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 |
|---|---|---|---|---|---|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
46,538
shares
|
$1.21 Million
0.52% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
45,843
shares
|
$1.19 Million
0.36% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
45,538
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2025
Added 2.54%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
43,944
shares
|
$1.14 Million
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
43,241
shares
|
$1.12 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
|
$1.11 Million
0.12% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Oct 20, 2025 Q3 2025 |
42,621
shares
|
$1.11 Million
0.29% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
37,863
shares
|
$982,544
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2025 Q2 2025 |
37,386
shares
|
$970,166
0.24% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
35,099
shares
|
$910,819
0.12% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Oct 07, 2025 Q3 2025 |
35,016
shares
|
$908,665
0.24% of portfolio
|
Q3 2025
Added 12.41%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
34,417
shares
|
$893,121
0.03% of portfolio
|
Q3 2025
Reduced 4.25%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
31,796
shares
|
$825,106
0.0% of portfolio
|
Q2 2025
Reduced 43.62%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
31,613
shares
|
$820,357
0.0% of portfolio
|
Q3 2024
Added 8.25%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
31,045
shares
|
$805,617
0.0% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
30,974
shares
|
$803,775
0.22% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
28,993
shares
|
$752,368
0.06% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
28,276
shares
|
$733,762
0.26% of portfolio
|
Q3 2025
Added 17.24%
|
|
|
Sfmg, LLC
|
Aug 12, 2025 Q2 2025 |
27,996
shares
|
$726,496
0.05% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
27,940
shares
|
$725,043
0.35% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
26,110
shares
|
$677,554
0.0% of portfolio
|
Q2 2025
Added 60.89%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
24,600
shares
|
$638,370
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Nov 03, 2025 Q3 2025 |
24,253
shares
|
$629,365
0.1% of portfolio
|
Q3 2025
Added 46.33%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
23,933
shares
|
$621,061
0.0% of portfolio
|
Q2 2025
Added 49.05%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
23,655
shares
|
$613,847
0.22% of portfolio
|
Q3 2025
Reduced 4.92%
|