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 165 institutions that hold shares in the stock, with a total of 12.5 Million shares, which have been reported (via 13F filing form) to have a value of $278 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
20,656
shares
|
$461,041
0.0% of portfolio
|
Q1 2025
Added 55.57%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Apr 29, 2025 Q1 2025 |
19,828
shares
|
$442,560
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
19,682
shares
|
$439,302
0.15% of portfolio
|
Q4 2024
Added 478.03%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
May 09, 2025 Q1 2025 |
19,322
shares
|
$431,267
0.06% of portfolio
|
Q1 2025
Added 12.08%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
19,252
shares
|
$429,704
0.05% of portfolio
|
Q1 2025
Reduced 15.3%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
18,610
shares
|
$415,375
0.01% of portfolio
|
Q1 2025
Added 36390.2%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
17,549
shares
|
$391,693
0.04% of portfolio
|
Q1 2025
Added 4.93%
|
|
|
Sage Financial Management Group, Inc.
|
Apr 23, 2025 Q1 2025 |
17,535
shares
|
$391,381
0.15% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
17,424
shares
|
$388,903
0.03% of portfolio
|
Q1 2025
Reduced 8.48%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
May 07, 2025 Q1 2025 |
16,574
shares
|
$369,931
0.08% of portfolio
|
Q4 2024
Added 199.98%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Apr 23, 2025 Q1 2025 |
16,395
shares
|
$365,936
0.0% of portfolio
|
Q1 2025
Reduced 14.9%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
16,228
shares
|
$362,208
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
16,057
shares
|
$358,392
0.0% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
15,258
shares
|
$340,558
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
14,823
shares
|
$330,849
0.01% of portfolio
|
Q1 2025
Reduced 15.72%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
14,589
shares
|
$325,626
0.0% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
14,580
shares
|
$325,425
0.01% of portfolio
|
Q1 2025
Reduced 12.63%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
May 07, 2025 Q1 2025 |
14,484
shares
|
$323,282
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
14,471
shares
|
$322,992
0.06% of portfolio
|
Q2 2023
Added 2.41%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
12,841
shares
|
$286,611
0.0% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
12,786
shares
|
$285,383
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
12,603
shares
|
$281,298
0.01% of portfolio
|
Q1 2025
Added 51.75%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
May 08, 2025 Q1 2025 |
12,125
shares
|
$270,630
0.02% of portfolio
|
Q1 2025
Added 2.35%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 15, 2025 Q1 2025 |
12,006
shares
|
$267,973
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
11,955
shares
|
$266,835
0.02% of portfolio
|
Q1 2025
New holding
|