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 140 institutions that hold shares in the stock, with a total of 3.93 Million shares, which have been reported (via 13F filing form) to have a value of $92 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clarius Group, LLC
Seattle, WA |
Oct 09, 2024 Q3 2024 |
28,599
shares
|
$670,074
0.14% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
27,398
shares
|
$641,935
0.14% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
26,963
shares
|
$631,743
0.01% of portfolio
|
Q2 2024
Reduced 9.52%
|
|
|
First National Corp
|
Oct 08, 2024 Q3 2024 |
26,944
shares
|
$631,297
0.42% of portfolio
|
Q3 2024
Added 11.34%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
25,734
shares
|
$602,947
1.09% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 08, 2024 Q2 2024 |
23,580
shares
|
$552,479
0.02% of portfolio
|
Q1 2023
Reduced 0.15%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
23,276
shares
|
$545,356
0.0% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
22,735
shares
|
$532,681
0.0% of portfolio
|
Q2 2024
Reduced 17.89%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
22,029
shares
|
$516,139
0.06% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
Foster Group, Inc.
|
Oct 07, 2024 Q3 2024 |
21,435
shares
|
$502,222
0.06% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
19,670
shares
|
$460,868
0.06% of portfolio
|
Q3 2024
Added 10.54%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
19,196
shares
|
$449,762
0.0% of portfolio
|
Q2 2024
Added 115.61%
|
|
|
Coldstream Capital Management Inc
|
Aug 07, 2024 Q2 2024 |
19,159
shares
|
$448,895
0.03% of portfolio
|
Q2 2024
Added 0.35%
|
|
|
Mai Capital Management
|
Aug 12, 2024 Q2 2024 |
18,744
shares
|
$439,171
0.01% of portfolio
|
Q1 2024
Added 47.67%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
17,922
shares
|
$419,912
0.36% of portfolio
|
Q3 2024
Reduced 5.78%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 09, 2024 Q2 2024 |
17,057
shares
|
$399,645
0.01% of portfolio
|
Q4 2022
Reduced 19.92%
|
|
|
Wade Financial Advisory, Inc
|
Oct 28, 2024 Q3 2024 |
15,386
shares
|
$360,493
0.36% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
15,371
shares
|
$360,142
0.54% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
15,197
shares
|
$356,065
0.13% of portfolio
|
Q3 2024
Added 6.23%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Aug 12, 2024 Q2 2024 |
15,167
shares
|
$355,362
0.18% of portfolio
|
Q2 2024
Reduced 6.18%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2024 Q2 2024 |
14,648
shares
|
$343,202
0.07% of portfolio
|
Q2 2023
Reduced 7.03%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
14,471
shares
|
$339,055
0.06% of portfolio
|
Q2 2023
Added 2.41%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
14,468
shares
|
$338,985
0.11% of portfolio
|
Q3 2024
Added 8.47%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
14,137
shares
|
$331,229
0.0% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
14,072
shares
|
$329,706
0.08% of portfolio
|
Q3 2024
Added 0.72%
|