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 |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
2,760
shares
|
$64,666
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Sep 06, 2024 Q2 2024 |
2,510
shares
|
$58,809
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
2,417
shares
|
$56,630
0.01% of portfolio
|
Q1 2024
Added 5.92%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
2,362
shares
|
$55,341
0.03% of portfolio
|
Q3 2024
Reduced 67.25%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 13, 2024 Q2 2024 |
2,280
shares
|
$53,420
0.0% of portfolio
|
Q2 2024
Reduced 17.75%
|
|
|
S.A. Mason LLC
|
Oct 25, 2024 Q3 2024 |
2,183
shares
|
$51,147
0.08% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Centaurus Financial, Inc.
|
Sep 20, 2024 Q2 2024 |
2,169
shares
|
$50,819
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
2,113
shares
|
$49,507
0.0% of portfolio
|
Q1 2024
Added 14.77%
|
|
|
Cibc Private Wealth Group, LLC
|
Aug 09, 2024 Q2 2024 |
1,930
shares
|
$45,219
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
1,542
shares
|
$36,129
0.04% of portfolio
|
Q3 2024
Added 33.74%
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
1,535
shares
|
$35,965
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
1,156
shares
|
$27,085
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
1,044
shares
|
$24,460
0.1% of portfolio
|
Q4 2022
Reduced 77.13%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,008
shares
|
$23,617
0.0% of portfolio
|
Q3 2024
Reduced 21.13%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
1,000
shares
|
$23,430
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
871
shares
|
$20,407
0.0% of portfolio
|
Q4 2023
Added 0.46%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
744
shares
|
$17,431
0.0% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
641
shares
|
$15,018
0.0% of portfolio
|
Q1 2023
Reduced 92.41%
|
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
625
shares
|
$14,643
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
609
shares
|
$14,268
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Aug 12, 2024 Q2 2024 |
553
shares
|
$12,956
0.01% of portfolio
|
Q2 2024
Added 252.23%
|
|
|
Parallel Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
500
shares
|
$11,715
0.0% of portfolio
|
Q2 2022
Reduced 50.0%
|
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
469
shares
|
$10,988
0.0% of portfolio
|
Q3 2023
Reduced 5.06%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2024 Q2 2024 |
450
shares
|
$10,543
0.0% of portfolio
|
Q2 2024
Reduced 34.5%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
336
shares
|
$7,872
0.0% of portfolio
|
Q4 2023
New holding
|