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 |
|---|---|---|---|---|---|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
5,173
shares
|
$131,911
0.0% of portfolio
|
Q2 2025
Reduced 72.2%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
4,846
shares
|
$123,573
0.01% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
4,424
shares
|
$112,812
0.02% of portfolio
|
Q2 2024
Reduced 1.87%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
4,191
shares
|
$106,870
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
4,031
shares
|
$102,790
0.0% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Cheviot Value Management, LLC
|
Aug 13, 2025 Q2 2025 |
4,018
shares
|
$102,459
0.01% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
2,999
shares
|
$76,474
0.0% of portfolio
|
Q2 2025
Added 99.93%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
2,935
shares
|
$74,842
0.0% of portfolio
|
Q2 2025
Added 108.01%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
2,787
shares
|
$71,068
0.0% of portfolio
|
Q1 2025
Added 3140.7%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
2,500
shares
|
$63,750
0.0% of portfolio
|
Q2 2025
Added 31.58%
|
|
|
Tower View Investment Management & Research LLC
|
Jul 21, 2025 Q2 2025 |
2,414
shares
|
$61,557
0.03% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
2,284
shares
|
$58,242
0.0% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Jul 30, 2025 Q2 2025 |
2,000
shares
|
$51,000
0.01% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
1,923
shares
|
$49,036
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
1,416
shares
|
$36,108
0.0% of portfolio
|
Q2 2025
Reduced 40.85%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
1,350
shares
|
$34,425
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,137
shares
|
$28,993
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
1,050
shares
|
$26,775
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
1,044
shares
|
$26,622
0.1% of portfolio
|
Q4 2022
Reduced 77.13%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
900
shares
|
$22,950
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
900
shares
|
$22,950
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
871
shares
|
$22,210
0.0% of portfolio
|
Q4 2023
Added 0.46%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
561
shares
|
$14,305
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
522
shares
|
$13,311
0.01% of portfolio
|
Q1 2025
Reduced 62.9%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
465
shares
|
$11,857
0.0% of portfolio
|
Q4 2024
Added 200.0%
|