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 |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
11,574
shares
|
$295,137
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bcgm Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
11,188
shares
|
$285,294
0.08% of portfolio
|
Q2 2025
Reduced 67.23%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
10,934
shares
|
$278,817
0.0% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Sage Financial Management Group, Inc.
|
Jul 21, 2025 Q2 2025 |
10,605
shares
|
$270,427
0.09% of portfolio
|
Q2 2025
Reduced 39.52%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
9,788
shares
|
$249,594
0.0% of portfolio
|
Q2 2025
Added 6.8%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
9,172
shares
|
$233,886
0.0% of portfolio
|
Q2 2025
Added 33.84%
|
|
|
Winthrop Advisory Group LLC
|
Jul 23, 2025 Q2 2025 |
9,143
shares
|
$233,146
0.02% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
8,943
shares
|
$228,046
0.08% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
8,876
shares
|
$226,338
0.0% of portfolio
|
Q2 2025
Reduced 6.35%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
8,845
shares
|
$225,547
0.0% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
8,843
shares
|
$225,496
0.03% of portfolio
|
Q4 2024
Added 199.97%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Aug 07, 2025 Q2 2025 |
8,824
shares
|
$225,012
0.02% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
8,700
shares
|
$221,850
0.0% of portfolio
|
Q2 2025
Reduced 12.12%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
8,523
shares
|
$217,336
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
8,433
shares
|
$215,041
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Aug 15, 2025 Q2 2025 |
7,530
shares
|
$192,015
0.09% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
7,412
shares
|
$189,006
0.0% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
7,125
shares
|
$181,687
0.0% of portfolio
|
Q2 2025
Added 105.45%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
6,999
shares
|
$178,474
0.06% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
6,908
shares
|
$176,154
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
6,553
shares
|
$167,101
0.08% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
6,210
shares
|
$158,355
0.02% of portfolio
|
Q2 2025
Reduced 22.67%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
6,042
shares
|
$154,071
0.07% of portfolio
|
Q2 2020
New holding
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
6,022
shares
|
$153,561
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
5,903
shares
|
$150,526
0.01% of portfolio
|
Q2 2025
Reduced 6.54%
|