Schwab Fundamental U S Broad M FNDB
Institutional shares held
13.4 Million
0
calls
0
puts
Total value of holdings
$339M
$0
calls
$0
puts
# of Institutions
166
We take great care to ensure that the data presented and summarized in this overview for SCHWAB FUNDAMENTAL U S BROAD M is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding FNDB
View all-
Callan Capital, LLC La Jolla, CA1.34MShares$34 Million2.28% of portfolio
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Alpha Core Capital LLC La Jolla, CA1.29MShares$32.9 Million1.22% of portfolio
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Financial Consulate, Inc1.22MShares$31.1 Million4.64% of portfolio
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Opes Wealth Management LLC Menlo Park, CA702KShares$17.8 Million3.04% of portfolio
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High Tower Advisors, LLC Chicago, IL695KShares$17.7 Million0.02% of portfolio
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Cambridge Investment Research Advisors, Inc.686KShares$17.4 Million0.05% of portfolio
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Sound Stewardship, LLC Overland Park, KS634KShares$16.1 Million7.83% of portfolio
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Bank Of America Corp Charlotte, NC435KShares$11.1 Million0.0% of portfolio
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Morgan Stanley New York, NY381KShares$9.69 Million0.0% of portfolio
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Brightwater Advisory LLC Tampa, FL296KShares$7.52 Million5.38% of portfolio