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 $348 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
93,488
shares
|
$2.43 Million
0.28% of portfolio
|
Q3 2025
Reduced 3.31%
|
|
|
First National Corp
|
Oct 27, 2025 Q3 2025 |
86,927
shares
|
$2.26 Million
0.44% of portfolio
|
Q3 2025
Added 2.0%
|
|
|
Red Door Wealth Management, LLC
|
Oct 10, 2025 Q3 2025 |
86,728
shares
|
$2.25 Million
0.25% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 10, 2025 Q3 2025 |
86,330
shares
|
$2.24 Million
0.14% of portfolio
|
Q3 2025
Reduced 3.52%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Oct 09, 2025 Q3 2025 |
85,973
shares
|
$2.23 Million
0.5% of portfolio
|
Q3 2025
New holding
|
|
|
James Investment Research Inc
|
Oct 31, 2025 Q3 2025 |
84,990
shares
|
$2.21 Million
0.25% of portfolio
|
Q3 2025
Added 16.11%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
84,182
shares
|
$2.18 Million
0.0% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
78,469
shares
|
$2.04 Million
0.0% of portfolio
|
Q3 2025
Added 48.35%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
73,067
shares
|
$1.9 Million
0.89% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
70,740
shares
|
$1.84 Million
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Townsend Asset Management Corp
|
Oct 16, 2025 Q3 2025 |
68,420
shares
|
$1.78 Million
0.63% of portfolio
|
Q3 2025
Reduced 47.39%
|
|
|
Foster Group, Inc.
|
Oct 14, 2025 Q3 2025 |
67,078
shares
|
$1.74 Million
0.06% of portfolio
|
Q3 2025
Added 3.02%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
60,788
shares
|
$1.58 Million
0.0% of portfolio
|
Q2 2025
Reduced 20.59%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
57,569
shares
|
$1.49 Million
0.0% of portfolio
|
Q2 2025
Added 10.35%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
56,794
shares
|
$1.47 Million
0.01% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
56,283
shares
|
$1.46 Million
0.69% of portfolio
|
Q3 2025
Added 65.2%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
55,345
shares
|
$1.44 Million
0.0% of portfolio
|
Q1 2025
Added 7.2%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
54,666
shares
|
$1.42 Million
0.0% of portfolio
|
Q2 2025
Added 9.88%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
54,096
shares
|
$1.4 Million
0.02% of portfolio
|
Q4 2024
Added 174.29%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
54,023
shares
|
$1.4 Million
0.1% of portfolio
|
Q3 2025
Added 8.43%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
51,171
shares
|
$1.33 Million
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Values Added Financial LLC
Washington, DC |
Oct 31, 2025 Q3 2025 |
49,678
shares
|
$1.29 Million
0.57% of portfolio
|
Q1 2025
Added 8.52%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
49,107
shares
|
$1.27 Million
0.03% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
49,069
shares
|
$1.27 Million
0.0% of portfolio
|
Q2 2025
Reduced 65.1%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
Aug 14, 2025 Q2 2025 |
48,270
shares
|
$1.25 Million
0.98% of portfolio
|
Q2 2025
Added 0.13%
|