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 166 institutions that hold shares in the stock, with a total of 13.6 Million shares, which have been reported (via 13F filing form) to have a value of $346 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
22,029
shares
|
$561,739
0.02% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
22,008
shares
|
$561,204
0.01% of portfolio
|
Q2 2025
Added 83.31%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
20,108
shares
|
$512,754
0.09% of portfolio
|
Q2 2025
Added 4.07%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Aug 08, 2025 Q2 2025 |
19,809
shares
|
$505,129
0.23% of portfolio
|
Q2 2025
Reduced 18.02%
|
|
|
Vanguard Capital Wealth Advisors
|
Jul 11, 2025 Q2 2025 |
19,358
shares
|
$493,629
0.47% of portfolio
|
Q2 2025
Reduced 6.55%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
18,223
shares
|
$464,686
0.05% of portfolio
|
Q2 2025
Reduced 5.34%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
17,549
shares
|
$447,499
0.04% of portfolio
|
Q1 2025
Added 4.93%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
17,424
shares
|
$444,312
0.03% of portfolio
|
Q1 2025
Reduced 8.48%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jul 28, 2025 Q2 2025 |
16,574
shares
|
$422,637
0.07% of portfolio
|
Q4 2024
Added 199.98%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
15,854
shares
|
$404,277
0.0% of portfolio
|
Q2 2025
Added 8.67%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
15,258
shares
|
$389,079
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
14,823
shares
|
$377,986
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
|
$371,790
0.01% of portfolio
|
Q1 2025
Reduced 12.63%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Aug 08, 2025 Q2 2025 |
14,484
shares
|
$369,342
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
14,471
shares
|
$369,010
0.06% of portfolio
|
Q2 2023
Added 2.41%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Jul 29, 2025 Q2 2025 |
13,505
shares
|
$344,377
0.0% of portfolio
|
Q2 2025
Reduced 17.63%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
13,114
shares
|
$334,407
0.0% of portfolio
|
Q2 2025
Reduced 36.51%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
13,005
shares
|
$331,627
0.02% of portfolio
|
Q2 2025
Reduced 56.61%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Jul 25, 2025 Q2 2025 |
12,786
shares
|
$326,043
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
12,603
shares
|
$321,376
0.01% of portfolio
|
Q1 2025
Added 51.75%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
12,416
shares
|
$316,608
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
12,238
shares
|
$312,069
0.0% of portfolio
|
Q2 2025
Reduced 4.7%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jul 29, 2025 Q2 2025 |
12,172
shares
|
$310,386
0.02% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
11,955
shares
|
$304,852
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
11,915
shares
|
$303,832
0.03% of portfolio
|
Q3 2022
Added 0.01%
|