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 |
|---|---|---|---|---|---|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
300
shares
|
$7,029
0.0% of portfolio
|
Q3 2023
Reduced 40.0%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
300
shares
|
$7,029
0.0% of portfolio
|
Q3 2022
Reduced 67.18%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Aug 05, 2024 Q2 2024 |
267
shares
|
$6,255
0.01% of portfolio
|
Q2 2024
Reduced 17.85%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
226
shares
|
$5,295
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
187
shares
|
$4,381
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
155
shares
|
$3,631
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
100
shares
|
$2,343
0.0% of portfolio
|
Q1 2024
Reduced 33.33%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
77
shares
|
$1,804
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Aug 09, 2024 Q2 2024 |
45
shares
|
$1,054
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Aug 14, 2024 Q2 2024 |
37
shares
|
$866
0.0% of portfolio
|
Q1 2024
Added 23.33%
|
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
28
shares
|
$656
0.0% of portfolio
|
Q1 2024
Added 7.69%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2024 Q2 2024 |
22
shares
|
$515
0.0% of portfolio
|
Q1 2023
Added 2100.0%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 02, 2024 Q3 2024 |
5
shares
|
$117
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|