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 $98.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Winthrop Advisory Group LLC
|
Oct 31, 2024 Q3 2024 |
2,995
shares
|
$72,389
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
2,948
shares
|
$71,253
0.02% of portfolio
|
Q3 2023
Reduced 25.33%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
2,880
shares
|
$69,609
0.01% of portfolio
|
Q3 2024
Added 26.32%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
2,811
shares
|
$67,941
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
2,760
shares
|
$66,709
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
2,510
shares
|
$60,666
0.1% of portfolio
|
Q4 2022
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
2,438
shares
|
$58,926
0.01% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
2,362
shares
|
$57,089
0.03% of portfolio
|
Q3 2024
Reduced 67.25%
|
|
|
S.A. Mason LLC
|
Oct 25, 2024 Q3 2024 |
2,183
shares
|
$52,763
0.08% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
2,142
shares
|
$51,772
0.01% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
2,113
shares
|
$51,071
0.0% of portfolio
|
Q1 2024
Added 14.77%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
1,939
shares
|
$46,865
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
1,930
shares
|
$46,648
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
1,601
shares
|
$38,696
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
1,542
shares
|
$37,270
0.04% of portfolio
|
Q3 2024
Added 33.74%
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
1,535
shares
|
$37,100
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
1,156
shares
|
$27,940
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
1,044
shares
|
$25,233
0.1% of portfolio
|
Q4 2022
Reduced 77.13%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,008
shares
|
$24,363
0.0% of portfolio
|
Q3 2024
Reduced 21.13%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
1,000
shares
|
$24,170
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
871
shares
|
$21,052
0.0% of portfolio
|
Q4 2023
Added 0.46%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
798
shares
|
$19,287
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
744
shares
|
$17,982
0.0% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
735
shares
|
$17,764
0.0% of portfolio
|
Q3 2024
Added 17.6%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
641
shares
|
$15,492
0.0% of portfolio
|
Q1 2023
Reduced 92.41%
|