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 |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
44,412
shares
|
$1.13 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
43,944
shares
|
$1.12 Million
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
43,241
shares
|
$1.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 13.1%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
42,741
shares
|
$1.09 Million
0.12% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jul 09, 2025 Q2 2025 |
42,487
shares
|
$1.08 Million
0.3% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
37,863
shares
|
$965,506
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2025 Q2 2025 |
37,386
shares
|
$953,343
0.24% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
35,945
shares
|
$916,597
0.03% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
34,950
shares
|
$891,225
0.11% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Jul 30, 2025 Q2 2025 |
34,070
shares
|
$868,785
0.43% of portfolio
|
Q2 2025
Added 71.83%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
31,796
shares
|
$810,798
0.0% of portfolio
|
Q2 2025
Reduced 43.62%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
31,613
shares
|
$806,131
0.0% of portfolio
|
Q3 2024
Added 8.25%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jul 09, 2025 Q2 2025 |
31,150
shares
|
$794,325
0.21% of portfolio
|
Q2 2025
Reduced 13.81%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
31,045
shares
|
$791,647
0.0% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
30,586
shares
|
$779,943
0.21% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
28,993
shares
|
$739,321
0.06% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
28,555
shares
|
$728,152
0.35% of portfolio
|
Q1 2025
Reduced 8.05%
|
|
|
Sfmg, LLC
|
Aug 12, 2025 Q2 2025 |
27,996
shares
|
$713,898
0.05% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
26,110
shares
|
$665,805
0.0% of portfolio
|
Q2 2025
Added 60.89%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
24,879
shares
|
$634,414
0.24% of portfolio
|
Q2 2025
Reduced 12.86%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
24,600
shares
|
$627,300
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
24,119
shares
|
$615,034
0.22% of portfolio
|
Q2 2025
Added 22.54%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
23,933
shares
|
$610,291
0.0% of portfolio
|
Q2 2025
Added 49.05%
|
|
|
Litman Gregory Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
22,537
shares
|
$574,693
0.04% of portfolio
|
Q1 2025
Reduced 6.49%
|
|
|
Avant Capital LLC
Lafayette, LA |
Aug 14, 2025 Q2 2025 |
22,310
shares
|
$568,905
0.42% of portfolio
|
Q2 2025
Added 6.11%
|