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 165 institutions that hold shares in the stock, with a total of 12.5 Million shares, which have been reported (via 13F filing form) to have a value of $289 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
11,955
shares
|
$276,399
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
11,915
shares
|
$275,474
0.03% of portfolio
|
Q3 2022
Added 0.01%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
11,536
shares
|
$266,712
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
10,896
shares
|
$251,915
0.0% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
10,881
shares
|
$251,568
0.01% of portfolio
|
Q1 2025
Reduced 23.59%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
9,900
shares
|
$228,888
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
9,478
shares
|
$219,131
0.0% of portfolio
|
Q4 2024
Reduced 11.71%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
9,165
shares
|
$211,894
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Winthrop Advisory Group LLC
|
Apr 08, 2025 Q1 2025 |
9,092
shares
|
$210,207
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
9,075
shares
|
$209,814
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Apr 17, 2025 Q1 2025 |
8,943
shares
|
$206,762
0.09% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
8,843
shares
|
$204,450
0.03% of portfolio
|
Q4 2024
Added 199.97%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
8,786
shares
|
$203,132
0.02% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
May 01, 2025 Q1 2025 |
8,433
shares
|
$194,970
0.05% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
8,031
shares
|
$185,676
0.03% of portfolio
|
Q1 2025
Added 27.96%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
7,530
shares
|
$174,093
0.1% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
7,380
shares
|
$170,625
0.01% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
6,979
shares
|
$161,354
0.06% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
6,853
shares
|
$158,441
0.0% of portfolio
|
Q1 2025
Added 8.11%
|
|
|
S.A. Mason LLC
|
Apr 23, 2025 Q1 2025 |
6,551
shares
|
$151,459
0.08% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
6,316
shares
|
$146,025
0.01% of portfolio
|
Q1 2025
Reduced 6.86%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
6,042
shares
|
$139,691
0.07% of portfolio
|
Q2 2020
New holding
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
6,022
shares
|
$139,228
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
5,698
shares
|
$131,737
0.0% of portfolio
|
Q1 2025
Reduced 3.24%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
4,828
shares
|
$111,623
0.01% of portfolio
|
Q1 2025
Added 0.35%
|