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 |
|---|---|---|---|---|---|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
46,120
shares
|
$1.07 Million
0.19% of portfolio
|
Q4 2024
Added 201.42%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
45,843
shares
|
$1.06 Million
0.36% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
43,944
shares
|
$1.02 Million
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
42,681
shares
|
$986,784
0.11% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
May 13, 2025 Q1 2025 |
42,350
shares
|
$979,132
0.3% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
38,699
shares
|
$894,720
0.25% of portfolio
|
Q1 2025
Reduced 25.34%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
37,863
shares
|
$875,392
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Apr 10, 2025 Q1 2025 |
36,140
shares
|
$835,556
0.26% of portfolio
|
Q1 2025
Reduced 4.16%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
36,049
shares
|
$833,452
0.03% of portfolio
|
Q1 2025
Reduced 3.73%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
34,800
shares
|
$804,576
0.12% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Bcgm Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
34,146
shares
|
$789,455
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
31,613
shares
|
$730,892
0.0% of portfolio
|
Q3 2024
Added 8.25%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
31,348
shares
|
$724,765
0.23% of portfolio
|
Q1 2025
Reduced 17.46%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
31,045
shares
|
$717,760
0.0% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
29,975
shares
|
$693,022
0.05% of portfolio
|
Q1 2025
Reduced 29.42%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
29,936
shares
|
$692,120
0.07% of portfolio
|
Q4 2024
Added 162.94%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
28,555
shares
|
$660,191
0.37% of portfolio
|
Q1 2025
Reduced 8.05%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
28,551
shares
|
$660,099
0.28% of portfolio
|
Q1 2025
Reduced 10.34%
|
|
|
Sfmg, LLC
|
May 09, 2025 Q1 2025 |
27,996
shares
|
$647,267
0.05% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
24,600
shares
|
$568,752
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Km Capital Management Ltd.
Austin, TX |
May 02, 2025 Q1 2025 |
24,164
shares
|
$558,671
0.3% of portfolio
|
Q1 2025
Reduced 6.91%
|
|
|
Litman Gregory Wealth Management LLC
|
May 02, 2025 Q1 2025 |
22,537
shares
|
$521,055
0.04% of portfolio
|
Q1 2025
Reduced 6.49%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
22,029
shares
|
$509,310
0.02% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
Avant Capital LLC
Lafayette, LA |
May 12, 2025 Q1 2025 |
21,026
shares
|
$486,121
0.41% of portfolio
|
Q1 2025
Added 7.16%
|
|
|
Vanguard Capital Wealth Advisors
|
Apr 11, 2025 Q1 2025 |
20,714
shares
|
$478,907
0.6% of portfolio
|
Q1 2025
Added 4.82%
|