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 |
|---|---|---|---|---|---|
|
Avant Capital LLC
Lafayette, LA |
Nov 07, 2023 Q3 2023 |
6,168
shares
|
$149,080
0.39% of portfolio
|
Q3 2023
Added 16.22%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
6,105
shares
|
$147,557
0.0% of portfolio
|
Q3 2024
Added 55.94%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
6,042
shares
|
$146,035
0.07% of portfolio
|
Q2 2020
New holding
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
6,022
shares
|
$145,551
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
5,985
shares
|
$144,657
0.01% of portfolio
|
Q3 2024
Reduced 6.41%
|
|
|
Sage Financial Management Group, Inc.
|
Oct 17, 2024 Q3 2024 |
5,845
shares
|
$141,273
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
5,575
shares
|
$134,747
0.04% of portfolio
|
Q1 2023
Reduced 1.38%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Oct 18, 2024 Q3 2024 |
5,525
shares
|
$133,539
0.09% of portfolio
|
Q2 2023
Added 0.49%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
5,424
shares
|
$131,098
0.0% of portfolio
|
Q3 2024
Reduced 29.01%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
5,086
shares
|
$122,928
0.01% of portfolio
|
Q2 2024
Reduced 30.5%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
4,895
shares
|
$118,312
0.0% of portfolio
|
Q3 2024
Added 23.96%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
4,885
shares
|
$118,070
0.01% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
4,747
shares
|
$114,734
0.01% of portfolio
|
Q3 2024
Reduced 17.91%
|
|
|
Values Added Financial LLC
Washington, DC |
Oct 28, 2024 Q3 2024 |
4,700
shares
|
$113,599
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
4,626
shares
|
$111,810
0.04% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
4,537
shares
|
$109,659
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
4,262
shares
|
$103,012
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
4,255
shares
|
$102,843
0.0% of portfolio
|
Q3 2024
Reduced 6.13%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
3,933
shares
|
$95,060
0.02% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
3,620
shares
|
$87,495
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
3,405
shares
|
$82,298
0.08% of portfolio
|
Q3 2024
Added 515.73%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
3,300
shares
|
$79,761
0.0% of portfolio
|
Q4 2023
Reduced 46.06%
|
|
|
Zimmermann Investment Management & Planning LLC
|
Oct 24, 2024 Q3 2024 |
3,238
shares
|
$78,262
0.08% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
3,056
shares
|
$73,863
0.04% of portfolio
|
Q3 2024
Reduced 15.88%
|
|
|
Breakwater Investment Management
Seattle, WA |
Nov 05, 2024 Q3 2024 |
3,029
shares
|
$73,210
0.09% of portfolio
|
Q1 2024
New holding
|