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 165 institutions that hold shares in the stock, with a total of 12.5 Million shares, which have been reported (via 13F filing form) to have a value of $289 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
89,342
shares
|
$2.07 Million
0.01% of portfolio
|
Q1 2025
Added 3.49%
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
88,490
shares
|
$2.05 Million
0.14% of portfolio
|
Q1 2025
Added 5.16%
|
|
|
Red Door Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
86,728
shares
|
$2.01 Million
0.31% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
85,970
shares
|
$1.99 Million
0.0% of portfolio
|
Q1 2025
Added 8.3%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
85,742
shares
|
$1.98 Million
0.0% of portfolio
|
Q1 2025
Added 17.77%
|
|
|
First National Corp
|
Apr 11, 2025 Q1 2025 |
85,225
shares
|
$1.97 Million
0.45% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
82,095
shares
|
$1.9 Million
0.0% of portfolio
|
Q1 2025
Added 821.79%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
76,549
shares
|
$1.77 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.99%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
73,217
shares
|
$1.69 Million
0.95% of portfolio
|
Q1 2025
Reduced 4.06%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
70,740
shares
|
$1.64 Million
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
67,824
shares
|
$1.57 Million
0.2% of portfolio
|
Q1 2025
Added 19.39%
|
|
|
Foster Group, Inc.
|
Apr 10, 2025 Q1 2025 |
61,003
shares
|
$1.41 Million
0.05% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
56,794
shares
|
$1.31 Million
0.01% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
56,398
shares
|
$1.3 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
55,345
shares
|
$1.28 Million
0.0% of portfolio
|
Q1 2025
Added 7.2%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
54,096
shares
|
$1.25 Million
0.03% of portfolio
|
Q4 2024
Added 174.29%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
52,169
shares
|
$1.21 Million
0.0% of portfolio
|
Q1 2025
Added 2.82%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
51,171
shares
|
$1.18 Million
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
49,760
shares
|
$1.15 Million
0.0% of portfolio
|
Q1 2025
Added 18.17%
|
|
|
Values Added Financial LLC
Washington, DC |
Apr 28, 2025 Q1 2025 |
49,678
shares
|
$1.15 Million
0.63% of portfolio
|
Q1 2025
Added 8.52%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
49,651
shares
|
$1.15 Million
0.0% of portfolio
|
Q4 2024
Reduced 11.55%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
49,247
shares
|
$1.14 Million
0.0% of portfolio
|
Q1 2025
Added 11.56%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
May 09, 2025 Q1 2025 |
48,949
shares
|
$1.13 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
May 13, 2025 Q1 2025 |
48,208
shares
|
$1.11 Million
1.01% of portfolio
|
Q1 2025
Reduced 6.94%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
46,276
shares
|
$1.07 Million
0.55% of portfolio
|
Q1 2025
Added 0.17%
|