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 145 institutions that hold shares in the stock, with a total of 4.05 Million shares, which have been reported (via 13F filing form) to have a value of $98 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
14,468
shares
|
$349,691
0.11% of portfolio
|
Q3 2024
Added 8.47%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
14,137
shares
|
$341,691
0.0% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
14,072
shares
|
$340,120
0.08% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Nov 01, 2024 Q3 2024 |
13,999
shares
|
$338,355
0.32% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
13,093
shares
|
$316,457
0.03% of portfolio
|
Q3 2024
Added 59.32%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
12,696
shares
|
$306,862
0.31% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
12,621
shares
|
$305,049
0.01% of portfolio
|
Q3 2022
Reduced 1.26%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Oct 31, 2024 Q3 2024 |
12,570
shares
|
$303,816
0.29% of portfolio
|
Q3 2024
Added 27.34%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
11,915
shares
|
$287,985
0.03% of portfolio
|
Q3 2022
Added 0.01%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
11,729
shares
|
$283,489
0.0% of portfolio
|
Q3 2024
Added 7.15%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 11, 2024 Q3 2024 |
11,550
shares
|
$279,163
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
11,385
shares
|
$275,175
0.08% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
10,735
shares
|
$259,464
0.0% of portfolio
|
Q3 2024
Added 162.79%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
10,713
shares
|
$258,933
0.32% of portfolio
|
Q3 2024
Reduced 7.43%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
10,624
shares
|
$256,782
0.39% of portfolio
|
Q1 2024
Reduced 0.38%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
10,535
shares
|
$254,630
0.0% of portfolio
|
Q3 2024
Added 218.57%
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
9,667
shares
|
$233,651
0.07% of portfolio
|
Q3 2024
Reduced 4.96%
|
|
|
Sfmg, LLC
|
Nov 25, 2024 Q3 2024 |
9,332
shares
|
$225,554
0.05% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Nov 14, 2024 Q3 2024 |
8,653
shares
|
$209,143
0.33% of portfolio
|
Q3 2024
Added 22.53%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
8,200
shares
|
$198,194
0.01% of portfolio
|
Q3 2024
Reduced 3.83%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 22, 2024 Q3 2024 |
7,512
shares
|
$181,565
0.04% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
6,532
shares
|
$157,878
0.0% of portfolio
|
Q3 2024
Added 13.23%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
6,422
shares
|
$155,219
0.0% of portfolio
|
Q3 2024
Reduced 20.57%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
6,346
shares
|
$153,382
0.03% of portfolio
|
Q3 2024
Reduced 38.18%
|
|
|
Vanguard Capital Wealth Advisors
|
Oct 25, 2024 Q3 2024 |
6,226
shares
|
$150,482
0.43% of portfolio
|
Q3 2024
Added 78.34%
|