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 |
|---|---|---|---|---|---|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
5,985
shares
|
$140,228
0.01% of portfolio
|
Q3 2024
Reduced 6.41%
|
|
|
Sage Financial Management Group, Inc.
|
Oct 17, 2024 Q3 2024 |
5,845
shares
|
$136,948
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Jul 16, 2024 Q2 2024 |
5,783
shares
|
$135,495
0.01% of portfolio
|
Q1 2024
Added 15.02%
|
|
|
Prudential Financial Inc
Newark, NJ |
Aug 13, 2024 Q2 2024 |
5,769
shares
|
$135,167
0.0% of portfolio
|
Q2 2024
Reduced 24.58%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
5,575
shares
|
$130,622
0.04% of portfolio
|
Q1 2023
Reduced 1.38%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Oct 18, 2024 Q3 2024 |
5,525
shares
|
$129,450
0.09% of portfolio
|
Q2 2023
Added 0.49%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
5,086
shares
|
$119,164
0.01% of portfolio
|
Q2 2024
Reduced 30.5%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Aug 09, 2024 Q2 2024 |
4,860
shares
|
$113,869
0.01% of portfolio
|
Q2 2024
Reduced 0.02%
|
|
|
Values Added Financial LLC
Washington, DC |
Oct 28, 2024 Q3 2024 |
4,700
shares
|
$110,121
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 06, 2024 Q2 2024 |
4,591
shares
|
$107,567
0.04% of portfolio
|
Q2 2024
Added 0.22%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 14, 2024 Q2 2024 |
4,533
shares
|
$106,208
0.0% of portfolio
|
Q2 2024
Reduced 40.47%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Aug 12, 2024 Q2 2024 |
4,262
shares
|
$99,858
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
4,085
shares
|
$95,711
0.0% of portfolio
|
Q2 2024
Reduced 0.02%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
3,949
shares
|
$92,525
0.0% of portfolio
|
Q2 2024
Added 16.15%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
3,933
shares
|
$92,150
0.02% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
3,915
shares
|
$91,728
0.0% of portfolio
|
Q2 2024
Reduced 18.4%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Jul 30, 2024 Q2 2024 |
3,633
shares
|
$85,121
0.05% of portfolio
|
Q2 2024
Reduced 7.27%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
3,620
shares
|
$84,816
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
3,307
shares
|
$77,483
0.0% of portfolio
|
Q2 2024
Reduced 78.82%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
3,300
shares
|
$77,319
0.0% of portfolio
|
Q4 2023
Reduced 46.06%
|
|
|
Zimmermann Investment Management & Planning LLC
|
Oct 24, 2024 Q3 2024 |
3,238
shares
|
$75,866
0.08% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Breakwater Investment Management
Seattle, WA |
Aug 08, 2024 Q2 2024 |
3,029
shares
|
$70,969
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Winthrop Advisory Group LLC
|
Oct 31, 2024 Q3 2024 |
2,995
shares
|
$70,172
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Crewe Advisors LLC
|
Jul 29, 2024 Q2 2024 |
2,948
shares
|
$69,071
0.02% of portfolio
|
Q3 2023
Reduced 25.33%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
2,811
shares
|
$65,861
0.06% of portfolio
|
Q1 2024
New holding
|