Schwab Fundamental U S Broad M FNDB
Institutional shares held
3.87 Million
0
calls
0
puts
Total value of holdings
$91.4M
$0
calls
$0
puts
# of Institutions
141
We take great care to ensure that the data presented and summarized in this overview for SCHWAB FUNDAMENTAL U S BROAD M is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding FNDB
View all-
Financial Consulate, Inc554KShares$13.1 Million10.9% of portfolio
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Callan Capital, LLC La Jolla, CA459KShares$10.8 Million2.48% of portfolio
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High Tower Advisors, LLC Chicago, IL218KShares$5.14 Million0.02% of portfolio
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Systelligence, LLC198KShares$4.68 Million3.7% of portfolio
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Sound Stewardship, LLC Overland Park, KS196KShares$4.63 Million7.81% of portfolio
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Opes Wealth Management LLC Menlo Park, CA169KShares$3.99 Million2.33% of portfolio
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Cambridge Investment Research Advisors, Inc.164KShares$3.86 Million0.04% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL123KShares$2.9 Million0.01% of portfolio
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Brightwater Advisory LLC Tampa, FL107KShares$2.53 Million5.55% of portfolio
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Morgan Stanley New York, NY89.1KShares$2.1 Million0.0% of portfolio