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 |
|---|---|---|---|---|---|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
4,191
shares
|
$93,543
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
4,001
shares
|
$89,302
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
3,979
shares
|
$88,811
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
3,468
shares
|
$77,405
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
2,787
shares
|
$62,205
0.0% of portfolio
|
Q1 2025
Added 3140.7%
|
|
|
Tower View Investment Management & Research LLC
|
Apr 22, 2025 Q1 2025 |
2,404
shares
|
$53,657
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
2,394
shares
|
$53,434
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
2,250
shares
|
$50,220
0.0% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
May 06, 2025 Q1 2025 |
2,000
shares
|
$44,640
0.01% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
1,923
shares
|
$42,921
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
1,900
shares
|
$42,408
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
1,827
shares
|
$40,778
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
1,500
shares
|
$33,480
0.0% of portfolio
|
Q4 2024
Added 141.94%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
1,411
shares
|
$31,493
0.0% of portfolio
|
Q1 2025
Added 27.46%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
1,350
shares
|
$30,132
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
1,215
shares
|
$27,118
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
1,170
shares
|
$26,114
0.0% of portfolio
|
Q1 2025
Reduced 57.84%
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
1,044
shares
|
$23,302
0.1% of portfolio
|
Q4 2022
Reduced 77.13%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
900
shares
|
$20,088
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
871
shares
|
$19,440
0.0% of portfolio
|
Q4 2023
Added 0.46%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
561
shares
|
$12,521
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Pflug Koory, LLC
|
Apr 17, 2025 Q1 2025 |
522
shares
|
$11,651
0.01% of portfolio
|
Q1 2025
Reduced 62.9%
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
508
shares
|
$11,338
0.0% of portfolio
|
Q1 2025
Reduced 91.98%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
465
shares
|
$10,378
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
459
shares
|
$10,244
0.0% of portfolio
|
Q4 2024
Added 200.0%
|