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Schwab Fundamental U.S. Broad Market ETF (FNDB) Institutional Ownership

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Closing price 08/5/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Schwab Fundamental U.S. Broad Market ETF (NYSEARCA:FNDB)

Number of
Institutional Buyers
(last 12 months)
132
Total
Institutional Inflows
(last 12 months)
$192.19M
Number of
Institutional Sellers
(last 12 months)
44
Total
Institutional Outflows
(last 12 months)
$14.45M
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FNDB Institutional Buying and Selling by Quarter

Schwab Fundamental U.S. Broad Market ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/5/2025BCGM Wealth Management LLC11,188$268K0.1%-67.2%0.029%
8/1/2025 James Investment Research Inc.73,197$1.76M0.2%+7.9%0.188%
8/1/2025 MorganRosel Wealth Management LLC30,586$733K0.2%-2.4%0.079%
8/1/2025 Envestnet Asset Management Inc.245,556$5.89M0.0%+28.8%0.631%
7/31/2025 Resonant Capital Advisors LLC98,247$2.36M0.2%+11.0%0.253%
7/31/2025 CVA Family Office LLC126,680$3.04M0.4%-1.8%0.326%
7/31/2025 Guardian Financial Partners LLC174,339$4.18M1.9%-0.9%0.448%
7/31/2025 Glass Jacobson Investment Advisors llc24,119$578K0.2%+22.5%0.062%
7/31/2025 Opes Wealth Management LLC701,803$16.83M3.0%+10.6%1.804%
7/30/2025 Family Capital Management Inc.34,070$817K0.4%+71.8%0.088%
7/29/2025 Mezzasalma Advisors LLC144,666$3.47M1.0%+1.1%0.373%
7/29/2025 Chevy Chase Trust Holdings LLC13,505$324K0.0%-17.6%0.035%
7/29/2025 Harbor Asset Planning Inc.6,908$166K0.2%N/A0.018%
7/22/2025 Valley National Advisers Inc.6,210$148K0.0%-22.7%0.016%
7/21/2025 Sage Financial Management Group Inc.10,605$254K0.1%-39.5%0.027%
7/21/2025 Ameritas Advisory Services LLC1,137$27K0.0%N/A0.003%
7/18/2025 Financial Consulate Inc.1,422,825$34.12M6.7%-13.1%3.672%
7/14/2025 Leonard Rickey Investment Advisors P.L.L.C.179,405$4.30M0.9%-1.9%0.464%
7/14/2025 AdvisorNet Financial Inc13,005$312K0.0%-56.6%0.034%
7/14/2025 Foster Group Inc.65,114$1.56M0.1%+6.7%0.168%
7/14/2025 Sound Stewardship LLC616,513$14.78M7.6%+7.8%1.595%
7/11/2025 Vanguard Capital Wealth Advisors19,358$464K0.5%-6.5%0.050%
7/11/2025 Silver Oak Securities Incorporated8,523$204K0.0%N/A0.022%
7/10/2025 Wealth Enhancement Advisory Services LLC44,412$1.09M0.0%N/A0.115%
7/10/2025 Sovran Advisors LLC18,223$443K0.0%-5.3%0.047%
7/9/2025 Channel Wealth LLC31,150$747K0.2%-13.8%0.081%
7/8/2025 Elevation Wealth Partners LLC24,879$597K0.2%-12.9%0.065%
7/8/2025 Parallel Advisors LLC2,999$72K0.0%+99.9%0.008%
6/2/2025Modern Wealth Management LLC12,006$276K0.0%N/A0.031%
5/21/2025Geneos Wealth Management Inc.2,787$64K0.0%+3,140.7%0.007%
5/19/2025Jane Street Group LLC50,539$1.16M0.0%N/A0.131%
5/16/2025Goldman Sachs Group Inc.85,970$1.98M0.0%+8.3%0.222%
5/14/2025Northwestern Mutual Wealth Management Co.6,853$158K0.0%+8.1%0.018%
5/13/2025Raymond James Financial Inc.445,799$10.26M0.0%+6.1%1.158%
5/13/2025HighTower Advisors LLC672,998$15.49M0.0%+1.0%1.748%
5/12/2025SouthState Corp3,979$92K0.0%N/A0.010%
5/12/2025Avant Capital LLC21,026$484K0.4%+7.2%0.055%
5/12/2025AlphaCore Capital LLC1,215$28K0.0%N/A0.003%
5/9/2025Nicholas Hoffman & Company LLC.48,949$1.13M0.0%-6.1%0.127%
5/9/2025 Exencial Wealth Advisors LLC36,049$829K0.0%-3.7%0.094%
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5/9/2025Total Investment Management Inc.19,322$445K0.1%+12.1%0.050%
5/9/2025Cheviot Value Management LLC4,001$90K0.0%N/A0.010%
5/8/2025BCGM Wealth Management LLC34,146$786K0.2%N/A0.089%
5/8/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management14,580$335K0.0%-12.6%0.038%
5/8/2025HHM Wealth Advisors LLC96,693$2.23M0.3%-2.6%0.251%
5/7/2025LPL Financial LLC125,654$2.89M0.0%-51.9%0.326%
5/6/2025Cetera Investment Advisers16,228$373K0.0%N/A0.042%
5/6/2025Avantax Advisory Services Inc.20,656$475K0.0%+55.6%0.054%
5/6/2025 Carnegie Investment Counsel14,823$341K0.0%-15.7%0.039%
5/6/2025 Opes Wealth Management LLC634,586$14.60M2.9%+22.3%1.648%
5/6/2025 Blume Capital Management Inc.2,000$46K0.0%-33.3%0.005%
5/2/2025KM Capital Management Ltd.24,164$556K0.3%-6.9%0.063%
5/2/2025 Litman Gregory Wealth Management LLC22,537$519K0.0%-6.5%0.059%
5/2/2025 James Investment Research Inc.67,824$1.56M0.2%+19.4%0.176%
5/2/2025Larson Financial Group LLC1,900$44K0.0%N/A0.005%
5/1/2025 CWM LLC1,170$27K0.0%-57.8%0.003%
4/30/2025 Family Capital Management Inc.19,828$456K0.3%N/A0.052%
4/29/2025Callan Capital LLC1,337,085$30.77M2.3%-1.2%3.473%
4/29/2025 Envestnet Asset Management Inc.190,688$4.39M0.0%-0.4%0.495%
4/29/2025Capital Investment Advisory Services LLC17,549$404K0.0%+4.9%0.046%
4/29/2025 Values Added Financial LLC49,678$1.14M0.6%+8.5%0.129%
4/28/2025 Bellevue Asset Management LLC28,555$657K0.4%-8.1%0.074%
4/28/2025Milestone Investment Advisors LLC38,699$890K0.2%-25.3%0.101%
4/28/2025 Resonant Capital Advisors LLC88,490$2.04M0.1%+5.2%0.230%
4/25/2025 MorganRosel Wealth Management LLC31,348$721K0.2%-17.5%0.082%
4/25/2025 Valley National Advisers Inc.8,031$184K0.0%+28.0%0.021%
4/25/2025 Financial Consulate Inc.1,637,012$37.67M9.5%-0.3%4.269%
4/25/2025 Sovran Advisors LLC19,252$413K0.1%-15.3%0.050%
4/23/2025 Chevy Chase Trust Holdings LLC16,395$377K0.0%-14.9%0.043%
4/23/2025 Systelligence LLC431,799$9.94M2.4%-6.3%1.126%
4/23/2025 Guardian Financial Partners LLC175,905$4.05M1.9%-5.8%0.459%
4/23/2025 Valmark Advisers Inc.9,075$209K0.0%N/A0.024%
4/22/2025 Yoder Wealth Management Inc.73,217$1.69M0.9%-4.1%0.191%
4/22/2025 Cambridge Investment Research Advisors Inc.611,814$14.08M0.0%+6.2%1.595%
4/22/2025 Tower View Wealth Management LLC2,404$55K0.0%N/A0.006%
4/21/2025 Townsend Asset Management Corp NC ADV130,393$3M1.2%-9.1%0.340%
4/18/2025 Mezzasalma Advisors LLC143,092$3.29M1.1%+0.8%0.373%
4/18/2025 Clarius Group LLC89,484$2.06M0.1%+5.3%0.233%
4/17/2025 NBT Bank N A NY11,955$275K0.0%N/A0.031%
4/16/2025 CVA Family Office LLC129,001$2.97M0.5%-1.9%0.336%
4/16/2025 Sound Stewardship LLC572,124$13.17M7.5%-1.8%1.492%
4/15/2025 Leonard Rickey Investment Advisors P.L.L.C.182,895$3.98M0.9%-1.1%0.477%
4/14/2025 Farther Finance Advisors LLC12,603$290K0.0%+51.8%0.033%
4/11/2025 Vanguard Capital Wealth Advisors20,714$477K0.6%+4.8%0.054%
4/10/2025 Retirement Planning Group LLC17,424$401K0.0%-8.5%0.045%
4/10/2025 Channel Wealth LLC36,140$832K0.3%-4.2%0.094%
4/9/2025 Elevation Wealth Partners LLC28,551$657K0.3%-10.3%0.074%
4/8/2025 Winthrop Advisory Group LLC9,092$209K0.0%N/A0.024%
4/7/2025 AdvisorNet Financial Inc29,975$690K0.1%-29.4%0.078%
3/24/2025Mascagni Wealth Management Inc.2,885$67K0.1%N/A0.008%
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3/12/2025Centaurus Financial Inc.6,781$158K0.0%+216.6%0.018%
2/27/2025Carolinas Wealth Consulting LLC46,120$1.07M0.2%+201.4%0.405%
2/18/2025 Retirement Planning Group LLC19,038$443K0.0%+200.0%0.167%
2/18/202549 Wealth Management LLC8,982$209K0.0%+193.9%0.079%
2/18/2025 Vanguard Capital Wealth Advisors19,762$460K0.5%+217.4%0.173%
2/17/2025Kaizen Financial Strategies118,651$2.76M1.6%+220.2%1.041%
2/17/2025CoreCap Advisors LLC2,394$56K0.0%+200.0%0.021%
2/17/2025Cornerstone Financial Group LLC NE51,805$1.21M1.2%N/A0.454%
2/17/2025Captrust Financial Advisors83,195$1.94M0.0%+196.0%0.730%
2/17/2025Baird Financial Group Inc.21,811$507K0.0%+257.3%0.191%
(Data available from 1/1/2016 forward)

FNDB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FNDB shares?

During the previous two years, 150 institutional investors and hedge funds held shares of Schwab Fundamental U.S. Broad Market ETF. The most heavily invested institutionals were Modera Wealth Management LLC ($34.21M), Financial Consulate Inc. ($34.12M), Callan Capital LLC ($30.77M), Opes Wealth Management LLC ($16.83M), HighTower Advisors LLC ($15.49M), Sound Stewardship LLC ($14.78M), and Cambridge Investment Research Advisors Inc. ($14.08M).Learn more on Schwab Fundamental U.S. Broad Market ETF's institutional investors.

Which institutional investors have been buying Schwab Fundamental U.S. Broad Market ETF's stock?

Of the 145 institutional investors that purchased Schwab Fundamental U.S. Broad Market ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Financial Consulate Inc. ($1.64M), Modera Wealth Management LLC ($1.35M), Callan Capital LLC ($896.19K), Opes Wealth Management LLC ($539.20K), HighTower Advisors LLC ($467.42K), Systelligence LLC ($465.08K), and Raymond James Financial Inc. ($445.80K).

How much institutional buying is happening at Schwab Fundamental U.S. Broad Market ETF?

Institutional investors have bought a total of 8,265,820 shares in the last 24 months. This purchase volume represents approximately $192.19M in transactions.

Which of Schwab Fundamental U.S. Broad Market ETF's major shareholders have been selling company stock?

Of the 44 institutional investors that sold Schwab Fundamental U.S. Broad Market ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Financial Consulate Inc. ($218.40K), LPL Financial LLC ($135.47K), AdvisorNet Financial Inc ($29.46K), Systelligence LLC ($29.25K), BCGM Wealth Management LLC ($22.96K), Callan Capital LLC ($19.17K), and Milestone Investment Advisors LLC ($14.24K).

How much institutional selling is happening at Schwab Fundamental U.S. Broad Market ETF?

Institutional investors have sold a total of 616,039 shares in the last 24 months. This volume of shares sold represents approximately $14.45M in transactions.


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This page (NYSEARCA:FNDB) was last updated on 8/6/2025 by MarketBeat.com Staff
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