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 142 institutions that hold shares in the stock, with a total of 4.66 Million shares, which have been reported (via 13F filing form) to have a value of $111 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Consulate, Inc
|
Oct 21, 2024 Q3 2024 |
553,625
shares
|
$13.2 Million
10.9% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
457,784
shares
|
$10.9 Million
2.26% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
220,509
shares
|
$5.27 Million
0.02% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Systelligence, LLC
|
Nov 04, 2024 Q3 2024 |
201,315
shares
|
$4.81 Million
3.74% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Oct 24, 2024 Q3 2024 |
198,159
shares
|
$4.74 Million
7.83% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
191,396
shares
|
$4.57 Million
0.05% of portfolio
|
Q3 2024
Added 16.98%
|
|
|
Guardian Financial Partners, LLC
|
Jan 14, 2025 Q4 2024 |
186,822
shares
|
$4.47 Million
3.21% of portfolio
|
Q4 2024
Added 195.61%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jan 16, 2025 Q4 2024 |
184,958
shares
|
$4.42 Million
0.99% of portfolio
|
Q4 2024
Added 197.65%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
170,538
shares
|
$4.08 Million
2.33% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
131,540
shares
|
$3.14 Million
0.49% of portfolio
|
Q4 2024
Added 151.77%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
122,892
shares
|
$2.94 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Aspiring Ventures, LLC
Cincinnati, OH |
Jan 21, 2025 Q4 2024 |
121,666
shares
|
$2.91 Million
1.83% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
114,349
shares
|
$2.73 Million
0.0% of portfolio
|
Q3 2024
Added 62.82%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Oct 08, 2024 Q3 2024 |
107,155
shares
|
$2.56 Million
5.55% of portfolio
|
Q3 2024
Reduced 4.95%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
106,872
shares
|
$2.55 Million
0.0% of portfolio
|
Q3 2024
Added 19.93%
|
|
|
Red Door Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
86,667
shares
|
$2.07 Million
0.33% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
84,969
shares
|
$2.03 Million
0.14% of portfolio
|
Q4 2024
Added 197.1%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
83,672
shares
|
$2 Million
0.0% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
73,557
shares
|
$1.76 Million
0.0% of portfolio
|
Q3 2024
Added 5.89%
|
|
|
Townsend Asset Management Corp
|
Oct 21, 2024 Q3 2024 |
50,999
shares
|
$1.22 Million
1.34% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Mezzasalma Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
48,780
shares
|
$1.17 Million
1.35% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
42,621
shares
|
$1.02 Million
0.11% of portfolio
|
Q4 2024
Added 194.59%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
42,469
shares
|
$1.02 Million
0.09% of portfolio
|
Q4 2024
Added 201.8%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jan 13, 2025 Q4 2024 |
42,142
shares
|
$1.01 Million
0.31% of portfolio
|
Q4 2024
Added 201.04%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
39,816
shares
|
$951,602
0.0% of portfolio
|
Q3 2024
Reduced 5.76%
|