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 167 institutions that hold shares in the stock, with a total of 13.4 Million shares, which have been reported (via 13F filing form) to have a value of $348 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
11,915
shares
|
$309,194
0.03% of portfolio
|
Q3 2022
Added 0.01%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
11,574
shares
|
$300,345
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bcgm Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
11,188
shares
|
$290,328
0.08% of portfolio
|
Q2 2025
Reduced 67.23%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
10,934
shares
|
$283,737
0.0% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Sage Financial Management Group, Inc.
|
Oct 23, 2025 Q3 2025 |
10,605
shares
|
$275,199
0.09% of portfolio
|
Q2 2025
Reduced 39.52%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
9,884
shares
|
$256,489
0.02% of portfolio
|
Q3 2025
Reduced 24.0%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
9,788
shares
|
$253,998
0.0% of portfolio
|
Q2 2025
Added 6.8%
|
|
|
Winthrop Advisory Group LLC
|
Oct 24, 2025 Q3 2025 |
9,202
shares
|
$238,791
0.02% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
9,172
shares
|
$238,013
0.0% of portfolio
|
Q2 2025
Added 33.84%
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
8,943
shares
|
$232,070
0.08% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
8,876
shares
|
$230,332
0.0% of portfolio
|
Q2 2025
Reduced 6.35%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
8,843
shares
|
$229,475
0.03% of portfolio
|
Q4 2024
Added 199.97%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Aug 07, 2025 Q2 2025 |
8,824
shares
|
$228,982
0.02% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
8,700
shares
|
$225,765
0.0% of portfolio
|
Q2 2025
Reduced 12.12%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
8,187
shares
|
$212,452
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
8,148
shares
|
$211,440
0.04% of portfolio
|
Q3 2025
Reduced 3.38%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
7,530
shares
|
$195,403
0.09% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
7,412
shares
|
$192,341
0.0% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
7,125
shares
|
$184,893
0.0% of portfolio
|
Q2 2025
Added 105.45%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
6,938
shares
|
$180,041
0.16% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
6,765
shares
|
$175,551
0.05% of portfolio
|
Q3 2025
Reduced 3.34%
|
|
|
S.A. Mason LLC
|
Oct 14, 2025 Q3 2025 |
6,554
shares
|
$170,076
0.08% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
6,210
shares
|
$161,149
0.02% of portfolio
|
Q2 2025
Reduced 22.67%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
6,042
shares
|
$156,789
0.07% of portfolio
|
Q2 2020
New holding
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
6,022
shares
|
$156,270
0.05% of portfolio
|
Q1 2023
New holding
|