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 |
|---|---|---|---|---|---|
|
Litman Gregory Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
22,537
shares
|
$584,835
0.04% of portfolio
|
Q1 2025
Reduced 6.49%
|
|
|
Avant Capital LLC
Lafayette, LA |
Aug 14, 2025 Q2 2025 |
22,310
shares
|
$578,944
0.42% of portfolio
|
Q2 2025
Added 6.11%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
22,029
shares
|
$571,652
0.02% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
22,008
shares
|
$571,107
0.01% of portfolio
|
Q2 2025
Added 83.31%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
20,108
shares
|
$521,802
0.09% of portfolio
|
Q2 2025
Added 4.07%
|
|
|
Vanguard Capital Wealth Advisors
|
Oct 30, 2025 Q3 2025 |
19,842
shares
|
$514,899
0.43% of portfolio
|
Q3 2025
Added 2.5%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Aug 08, 2025 Q2 2025 |
19,809
shares
|
$514,043
0.23% of portfolio
|
Q2 2025
Reduced 18.02%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
18,787
shares
|
$487,522
0.02% of portfolio
|
Q3 2025
Added 7.82%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
18,780
shares
|
$487,341
0.01% of portfolio
|
Q3 2025
Added 49.01%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
18,349
shares
|
$476,156
0.04% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
17,549
shares
|
$455,396
0.04% of portfolio
|
Q1 2025
Added 4.93%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
15,854
shares
|
$411,411
0.0% of portfolio
|
Q2 2025
Added 8.67%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
15,258
shares
|
$395,945
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
15,000
shares
|
$389,250
0.01% of portfolio
|
Q3 2025
Added 69.59%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
14,823
shares
|
$384,656
0.01% of portfolio
|
Q1 2025
Reduced 15.72%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
14,580
shares
|
$378,351
0.01% of portfolio
|
Q1 2025
Reduced 12.63%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Aug 08, 2025 Q2 2025 |
14,484
shares
|
$375,859
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
14,471
shares
|
$375,522
0.06% of portfolio
|
Q2 2023
Added 2.41%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Jul 29, 2025 Q2 2025 |
13,505
shares
|
$350,454
0.0% of portfolio
|
Q2 2025
Reduced 17.63%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
13,114
shares
|
$340,308
0.0% of portfolio
|
Q2 2025
Reduced 36.51%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
12,786
shares
|
$331,796
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
12,416
shares
|
$322,195
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
12,238
shares
|
$317,576
0.0% of portfolio
|
Q2 2025
Reduced 4.7%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
12,209
shares
|
$316,823
0.02% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
11,955
shares
|
$310,232
0.02% of portfolio
|
Q1 2025
New holding
|