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 157 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 $266 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Mar 21, 2025 Q4 2024 |
2,885
shares
|
$61,940
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
2,775
shares
|
$59,579
0.0% of portfolio
|
Q4 2024
Added 175.3%
|
|
|
Tower View Investment Management & Research LLC
|
Apr 22, 2025 Q1 2025 |
2,404
shares
|
$51,613
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
2,394
shares
|
$51,399
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
2,233
shares
|
$47,942
0.0% of portfolio
|
Q4 2024
Added 200.13%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
1,923
shares
|
$41,286
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
1,827
shares
|
$39,225
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
1,500
shares
|
$32,205
0.0% of portfolio
|
Q4 2024
Added 141.94%
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
1,352
shares
|
$29,027
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
1,350
shares
|
$28,984
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
1,107
shares
|
$23,767
0.0% of portfolio
|
Q4 2024
Added 269.0%
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
1,044
shares
|
$22,414
0.1% of portfolio
|
Q4 2022
Reduced 77.13%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
900
shares
|
$19,323
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
871
shares
|
$18,700
0.0% of portfolio
|
Q4 2023
Added 0.46%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
570
shares
|
$12,237
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
561
shares
|
$12,044
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Pflug Koory, LLC
|
Apr 17, 2025 Q1 2025 |
522
shares
|
$11,207
0.01% of portfolio
|
Q1 2025
Reduced 62.9%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
465
shares
|
$9,983
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
459
shares
|
$9,854
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Feb 18, 2025 Q4 2024 |
360
shares
|
$7,729
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
336
shares
|
$7,213
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
285
shares
|
$6,118
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
231
shares
|
$4,959
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
170
shares
|
$3,649
0.0% of portfolio
|
Q3 2024
Added 70.0%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
168
shares
|
$3,606
0.0% of portfolio
|
Q4 2024
New holding
|