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 |
|---|---|---|---|---|---|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
11,915
shares
|
$308,598
0.03% of portfolio
|
Q3 2022
Added 0.01%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
11,736
shares
|
$303,962
0.0% of portfolio
|
Q3 2025
Added 19.9%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
11,600
shares
|
$300,440
0.0% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Bcgm Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
11,020
shares
|
$285,418
0.08% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
10,971
shares
|
$284,148
0.0% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Sage Financial Management Group, Inc.
|
Oct 23, 2025 Q3 2025 |
10,605
shares
|
$274,669
0.09% of portfolio
|
Q2 2025
Reduced 39.52%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
10,528
shares
|
$272,675
0.0% of portfolio
|
Q3 2025
Added 47.76%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
9,884
shares
|
$255,995
0.02% of portfolio
|
Q3 2025
Reduced 24.0%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
9,516
shares
|
$246,464
0.0% of portfolio
|
Q3 2025
Added 7.21%
|
|
|
Winthrop Advisory Group LLC
|
Oct 24, 2025 Q3 2025 |
9,202
shares
|
$238,331
0.02% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
9,172
shares
|
$237,554
0.0% of portfolio
|
Q2 2025
Added 33.84%
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
8,943
shares
|
$231,623
0.08% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
8,843
shares
|
$229,033
0.02% of portfolio
|
Q4 2024
Added 199.97%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
8,557
shares
|
$221,626
0.02% of portfolio
|
Q3 2025
Reduced 3.03%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
8,473
shares
|
$219,450
0.0% of portfolio
|
Q3 2025
Reduced 2.61%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
8,187
shares
|
$212,043
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
8,148
shares
|
$211,033
0.04% of portfolio
|
Q3 2025
Reduced 3.38%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
7,530
shares
|
$195,027
0.09% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
7,443
shares
|
$192,773
0.0% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
6,938
shares
|
$179,694
0.16% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
6,765
shares
|
$175,213
0.05% of portfolio
|
Q3 2025
Reduced 3.34%
|
|
|
S.A. Mason LLC
|
Oct 14, 2025 Q3 2025 |
6,554
shares
|
$169,748
0.08% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
6,210
shares
|
$160,839
0.02% of portfolio
|
Q2 2025
Reduced 22.67%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
6,042
shares
|
$156,487
0.07% of portfolio
|
Q2 2020
New holding
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
6,022
shares
|
$155,969
0.05% of portfolio
|
Q1 2023
New holding
|
|