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 |
|---|---|---|---|---|---|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
5,903
shares
|
$152,887
0.01% of portfolio
|
Q2 2025
Reduced 6.54%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
5,096
shares
|
$131,986
0.01% of portfolio
|
Q3 2025
Added 348.2%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
4,788
shares
|
$124,009
0.01% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
4,650
shares
|
$120,435
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
4,424
shares
|
$114,581
0.02% of portfolio
|
Q2 2024
Reduced 1.87%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
4,191
shares
|
$108,546
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Cheviot Value Management, LLC
|
Oct 31, 2025 Q3 2025 |
4,035
shares
|
$104,506
0.01% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
3,476
shares
|
$90,028
0.0% of portfolio
|
Q3 2025
Reduced 13.77%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
3,088
shares
|
$79,979
0.0% of portfolio
|
Q3 2025
Added 23.52%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
3,005
shares
|
$77,829
0.0% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
2,787
shares
|
$72,183
0.0% of portfolio
|
Q1 2025
Added 3140.7%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
2,686
shares
|
$69,567
0.0% of portfolio
|
Q3 2025
Reduced 8.48%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
2,343
shares
|
$60,683
0.0% of portfolio
|
Q3 2025
Added 2.58%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
2,022
shares
|
$52,369
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Nov 05, 2025 Q3 2025 |
2,000
shares
|
$51,800
0.01% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
1,923
shares
|
$49,805
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
1,416
shares
|
$36,674
0.0% of portfolio
|
Q2 2025
Reduced 40.85%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
1,350
shares
|
$34,965
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
1,110
shares
|
$28,749
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
1,044
shares
|
$27,039
0.1% of portfolio
|
Q4 2022
Reduced 77.13%
|
|
|
Tower View Investment Management & Research LLC
|
Oct 16, 2025 Q3 2025 |
1,010
shares
|
$26,159
0.01% of portfolio
|
Q3 2025
Reduced 58.16%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
1,000
shares
|
$25,900
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
900
shares
|
$23,310
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
900
shares
|
$23,310
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
871
shares
|
$22,558
0.0% of portfolio
|
Q4 2023
Added 0.46%
|
|