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 156 institutions that hold shares in the stock, with a total of 12.4 Million shares, which have been reported (via 13F filing form) to have a value of $265 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
9,478
shares
|
$203,492
0.0% of portfolio
|
Q4 2024
Reduced 11.71%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
9,165
shares
|
$196,772
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Winthrop Advisory Group LLC
|
Apr 08, 2025 Q1 2025 |
9,092
shares
|
$195,205
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
49 Wealth Management, LLC
Austin, TX |
Feb 14, 2025 Q4 2024 |
8,982
shares
|
$192,843
0.03% of portfolio
|
Q4 2024
Added 193.91%
|
|
|
Breakwater Investment Management
Seattle, WA |
Apr 17, 2025 Q1 2025 |
8,943
shares
|
$192,006
0.09% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
8,906
shares
|
$191,211
0.0% of portfolio
|
Q4 2024
Reduced 15.46%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
8,843
shares
|
$189,859
0.03% of portfolio
|
Q4 2024
Added 199.97%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
8,433
shares
|
$181,056
0.05% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
7,530
shares
|
$161,669
0.1% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
7,348
shares
|
$157,761
0.01% of portfolio
|
Q4 2024
Added 201.39%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
7,049
shares
|
$151,342
0.06% of portfolio
|
Q4 2024
Added 357.13%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
6,781
shares
|
$145,588
0.01% of portfolio
|
Q4 2024
Added 216.57%
|
|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
6,550
shares
|
$140,628
0.08% of portfolio
|
Q4 2024
Added 200.05%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
6,339
shares
|
$136,098
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
6,333
shares
|
$135,969
0.0% of portfolio
|
Q4 2024
Added 761.63%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
6,276
shares
|
$134,745
0.03% of portfolio
|
Q4 2024
Added 165.71%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
6,042
shares
|
$129,721
0.07% of portfolio
|
Q2 2020
New holding
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
6,022
shares
|
$129,292
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
5,889
shares
|
$126,436
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
5,789
shares
|
$124,289
0.0% of portfolio
|
Q4 2024
Added 199.95%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
4,811
shares
|
$103,292
0.01% of portfolio
|
Q4 2024
Added 200.5%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
4,424
shares
|
$94,983
0.02% of portfolio
|
Q2 2024
Reduced 1.87%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
4,191
shares
|
$89,980
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
3,468
shares
|
$74,457
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Feb 10, 2025 Q4 2024 |
3,000
shares
|
$64,410
0.02% of portfolio
|
Q4 2024
Added 200.0%
|