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 153 institutions that hold shares in the stock, with a total of 12.4 Million shares, which have been reported (via 13F filing form) to have a value of $288 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
42,621
shares
|
$991,364
0.11% of portfolio
|
Q4 2024
Added 194.59%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
42,469
shares
|
$987,828
0.09% of portfolio
|
Q4 2024
Added 201.8%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jan 13, 2025 Q4 2024 |
42,142
shares
|
$980,222
0.31% of portfolio
|
Q4 2024
Added 201.04%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
42,110
shares
|
$979,478
0.0% of portfolio
|
Q4 2024
Added 197.87%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
37,979
shares
|
$883,391
0.3% of portfolio
|
Q4 2024
Added 199.14%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
37,863
shares
|
$880,693
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jan 14, 2025 Q4 2024 |
37,710
shares
|
$877,134
0.29% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
37,444
shares
|
$870,947
0.03% of portfolio
|
Q4 2024
Added 185.98%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
34,650
shares
|
$805,959
0.12% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
31,845
shares
|
$740,714
0.31% of portfolio
|
Q4 2024
Added 197.26%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
31,613
shares
|
$735,318
0.0% of portfolio
|
Q3 2024
Added 8.25%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
31,056
shares
|
$722,362
0.38% of portfolio
|
Q4 2024
Added 192.32%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
31,045
shares
|
$722,106
0.0% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
29,936
shares
|
$696,311
0.07% of portfolio
|
Q4 2024
Added 162.94%
|
|
|
Sfmg, LLC
|
Feb 11, 2025 Q4 2024 |
27,996
shares
|
$651,186
0.05% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
27,840
shares
|
$647,558
0.06% of portfolio
|
Q4 2024
Added 187.99%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Feb 04, 2025 Q4 2024 |
25,959
shares
|
$603,806
0.31% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
24,600
shares
|
$572,196
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Litman Gregory Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
24,102
shares
|
$560,612
0.05% of portfolio
|
Q4 2024
Added 220.85%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
22,729
shares
|
$528,676
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
22,029
shares
|
$512,394
0.02% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
21,811
shares
|
$507,323
0.0% of portfolio
|
Q4 2024
Added 257.26%
|
|
|
Vanguard Capital Wealth Advisors
|
Feb 14, 2025 Q4 2024 |
19,762
shares
|
$459,664
0.51% of portfolio
|
Q4 2024
Added 217.41%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
19,682
shares
|
$457,803
0.15% of portfolio
|
Q4 2024
Added 478.03%
|
|
|
Avant Capital LLC
Lafayette, LA |
Feb 11, 2025 Q4 2024 |
19,622
shares
|
$456,407
0.38% of portfolio
|
Q4 2024
Added 218.13%
|