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 156 institutions that hold shares in the stock, with a total of 12.4 Million shares, which have been reported (via 13F filing form) to have a value of $265 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
42,681
shares
|
$916,361
0.11% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jan 13, 2025 Q4 2024 |
42,142
shares
|
$904,788
0.31% of portfolio
|
Q4 2024
Added 201.04%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
42,110
shares
|
$904,101
0.0% of portfolio
|
Q4 2024
Added 197.87%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
37,979
shares
|
$815,409
0.3% of portfolio
|
Q4 2024
Added 199.14%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
37,863
shares
|
$812,918
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
37,444
shares
|
$803,922
0.03% of portfolio
|
Q4 2024
Added 185.98%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Apr 10, 2025 Q1 2025 |
36,140
shares
|
$775,925
0.26% of portfolio
|
Q1 2025
Reduced 4.16%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
34,800
shares
|
$747,156
0.12% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
31,613
shares
|
$678,731
0.0% of portfolio
|
Q3 2024
Added 8.25%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
31,056
shares
|
$666,772
0.38% of portfolio
|
Q4 2024
Added 192.32%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
31,045
shares
|
$666,536
0.0% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
29,975
shares
|
$643,563
0.05% of portfolio
|
Q1 2025
Reduced 29.42%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
29,936
shares
|
$642,725
0.07% of portfolio
|
Q4 2024
Added 162.94%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
28,551
shares
|
$612,989
0.28% of portfolio
|
Q1 2025
Reduced 10.34%
|
|
|
Sfmg, LLC
|
Feb 11, 2025 Q4 2024 |
27,996
shares
|
$601,074
0.05% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
27,840
shares
|
$597,724
0.06% of portfolio
|
Q4 2024
Added 187.99%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Feb 04, 2025 Q4 2024 |
25,959
shares
|
$557,339
0.31% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
24,600
shares
|
$528,162
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Litman Gregory Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
24,102
shares
|
$517,469
0.05% of portfolio
|
Q4 2024
Added 220.85%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
22,729
shares
|
$487,991
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
22,029
shares
|
$472,962
0.02% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
21,811
shares
|
$468,282
0.0% of portfolio
|
Q4 2024
Added 257.26%
|
|
|
Vanguard Capital Wealth Advisors
|
Apr 11, 2025 Q1 2025 |
20,714
shares
|
$444,729
0.6% of portfolio
|
Q1 2025
Added 4.82%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
19,682
shares
|
$422,572
0.15% of portfolio
|
Q4 2024
Added 478.03%
|
|
|
Avant Capital LLC
Lafayette, LA |
Feb 11, 2025 Q4 2024 |
19,622
shares
|
$421,284
0.38% of portfolio
|
Q4 2024
Added 218.13%
|