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 |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
23,962
shares
|
$620,615
0.0% of portfolio
|
Q2 2025
Added 49.05%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
23,655
shares
|
$612,664
0.22% of portfolio
|
Q3 2025
Reduced 4.92%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
22,537
shares
|
$583,708
0.04% of portfolio
|
Q1 2025
Reduced 6.49%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
22,029
shares
|
$570,551
0.02% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
21,748
shares
|
$563,273
0.01% of portfolio
|
Q3 2025
Reduced 8.71%
|
|
|
Vanguard Capital Wealth Advisors
|
Oct 30, 2025 Q3 2025 |
19,842
shares
|
$513,907
0.43% of portfolio
|
Q3 2025
Added 2.5%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
18,787
shares
|
$486,583
0.02% of portfolio
|
Q3 2025
Added 7.82%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
18,780
shares
|
$486,402
0.01% of portfolio
|
Q3 2025
Added 49.01%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
18,349
shares
|
$475,239
0.04% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
17,549
shares
|
$454,519
0.04% of portfolio
|
Q1 2025
Added 4.93%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
17,090
shares
|
$442,631
0.0% of portfolio
|
Q3 2025
Added 7.8%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
16,385
shares
|
$424,371
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Nov 13, 2025 Q3 2025 |
15,943
shares
|
$412,923
0.07% of portfolio
|
Q3 2025
Reduced 20.71%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
15,258
shares
|
$395,182
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
15,000
shares
|
$388,500
0.01% of portfolio
|
Q3 2025
Added 69.59%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
14,823
shares
|
$383,915
0.01% of portfolio
|
Q1 2025
Reduced 15.72%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
14,580
shares
|
$377,622
0.01% of portfolio
|
Q1 2025
Reduced 12.63%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Nov 07, 2025 Q3 2025 |
14,484
shares
|
$375,135
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
14,471
shares
|
$374,798
0.06% of portfolio
|
Q2 2023
Added 2.41%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Nov 14, 2025 Q3 2025 |
13,255
shares
|
$343,304
0.0% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
13,114
shares
|
$339,652
0.0% of portfolio
|
Q2 2025
Reduced 36.51%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
12,786
shares
|
$331,157
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
12,273
shares
|
$317,870
0.0% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
12,209
shares
|
$316,213
0.02% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
11,955
shares
|
$309,634
0.02% of portfolio
|
Q1 2025
New holding
|
|