
461,048
shares
|
$11.1 Million
2.83% of portfolio
|
Q4 2024
Added 129.02%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
457,784
shares
|
$11.1 Million
2.26% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
220,509
shares
|
$5.33 Million
0.02% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
191,396
shares
|
$4.62 Million
0.05% of portfolio
|
Q3 2024
Added 16.98%
|
|
|
Guardian Financial Partners, LLC
|
Jan 14, 2025 Q4 2024 |
186,822
shares
|
$4.51 Million
3.21% of portfolio
|
Q4 2024
Added 195.61%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jan 16, 2025 Q4 2024 |
184,958
shares
|
$4.47 Million
0.99% of portfolio
|
Q4 2024
Added 197.65%
|
|
|
Mezzasalma Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
141,997
shares
|
$3.43 Million
1.11% of portfolio
|
Q4 2024
Added 191.1%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
131,540
shares
|
$3.18 Million
0.49% of portfolio
|
Q4 2024
Added 151.77%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
122,892
shares
|
$2.97 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Aspiring Ventures, LLC
Cincinnati, OH |
Jan 21, 2025 Q4 2024 |
121,666
shares
|
$2.94 Million
1.83% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
114,349
shares
|
$2.76 Million
0.0% of portfolio
|
Q3 2024
Added 62.82%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Oct 08, 2024 Q3 2024 |
107,155
shares
|
$2.59 Million
5.55% of portfolio
|
Q3 2024
Reduced 4.95%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
106,872
shares
|
$2.58 Million
0.0% of portfolio
|
Q3 2024
Added 19.93%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
99,273
shares
|
$2.4 Million
0.32% of portfolio
|
Q4 2024
Added 193.78%
|
|
|
Red Door Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
86,667
shares
|
$2.09 Million
0.33% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
First National Corp
|
Jan 29, 2025 Q4 2024 |
85,090
shares
|
$2.05 Million
0.47% of portfolio
|
Q4 2024
Added 215.8%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
84,969
shares
|
$2.05 Million
0.14% of portfolio
|
Q4 2024
Added 197.1%
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
84,145
shares
|
$2.03 Million
0.14% of portfolio
|
Q4 2024
Added 207.12%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
83,672
shares
|
$2.02 Million
0.0% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jan 24, 2025 Q4 2024 |
76,317
shares
|
$1.84 Million
0.98% of portfolio
|
Q4 2024
Added 196.56%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
73,557
shares
|
$1.78 Million
0.0% of portfolio
|
Q3 2024
Added 5.89%
|
|
|
Foster Group, Inc.
|
Jan 22, 2025 Q4 2024 |
60,741
shares
|
$1.47 Million
0.06% of portfolio
|
Q4 2024
Added 183.37%
|