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 166 institutions that hold shares in the stock, with a total of 13.6 Million shares, which have been reported (via 13F filing form) to have a value of $346 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
105,719
shares
|
$2.7 Million
0.0% of portfolio
|
Q2 2025
Reduced 15.86%
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
98,247
shares
|
$2.51 Million
0.15% of portfolio
|
Q2 2025
Added 11.03%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
96,693
shares
|
$2.47 Million
0.28% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jul 21, 2025 Q2 2025 |
89,484
shares
|
$2.28 Million
0.13% of portfolio
|
Q1 2025
Added 5.31%
|
|
|
Red Door Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
86,728
shares
|
$2.21 Million
0.26% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
85,225
shares
|
$2.17 Million
0.42% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
83,401
shares
|
$2.13 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.73%
|
|
|
James Investment Research Inc
|
Aug 01, 2025 Q2 2025 |
73,197
shares
|
$1.87 Million
0.22% of portfolio
|
Q2 2025
Added 7.92%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jul 22, 2025 Q2 2025 |
73,067
shares
|
$1.86 Million
0.91% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
70,740
shares
|
$1.8 Million
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
65,114
shares
|
$1.66 Million
0.06% of portfolio
|
Q2 2025
Added 6.74%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
60,788
shares
|
$1.55 Million
0.0% of portfolio
|
Q2 2025
Reduced 20.59%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
57,569
shares
|
$1.47 Million
0.0% of portfolio
|
Q2 2025
Added 10.35%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
56,794
shares
|
$1.45 Million
0.01% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
55,345
shares
|
$1.41 Million
0.0% of portfolio
|
Q1 2025
Added 7.2%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
54,666
shares
|
$1.39 Million
0.0% of portfolio
|
Q2 2025
Added 9.88%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
54,096
shares
|
$1.38 Million
0.02% of portfolio
|
Q4 2024
Added 174.29%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
52,895
shares
|
$1.35 Million
0.0% of portfolio
|
Q2 2025
Added 186.09%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
51,171
shares
|
$1.3 Million
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
49,823
shares
|
$1.27 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Values Added Financial LLC
Washington, DC |
Jul 23, 2025 Q2 2025 |
49,678
shares
|
$1.27 Million
0.58% of portfolio
|
Q1 2025
Added 8.52%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
49,107
shares
|
$1.25 Million
0.03% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
Aug 14, 2025 Q2 2025 |
48,270
shares
|
$1.23 Million
0.98% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
46,357
shares
|
$1.18 Million
0.54% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
45,843
shares
|
$1.17 Million
0.36% of portfolio
|
Q1 2025
Reduced 0.68%
|