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 145 institutions that hold shares in the stock, with a total of 4.13 Million shares, which have been reported (via 13F filing form) to have a value of $96.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Consulate, Inc
|
Oct 21, 2024 Q3 2024 |
553,625
shares
|
$12.8 Million
10.9% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
457,784
shares
|
$10.6 Million
2.26% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
220,509
shares
|
$5.08 Million
0.02% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Systelligence, LLC
|
Nov 04, 2024 Q3 2024 |
201,315
shares
|
$4.64 Million
3.74% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Oct 24, 2024 Q3 2024 |
198,159
shares
|
$4.57 Million
7.83% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
191,396
shares
|
$4.41 Million
0.05% of portfolio
|
Q3 2024
Added 16.98%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
170,538
shares
|
$3.93 Million
2.33% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
131,540
shares
|
$3.03 Million
0.49% of portfolio
|
Q4 2024
Added 151.77%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
122,892
shares
|
$2.83 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
114,349
shares
|
$2.64 Million
0.0% of portfolio
|
Q3 2024
Added 62.82%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Oct 08, 2024 Q3 2024 |
107,155
shares
|
$2.47 Million
5.55% of portfolio
|
Q3 2024
Reduced 4.95%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
106,872
shares
|
$2.46 Million
0.0% of portfolio
|
Q3 2024
Added 19.93%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
83,672
shares
|
$1.93 Million
0.0% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
73,557
shares
|
$1.7 Million
0.0% of portfolio
|
Q3 2024
Added 5.89%
|
|
|
Guardian Financial Partners, LLC
|
Oct 31, 2024 Q3 2024 |
63,199
shares
|
$1.46 Million
3.47% of portfolio
|
Q3 2024
Reduced 8.53%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Oct 15, 2024 Q3 2024 |
62,140
shares
|
$1.43 Million
1.01% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Townsend Asset Management Corp
|
Oct 21, 2024 Q3 2024 |
50,999
shares
|
$1.18 Million
1.34% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Mezzasalma Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
48,780
shares
|
$1.12 Million
1.35% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
39,816
shares
|
$917,758
0.0% of portfolio
|
Q3 2024
Reduced 5.76%
|
|
|
Kaizen Financial Strategies
|
Nov 04, 2024 Q3 2024 |
37,061
shares
|
$854,256
1.57% of portfolio
|
Q3 2024
Added 9.92%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
33,792
shares
|
$778,905
0.34% of portfolio
|
Q3 2024
Reduced 13.34%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
31,613
shares
|
$728,679
0.0% of portfolio
|
Q3 2024
Added 8.25%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
30,896
shares
|
$712,152
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
29,961
shares
|
$690,601
0.0% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Red Door Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
28,889
shares
|
$665,891
0.36% of portfolio
|
Q2 2021
Reduced 4.88%
|