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 $330 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Consulate, Inc
|
Jul 17, 2025 Q2 2025 |
1,422,825
shares
|
$34.6 Million
7.01% of portfolio
|
Q2 2025
Reduced 13.08%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
1,337,085
shares
|
$32.5 Million
2.28% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
1,293,595
shares
|
$31.5 Million
1.22% of portfolio
|
Q2 2025
Added 106368.72%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jul 30, 2025 Q2 2025 |
701,803
shares
|
$17.1 Million
3.04% of portfolio
|
Q2 2025
Added 10.59%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
695,144
shares
|
$16.9 Million
0.02% of portfolio
|
Q2 2025
Added 3.29%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
686,144
shares
|
$16.7 Million
0.05% of portfolio
|
Q2 2025
Added 12.15%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Jul 14, 2025 Q2 2025 |
616,513
shares
|
$15 Million
7.63% of portfolio
|
Q2 2025
Added 7.76%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
435,216
shares
|
$10.6 Million
0.0% of portfolio
|
Q2 2025
Added 6.02%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
381,048
shares
|
$9.27 Million
0.0% of portfolio
|
Q2 2025
Added 5.87%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
296,026
shares
|
$7.21 Million
5.38% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
279,639
shares
|
$6.81 Million
0.0% of portfolio
|
Q2 2025
Reduced 37.27%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
273,068
shares
|
$6.65 Million
0.0% of portfolio
|
Q2 2025
Added 217.63%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
262,206
shares
|
$6.38 Million
0.0% of portfolio
|
Q2 2025
Added 6.23%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
245,556
shares
|
$5.98 Million
0.0% of portfolio
|
Q2 2025
Added 28.77%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jul 14, 2025 Q2 2025 |
179,405
shares
|
$4.37 Million
0.87% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
|
Guardian Financial Partners, LLC
|
Jul 31, 2025 Q2 2025 |
174,339
shares
|
$4.24 Million
2.47% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
145,641
shares
|
$3.54 Million
0.01% of portfolio
|
Q2 2025
Added 63.02%
|
|
|
Mezzasalma Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
144,666
shares
|
$3.52 Million
1.09% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
140,592
shares
|
$3.42 Million
0.0% of portfolio
|
Q2 2025
Added 185.48%
|
|
|
Townsend Asset Management Corp
|
Jul 16, 2025 Q2 2025 |
130,051
shares
|
$3.17 Million
1.13% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
126,680
shares
|
$3.08 Million
0.44% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
122,892
shares
|
$2.99 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Aspiring Ventures, LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
121,366
shares
|
$2.95 Million
1.28% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Kaizen Financial Strategies
|
Aug 08, 2025 Q2 2025 |
117,633
shares
|
$2.86 Million
1.54% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
115,672
shares
|
$2.82 Million
0.0% of portfolio
|
Q2 2025
Added 6.02%
|