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 |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
11,729
shares
|
$283,255
0.0% of portfolio
|
Q3 2024
Added 7.15%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
11,385
shares
|
$274,947
0.08% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
10,860
shares
|
$262,269
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
10,735
shares
|
$259,250
0.0% of portfolio
|
Q3 2024
Added 162.79%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
10,624
shares
|
$256,569
0.39% of portfolio
|
Q1 2024
Reduced 0.38%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
10,535
shares
|
$254,420
0.0% of portfolio
|
Q3 2024
Added 218.57%
|
|
|
Sfmg, LLC
|
Nov 25, 2024 Q3 2024 |
9,332
shares
|
$225,367
0.05% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
8,843
shares
|
$213,558
0.03% of portfolio
|
Q4 2024
Added 199.97%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Nov 14, 2024 Q3 2024 |
8,653
shares
|
$208,969
0.33% of portfolio
|
Q3 2024
Added 22.53%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
7,049
shares
|
$170,233
0.06% of portfolio
|
Q4 2024
Added 357.13%
|
|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
6,550
shares
|
$158,182
0.08% of portfolio
|
Q4 2024
Added 200.05%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
6,532
shares
|
$157,747
0.0% of portfolio
|
Q3 2024
Added 13.23%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
6,346
shares
|
$153,255
0.03% of portfolio
|
Q3 2024
Reduced 38.18%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
6,276
shares
|
$151,565
0.03% of portfolio
|
Q4 2024
Added 165.71%
|
|
|
Vanguard Capital Wealth Advisors
|
Oct 25, 2024 Q3 2024 |
6,226
shares
|
$150,357
0.43% of portfolio
|
Q3 2024
Added 78.34%
|
|
|
Avant Capital LLC
Lafayette, LA |
Nov 07, 2023 Q3 2023 |
6,168
shares
|
$148,957
0.39% of portfolio
|
Q3 2023
Added 16.22%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
6,105
shares
|
$147,435
0.0% of portfolio
|
Q3 2024
Added 55.94%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
6,042
shares
|
$145,914
0.07% of portfolio
|
Q2 2020
New holding
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
6,022
shares
|
$145,431
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Oct 18, 2024 Q3 2024 |
5,525
shares
|
$133,428
0.09% of portfolio
|
Q2 2023
Added 0.49%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
5,424
shares
|
$130,989
0.0% of portfolio
|
Q3 2024
Reduced 29.01%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
4,895
shares
|
$118,214
0.0% of portfolio
|
Q3 2024
Added 23.96%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
4,747
shares
|
$114,640
0.01% of portfolio
|
Q3 2024
Reduced 17.91%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
4,262
shares
|
$102,927
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
4,255
shares
|
$102,758
0.0% of portfolio
|
Q3 2024
Reduced 6.13%
|