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 |
|---|---|---|---|---|---|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Jan 30, 2025 Q4 2024 |
19,266
shares
|
$413,641
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
17,588
shares
|
$377,614
0.01% of portfolio
|
Q4 2024
Added 193.87%
|
|
|
Sage Financial Management Group, Inc.
|
Jan 23, 2025 Q4 2024 |
17,535
shares
|
$376,476
0.15% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
17,424
shares
|
$374,093
0.03% of portfolio
|
Q1 2025
Reduced 8.48%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Jan 31, 2025 Q4 2024 |
17,239
shares
|
$370,121
0.06% of portfolio
|
Q4 2024
Added 272.65%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
16,725
shares
|
$359,085
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
16,688
shares
|
$358,291
0.01% of portfolio
|
Q4 2024
Added 241.62%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jan 31, 2025 Q4 2024 |
16,574
shares
|
$355,843
0.09% of portfolio
|
Q4 2024
Added 199.98%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
16,122
shares
|
$346,139
0.0% of portfolio
|
Q4 2024
Added 197.23%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
15,258
shares
|
$327,589
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
14,615
shares
|
$313,784
0.0% of portfolio
|
Q4 2024
Added 198.57%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Feb 14, 2025 Q4 2024 |
14,484
shares
|
$310,971
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
14,471
shares
|
$310,692
0.06% of portfolio
|
Q2 2023
Added 2.41%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
14,241
shares
|
$305,754
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
13,278
shares
|
$285,078
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
13,197
shares
|
$283,339
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
12,806
shares
|
$274,944
0.0% of portfolio
|
Q4 2024
Added 200.96%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Feb 10, 2025 Q4 2024 |
12,786
shares
|
$274,515
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
12,603
shares
|
$270,586
0.01% of portfolio
|
Q1 2025
Added 51.75%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
11,955
shares
|
$256,673
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
11,915
shares
|
$255,815
0.03% of portfolio
|
Q3 2022
Added 0.01%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
11,847
shares
|
$254,355
0.02% of portfolio
|
Q4 2024
Added 201.22%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
11,671
shares
|
$250,576
0.0% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
10,860
shares
|
$233,164
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
9,900
shares
|
$212,553
0.0% of portfolio
|
Q4 2024
Added 200.0%
|