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 |
|---|---|---|---|---|---|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
Nov 12, 2025 Q3 2025 |
49,664
shares
|
$1.29 Million
0.99% of portfolio
|
Q3 2025
Added 2.89%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
46,538
shares
|
$1.21 Million
0.52% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
45,843
shares
|
$1.19 Million
0.36% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
45,538
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2025
Added 2.54%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
43,944
shares
|
$1.14 Million
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Nov 13, 2025 Q3 2025 |
43,463
shares
|
$1.13 Million
0.13% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
43,175
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Oct 20, 2025 Q3 2025 |
42,621
shares
|
$1.1 Million
0.29% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
41,460
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2025
Added 58.79%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
39,459
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2025
Reduced 28.7%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
37,863
shares
|
$980,651
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
35,099
shares
|
$909,064
0.12% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Oct 07, 2025 Q3 2025 |
35,016
shares
|
$906,914
0.24% of portfolio
|
Q3 2025
Added 12.41%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Nov 14, 2025 Q3 2025 |
34,863
shares
|
$902,951
0.23% of portfolio
|
Q3 2025
Reduced 6.75%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
34,417
shares
|
$891,400
0.03% of portfolio
|
Q3 2025
Reduced 4.25%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
31,613
shares
|
$818,776
0.0% of portfolio
|
Q3 2024
Added 8.25%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
31,045
shares
|
$804,065
0.0% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
30,974
shares
|
$802,226
0.22% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
29,238
shares
|
$757,264
0.06% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
28,276
shares
|
$732,348
0.26% of portfolio
|
Q3 2025
Added 17.24%
|
|
|
Sfmg, LLC
|
Nov 13, 2025 Q3 2025 |
27,996
shares
|
$725,096
0.05% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
27,940
shares
|
$723,646
0.35% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
24,600
shares
|
$637,140
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Avant Capital LLC
Lafayette, LA |
Nov 10, 2025 Q3 2025 |
24,381
shares
|
$631,467
0.45% of portfolio
|
Q3 2025
Added 9.28%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Nov 03, 2025 Q3 2025 |
24,253
shares
|
$628,152
0.1% of portfolio
|
Q3 2025
Added 46.33%
|
|