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 156 institutions that hold shares in the stock, with a total of 12.4 Million shares, which have been reported (via 13F filing form) to have a value of $266 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Red Door Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
86,667
shares
|
$1.86 Million
0.33% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
86,327
shares
|
$1.85 Million
0.01% of portfolio
|
Q4 2024
Added 216.12%
|
|
|
First National Corp
|
Apr 11, 2025 Q1 2025 |
85,225
shares
|
$1.83 Million
0.45% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
84,145
shares
|
$1.81 Million
0.14% of portfolio
|
Q4 2024
Added 207.12%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
83,195
shares
|
$1.79 Million
0.01% of portfolio
|
Q4 2024
Added 196.0%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
79,385
shares
|
$1.7 Million
0.0% of portfolio
|
Q4 2024
Added 313.55%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jan 24, 2025 Q4 2024 |
76,317
shares
|
$1.64 Million
0.98% of portfolio
|
Q4 2024
Added 196.56%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
72,806
shares
|
$1.56 Million
0.0% of portfolio
|
Q4 2024
Added 212.79%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
70,740
shares
|
$1.52 Million
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Foster Group, Inc.
|
Apr 10, 2025 Q1 2025 |
61,003
shares
|
$1.31 Million
0.05% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
56,809
shares
|
$1.22 Million
0.16% of portfolio
|
Q4 2024
Added 273.82%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
56,766
shares
|
$1.22 Million
0.01% of portfolio
|
Q4 2024
Added 202.54%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
54,096
shares
|
$1.16 Million
0.03% of portfolio
|
Q4 2024
Added 174.29%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jan 31, 2025 Q4 2024 |
52,107
shares
|
$1.12 Million
0.05% of portfolio
|
Q4 2024
Added 164.91%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Feb 12, 2025 Q4 2024 |
51,834
shares
|
$1.11 Million
0.33% of portfolio
|
Q4 2024
Added 189.22%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
Feb 14, 2025 Q4 2024 |
51,805
shares
|
$1.11 Million
1.19% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
51,630
shares
|
$1.11 Million
0.0% of portfolio
|
Q4 2024
Added 137.52%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
51,171
shares
|
$1.1 Million
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
50,740
shares
|
$1.09 Million
0.0% of portfolio
|
Q4 2024
Added 239.9%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
46,196
shares
|
$991,828
0.56% of portfolio
|
Q4 2024
Added 200.54%
|
|
|
Wade Financial Advisory, Inc
|
Jan 22, 2025 Q4 2024 |
46,158
shares
|
$991,012
0.36% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
46,120
shares
|
$990,196
0.19% of portfolio
|
Q4 2024
Added 201.42%
|
|
|
Values Added Financial LLC
Washington, DC |
Jan 29, 2025 Q4 2024 |
45,778
shares
|
$982,853
0.62% of portfolio
|
Q4 2024
Added 874.0%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
44,145
shares
|
$947,793
0.0% of portfolio
|
Q4 2024
Added 199.96%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
43,944
shares
|
$943,477
0.07% of portfolio
|
Q4 2024
Added 200.0%
|