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 167 institutions that hold shares in the stock, with a total of 13.4 Million shares, which have been reported (via 13F filing form) to have a value of $340 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
1,337,085
shares
|
$34 Million
2.28% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
1,293,595
shares
|
$32.9 Million
1.22% of portfolio
|
Q2 2025
Added 106368.72%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
1,223,305
shares
|
$31.1 Million
4.64% of portfolio
|
Q3 2025
Reduced 14.02%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jul 30, 2025 Q2 2025 |
701,803
shares
|
$17.8 Million
3.04% of portfolio
|
Q2 2025
Added 10.59%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
695,144
shares
|
$17.7 Million
0.02% of portfolio
|
Q2 2025
Added 3.29%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
686,144
shares
|
$17.4 Million
0.05% of portfolio
|
Q2 2025
Added 12.15%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Oct 14, 2025 Q3 2025 |
633,824
shares
|
$16.1 Million
7.83% of portfolio
|
Q3 2025
Added 2.81%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
435,216
shares
|
$11.1 Million
0.0% of portfolio
|
Q2 2025
Added 6.02%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
381,048
shares
|
$9.69 Million
0.0% of portfolio
|
Q2 2025
Added 5.87%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
296,026
shares
|
$7.52 Million
5.38% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
279,639
shares
|
$7.11 Million
0.0% of portfolio
|
Q2 2025
Reduced 37.27%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
273,068
shares
|
$6.94 Million
0.0% of portfolio
|
Q2 2025
Added 217.63%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
262,206
shares
|
$6.67 Million
0.0% of portfolio
|
Q2 2025
Added 6.23%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
245,556
shares
|
$6.24 Million
0.0% of portfolio
|
Q2 2025
Added 28.77%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Oct 14, 2025 Q3 2025 |
177,513
shares
|
$4.51 Million
0.87% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Guardian Financial Partners, LLC
|
Oct 09, 2025 Q3 2025 |
168,271
shares
|
$4.28 Million
2.39% of portfolio
|
Q3 2025
Reduced 3.48%
|
|
|
Mezzasalma Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
146,113
shares
|
$3.71 Million
1.01% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
145,641
shares
|
$3.7 Million
0.01% of portfolio
|
Q2 2025
Added 63.02%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
125,537
shares
|
$3.19 Million
0.43% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
122,892
shares
|
$3.12 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Aspiring Ventures, LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
121,366
shares
|
$3.09 Million
1.28% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Kaizen Financial Strategies
|
Aug 08, 2025 Q2 2025 |
117,633
shares
|
$2.99 Million
1.54% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
115,672
shares
|
$2.94 Million
0.0% of portfolio
|
Q2 2025
Added 6.02%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
105,719
shares
|
$2.69 Million
0.0% of portfolio
|
Q2 2025
Reduced 15.86%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
97,607
shares
|
$2.48 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.65%
|