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 168 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 |
|---|---|---|---|---|---|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
1,337,085
shares
|
$34.6 Million
2.28% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
1,309,642
shares
|
$33.9 Million
1.17% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
1,223,305
shares
|
$31.7 Million
4.64% of portfolio
|
Q3 2025
Reduced 14.02%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Nov 24, 2025 Q3 2025 |
723,173
shares
|
$18.7 Million
3.28% of portfolio
|
Q3 2025
Added 3.05%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
700,002
shares
|
$18.1 Million
0.05% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
692,173
shares
|
$17.9 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Oct 14, 2025 Q3 2025 |
633,824
shares
|
$16.4 Million
7.83% of portfolio
|
Q3 2025
Added 2.81%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
476,377
shares
|
$12.3 Million
0.0% of portfolio
|
Q3 2025
Added 74.45%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
440,119
shares
|
$11.4 Million
0.0% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
398,202
shares
|
$10.3 Million
0.0% of portfolio
|
Q3 2025
Added 4.5%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Nov 07, 2025 Q3 2025 |
284,221
shares
|
$7.36 Million
5.02% of portfolio
|
Q3 2025
Reduced 2.13%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
280,389
shares
|
$7.26 Million
0.0% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
267,613
shares
|
$6.93 Million
0.0% of portfolio
|
Q3 2025
Added 2.06%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
247,636
shares
|
$6.41 Million
0.0% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Oct 14, 2025 Q3 2025 |
177,513
shares
|
$4.6 Million
0.87% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Guardian Financial Partners, LLC
|
Oct 09, 2025 Q3 2025 |
168,271
shares
|
$4.36 Million
2.39% of portfolio
|
Q3 2025
Reduced 3.48%
|
|
|
Mezzasalma Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
146,113
shares
|
$3.78 Million
1.01% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
146,084
shares
|
$3.78 Million
0.01% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
125,537
shares
|
$3.25 Million
0.43% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
122,892
shares
|
$3.18 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Aspiring Ventures, LLC
Cincinnati, OH |
Nov 07, 2025 Q3 2025 |
117,800
shares
|
$3.05 Million
1.03% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
113,832
shares
|
$2.95 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
106,175
shares
|
$2.75 Million
0.0% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 10, 2025 Q3 2025 |
98,501
shares
|
$2.55 Million
0.85% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
97,608
shares
|
$2.53 Million
0.0% of portfolio
|
Q3 2025
Added 78.55%
|
|