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

$21.34 -0.36 (-1.66%)
As of 01:58 PM Eastern
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Institutional Ownership Changes (13F Filings) for Schwab Fundamental U.S. Broad Market Index ETF (NYSEARCA:FNDB)

Number of
Institutional Buyers
(last 12 months)
116
Total
Institutional Inflows
(last 12 months)
$181.00M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$2.23M
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FNDB Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2025Leonard 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%
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%
2/17/2025 Kaizen 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 NE 51,805$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%
2/17/2025Bank of America Corp DE414,938$9.65M0.0%+1,284.9%3.640%
2/17/2025Ameriprise Financial Inc.355,075$8.25M0.0%+210.5%3.115%
2/17/2025Ancora Advisors LLC1,350$31K0.0%+200.0%0.012%
2/17/2025Aptus Capital Advisors LLC5,889$137K0.0%N/A0.052%
2/14/2025Mercer Global Advisors Inc. ADV9,478$220K0.0%-11.7%0.083%
2/14/2025Lido Advisors LLC12,806$298K0.0%+201.0%0.112%
2/14/2025Coldstream Capital Management Inc.54,096$1.26M0.0%+174.3%0.475%
2/14/2025Keyvantage Wealth LLC14,484$337K0.2%N/A0.127%
2/14/2025Stifel Financial Corp14,615$340K0.0%+198.6%0.128%
2/14/2025MML Investors Services LLC86,327$2.01M0.0%+216.1%0.757%
2/13/2025NewEdge Advisors LLC1,923$45K0.0%+200.0%0.017%
2/13/2025Mariner LLC50,740$1.18M0.0%+239.9%0.445%
2/13/2025 Glass Jacobson Investment Advisors llc19,682$458K0.2%+478.0%0.173%
2/13/2025Quadrant Capital Group LLC43,944$1.02M0.1%+200.0%0.385%
2/13/2025Envestnet Asset Management Inc.191,392$4.45M0.0%+160.2%1.679%
2/12/2025Milestone Investment Advisors LLC51,834$1.21M0.3%+189.2%0.455%
2/12/2025OLD Mission Capital LLC13,197$307K0.0%N/A0.116%
2/12/2025CIBC Private Wealth Group LLC5,789$135K0.0%+199.9%0.051%
2/12/2025Brown Brothers Harriman & Co.51,171$1.19M0.0%+200.0%0.449%
2/12/2025JPMorgan Chase & Co.51,630$1.20M0.0%+137.5%0.453%
2/11/2025LPL Financial LLC261,127$6.07M0.0%+212.1%2.291%
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2/11/2025Sfmg LLC27,996$651K0.1%+200.0%0.246%
2/11/2025Lee Danner & Bass Inc.1,352$31K0.0%N/A0.012%
2/10/2025Cozad Asset Management Inc.29,936$696K0.1%+162.9%0.263%
2/10/2025Signaturefd LLC2,233$52K0.0%+200.1%0.020%
2/10/2025Harbour Investments Inc.7,348$171K0.0%+201.4%0.064%
2/10/2025Corient Private Wealth LLC44,145$1.00M0.0%+200.0%0.387%
2/10/2025Blume Capital Management Inc.3,000$70K0.0%+200.0%0.026%
2/10/2025Commonwealth Equity Services LLC72,806$1.69M0.0%+212.8%0.639%
2/10/2025Avantax Advisory Services Inc.13,278$309K0.0%N/A0.116%
2/10/2025 Farther Finance Advisors LLC8,305$193K0.0%+200.9%0.073%
2/7/2025HighTower Advisors LLC666,080$15.49M0.0%+202.1%5.843%
2/7/2025PNC Financial Services Group Inc.9,900$230K0.0%+200.0%0.087%
2/6/2025Bellevue Asset Management LLC31,056$722K0.4%+192.3%0.272%
2/6/2025Townsend Asset Management Corp NC ADV143,384$3.34M1.2%+181.2%1.258%
2/6/2025Raymond James Financial Inc.420,198$9.77M0.0%N/A3.686%
2/6/2025Exencial Wealth Advisors LLC37,444$871K0.0%+186.0%0.328%
2/6/2025Steward Partners Investment Advisory LLC3,468$81K0.0%+200.0%0.030%
2/6/2025Jones Financial Companies Lllp6,333$147K0.0%+761.6%0.056%
2/5/2025Parkside Financial Bank & Trust4,811$112K0.0%+200.5%0.042%
2/5/2025Brightwater Advisory LLC302,913$7.05M5.5%+182.7%2.657%
2/4/2025MorganRosel Wealth Management LLC37,979$883K0.3%+199.1%0.333%
2/4/2025TruNorth Capital Management LLC8,433$196K2.5%+200.0%0.074%
2/4/2025KM Capital Management Ltd.25,959$604K0.3%+200.0%0.228%
2/4/2025Wealthspire Advisors LLC70,740$1.65M0.0%+200.0%0.621%
2/3/2025Callan Capital LLC1,353,972$31.49M2.3%+195.8%11.877%
2/3/2025Financial Consulate Inc.1,641,227$38.18M10.1%+196.5%14.397%
2/3/2025Werba Rubin Papier Wealth Management16,574$386K0.1%+200.0%0.145%
1/31/2025Systelligence LLC461,048$10.72M2.6%+129.0%4.044%
1/31/2025Nicholas Hoffman & Company LLC.52,107$1.21M0.0%+164.9%0.457%
1/31/2025Total Investment Management Inc.17,239$401K0.1%+272.7%0.151%
1/30/2025Opes Wealth Management LLC518,825$12.07M2.5%+204.2%4.551%
1/30/2025James Investment Research Inc.56,809$1.32M0.2%+273.8%0.498%
1/30/2025Allworth Financial LP1,107$27K0.0%+269.0%0.010%
1/30/2025Tanglewood Legacy Advisors LLC4,191$97K0.0%N/A0.037%
1/30/2025Chevy Chase Trust Holdings LLC19,266$448K0.0%+200.0%0.169%
1/30/2025Values Added Financial LLC45,778$1.07M0.6%+874.0%0.402%
1/29/2025Sovran Advisors LLC22,729$531K0.1%N/A0.199%
1/29/2025Pineridge Advisors LLC7,049$164K0.1%+357.1%0.062%
1/29/2025 First National Corp MA ADV85,090$1.98M0.4%+215.8%0.746%
1/29/2025 Elevation Wealth Partners LLC31,845$741K0.3%+197.3%0.279%
1/28/2025Mezzasalma Advisors LLC141,997$3.30M1.1%+191.1%1.246%
1/27/2025Crewe Advisors LLC8,843$206K0.0%+200.0%0.078%
1/27/2025Stratos Wealth Partners LTD.10,860$253K0.0%+200.0%0.095%
1/27/2025Mather Group LLC.24,600$572K0.0%+200.0%0.216%
1/24/2025Resonant Capital Advisors LLC84,145$1.96M0.1%+207.1%0.738%
1/24/2025S.A. Mason LLC6,550$152K0.1%+200.0%0.057%
1/24/2025HHM Wealth Advisors LLC99,273$2.31M0.3%+193.8%0.871%
1/24/2025Red Tortoise LLC46,196$1.08M0.6%+200.5%0.405%
1/24/2025Valley National Advisers Inc.6,276$145K0.0%+165.7%0.055%
1/24/2025Yoder Wealth Management Inc.76,317$1.78M1.0%+196.6%0.669%
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1/24/2025Litman Gregory Wealth Management LLC24,102$561K0.0%+220.8%0.211%
1/23/2025Fifth Third Securities Inc.27,840$648K0.1%+188.0%0.244%
1/23/2025Sage Financial Management Group Inc.17,535$408K0.2%+200.0%0.154%
1/23/2025Capital Investment Advisory Services LLC16,725$389K0.0%+200.0%0.147%
1/23/2025Foster & Motley Inc.11,847$276K0.0%+201.2%0.104%
1/23/2025Wade Financial Advisory Inc46,158$1.07M0.4%+200.0%0.405%
1/23/2025 Foster Group Inc.60,741$1.41M0.1%+183.4%0.533%
1/22/2025Perigon Wealth Management LLC15,258$362K0.0%+200.0%0.134%
1/22/2025Sound Stewardship LLC582,573$13.55M8.1%+194.0%5.110%
1/22/2025Empirical Financial Services LLC d.b.a. Empirical Wealth Management16,688$388K0.0%+241.6%0.146%
(Data available from 1/1/2016 forward)

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FNDB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FNDB shares?

During the previous two years, 138 institutional investors and hedge funds held shares of Schwab Fundamental U.S. Broad Market Index ETF. The most heavily invested institutionals were Financial Consulate Inc. ($38.18M), Modera Wealth Management LLC ($34.21M), Callan Capital LLC ($31.49M), HighTower Advisors LLC ($15.49M), Sound Stewardship LLC ($13.55M), Opes Wealth Management LLC ($12.07M), and Cambridge Investment Research Advisors Inc. ($10.73M).Learn more on FNDB's institutional investors.

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

Of the 134 institutional investors that purchased Schwab Fundamental U.S. Broad Market Index ETF 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), Systelligence LLC ($465.08K), HighTower Advisors LLC ($460.50K), Raymond James Financial Inc. ($420.20K), and Sound Stewardship LLC ($392.34K).

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

Institutional investors have bought a total of 10,401,234 shares in the last 24 months. This purchase volume represents approximately $230.12M in transactions.

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

Of the 54 institutional investors that sold Schwab Fundamental U.S. Broad Market Index ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Raymond James Financial Services Advisors Inc. ($51.99K), Callan Capital LLC ($20.71K), ZRC Wealth Management LLC ($18.83K), UBS Group AG ($17.58K), CVA Family Office LLC ($16.84K), Guardian Financial Partners LLC ($14.72K), and AdvisorNet Financial Inc ($12.49K).

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

Institutional investors have sold a total of 265,222 shares in the last 24 months. This volume of shares sold represents approximately $5.45M in transactions.


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This page (NYSEARCA:FNDB) was last updated on 4/16/2025 by MarketBeat.com Staff
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