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

$24.15 -0.18 (-0.74%)
Closing price 01/31/2025 04:10 PM Eastern
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$24.25 +0.10 (+0.43%)
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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)
70
Total
Institutional Inflows
(last 12 months)
$76.53M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$2.24M
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FNDB Institutional Buying and Selling by Quarter

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
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%
1/30/2025 Opes Wealth Management LLC518,825$12.07M2.5%+204.2%4.551%
1/30/2025 James Investment Research Inc.56,809$1.32M0.2%+273.8%0.498%
1/30/2025 Allworth Financial LP1,107$27K0.0%+269.0%0.010%
1/30/2025 Tanglewood Legacy Advisors LLC4,191$97K0.0%N/A0.037%
1/30/2025 Chevy Chase Trust Holdings LLC19,266$448K0.0%+200.0%0.169%
1/30/2025 Values Added Financial LLC45,778$1.07M0.6%+874.0%0.402%
1/29/2025 Sovran Advisors LLC22,729$531K0.1%N/A0.199%
1/29/2025 Pineridge 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%
1/28/2025 Mezzasalma Advisors LLC141,997$3.30M1.1%+191.1%1.246%
1/27/2025 Crewe Advisors LLC8,843$206K0.0%+200.0%0.078%
1/27/2025 Stratos Wealth Partners LTD.10,860$253K0.0%+200.0%0.095%
1/27/2025 Mather Group LLC.24,600$572K0.0%+200.0%0.216%
1/24/2025 Resonant Capital Advisors LLC84,145$1.96M0.1%+207.1%0.738%
1/24/2025 S.A. Mason LLC6,550$152K0.1%+200.0%0.057%
1/24/2025 HHM Wealth Advisors LLC99,273$2.31M0.3%+193.8%0.871%
1/24/2025 Red Tortoise LLC46,196$1.08M0.6%+200.5%0.405%
1/24/2025 Valley National Advisers Inc.6,276$145K0.0%+165.7%0.055%
1/24/2025 Yoder Wealth Management Inc.76,317$1.78M1.0%+196.6%0.669%
1/24/2025 Litman Gregory Wealth Management LLC24,102$561K0.0%+220.8%0.211%
1/23/2025 Fifth Third Securities Inc.27,840$648K0.1%+188.0%0.244%
1/23/2025 Sage Financial Management Group Inc.17,535$408K0.2%+200.0%0.154%
1/23/2025 Capital Investment Advisory Services LLC16,725$389K0.0%+200.0%0.147%
1/23/2025 Foster & Motley Inc.11,847$276K0.0%+201.2%0.104%
1/23/2025 Wade 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%
1/22/2025 Perigon Wealth Management LLC15,258$362K0.0%+200.0%0.134%
1/22/2025 Sound Stewardship LLC582,573$13.55M8.1%+194.0%5.110%
1/22/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management16,688$388K0.0%+241.6%0.146%
1/21/2025 Aspiring Ventures LLC121,666$2.91M1.9%N/A1.067%
1/21/2025 Pflug Koory LLC1,407$33K0.0%+200.0%0.012%
1/17/2025 Red Door Wealth Management LLC86,667$2.02M0.3%+200.0%0.760%
1/16/2025 Leonard Rickey Investment Advisors P.L.L.C.184,958$4.30M1.0%+197.6%1.622%
1/16/2025 Breakwater Investment Management9,087$211K0.1%+200.0%0.080%
1/16/2025 Clarius Group LLC84,969$1.98M0.1%+197.1%0.745%
1/15/2025 HB Wealth Management LLC37,863$881K0.0%+200.0%0.332%
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1/15/2025 Channel Wealth LLC37,710$877K0.3%+200.0%0.331%
1/15/2025 Carnegie Investment Counsel17,588$409K0.0%+193.9%0.154%
1/15/2025 Guardian Financial Partners LLC186,822$4.35M2.6%+195.6%1.639%
1/14/2025 Redhawk Wealth Advisors Inc.34,650$806K0.1%+200.0%0.304%
1/14/2025 SeaCrest Wealth Management LLC42,621$991K0.1%+194.6%0.374%
1/14/2025 GSG Advisors LLC42,142$980K0.3%+201.0%0.370%
1/13/2025 AdvisorNet Financial Inc42,469$988K0.1%+201.8%0.373%
12/26/2024JPMorgan Chase & Co.21,737$1.53M0.0%-4.4%0.191%
11/25/2024Sanctuary Advisors LLC30,896$2.17M0.0%+202.2%0.271%
11/18/2024Coldstream Capital Management Inc.19,722$1.39M0.0%+2.9%0.173%
11/15/2024Glass Jacobson Investment Advisors llc3,405$240K0.1%+515.7%0.030%
11/15/2024Stifel Financial Corp4,895$344K0.0%+24.0%0.043%
11/15/2024HighTower Advisors LLC220,509$15.52M0.0%+1.3%1.934%
11/15/2024 Chevy Chase Trust Holdings LLC6,422$452K0.0%-20.6%0.056%
11/14/2024Captrust Financial Advisors28,106$1.98M0.0%-6.1%0.247%
11/13/2024FMR LLC1,457$103K0.0%+139.6%0.013%
11/12/2024Great Valley Advisor Group Inc.4,747$334K0.0%-17.9%0.042%
11/12/202449 Wealth Management LLC3,056$215K0.0%-15.9%0.027%
11/5/2024Systelligence LLC201,315$14.17M3.5%+1.6%1.766%
11/1/2024 Winthrop Advisory Group LLC2,995$211K0.0%N/A0.026%
10/30/2024Milestone Investment Advisors LLC17,922$1.26M0.4%-5.8%0.157%
10/29/2024 Opes Wealth Management LLC170,538$12.00M2.3%+0.8%1.496%
10/29/2024 James Investment Research Inc.15,197$1.07M0.1%+6.2%0.133%
10/29/2024 Chicago Partners Investment Group LLC22,029$1.55M0.1%+200.0%0.193%
10/28/2024 Values Added Financial LLC4,700$331K0.2%N/A0.041%
10/25/2024Nicholas Hoffman & Company LLC.19,670$1.38M0.1%+10.5%0.173%
10/25/2024Vanguard Capital Wealth Advisors6,226$438K0.5%+78.3%0.055%
10/24/2024 Sound Stewardship LLC198,159$13.94M7.8%+1.1%1.738%
10/24/2024 Valley National Advisers Inc.2,362$166K0.0%-67.2%0.021%
10/21/2024Financial Consulate Inc.553,625$38.96M10.3%+0.8%4.856%
10/18/2024 Resonant Capital Advisors LLC27,398$1.93M0.1%-1.7%0.240%
10/18/2024 Sage Financial Management Group Inc.5,845$411K0.2%N/A0.051%
10/16/2024 SeaCrest Wealth Management LLC14,468$1.02M0.1%+8.5%0.127%
10/10/2024 CVA Family Office LLC52,246$3.68M0.6%-4.5%0.458%
10/10/2024 Carnegie Investment Counsel5,985$421K0.0%-6.4%0.053%
10/10/2024Retirement Planning Group LLC6,346$447K0.0%-38.2%0.056%
10/9/2024 Clarius Group LLC28,599$2.01M0.1%-0.5%0.251%
10/8/2024CWM LLC1,008$71K0.0%-21.1%0.009%
10/8/2024Brightwater Advisory LLC107,155$7.54M5.6%-5.0%0.940%
10/8/2024 First National Corp MA ADV26,944$1.90M0.4%+11.3%0.236%
10/8/2024 Mather Group LLC.8,200$577K0.0%-3.8%0.072%
10/7/2024 Foster Group Inc.21,435$1.51M0.1%+2.3%0.188%
10/5/2024 ZRC Wealth Management LLC10,713$754K0.3%-7.4%0.094%
9/23/2024Centaurus Financial Inc.2,169$142K0.0%N/A0.019%
9/10/2024Brightwater Advisory LLC112,737$7.39M5.2%N/A0.989%
9/5/2024Sanctuary Advisors LLC10,223$653K0.0%N/A0.090%
8/16/2024Creative Planning14,445$947K0.0%+4.7%0.127%
8/13/2024Callan Capital LLC454,527$29.81M2.5%-0.5%3.987%
8/12/2024Glass Jacobson Investment Advisors llc553$36K0.0%+252.2%0.005%
8/12/2024Carolinas Wealth Consulting LLC15,167$999K0.2%-6.2%0.133%
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8/8/2024Envestnet Asset Management Inc.69,466$4.56M0.0%-5.6%0.609%
8/8/2024Vanguard Capital Wealth Advisors3,491$229K0.2%N/A0.031%
8/8/2024 HHM Wealth Advisors LLC38,992$2.56M0.4%-4.5%0.342%
8/6/2024 Opes Wealth Management LLC169,153$11.09M2.3%+0.2%1.484%
8/3/2024KM Capital Management Ltd.7,062$463K0.2%N/A0.062%
8/3/2024Nicholas Hoffman & Company LLC.17,795$1.17M0.1%+1.5%0.156%
8/3/2024 Foster & Motley Inc.3,907$256K0.0%+7.5%0.034%
8/2/2024Cozad Asset Management Inc.11,382$746K0.1%+7.4%0.100%
8/1/2024 Resonant Capital Advisors LLC27,867$1.84M0.1%-0.8%0.244%
7/31/2024Commonwealth Equity Services LLC23,150$1.52M0.0%+5.5%0.203%
(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, 115 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. ($38.96M), Modera Wealth Management LLC ($34.21M), Callan Capital LLC ($29.81M), HighTower Advisors LLC ($15.52M), 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 101 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: Modera Wealth Management LLC ($1.35M), Financial Consulate Inc. ($551.03K), Systelligence LLC ($465.08K), Sound Stewardship LLC ($392.34K), Opes Wealth Management LLC ($369.32K), Guardian Financial Partners LLC ($207.43K), and Raymond James Financial Services Advisors Inc. ($165.71K).

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

Institutional investors have bought a total of 5,631,381 shares in the last 24 months. This purchase volume represents approximately $117.90M 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. ($169.58K), Guardian Financial Partners LLC ($23.99K), Callan Capital LLC ($20.71K), CVA Family Office LLC ($19.86K), Raymond James & Associates ($18.83K), ZRC Wealth Management LLC ($18.83K), and UBS Group AG ($17.58K).

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

Institutional investors have sold a total of 409,276 shares in the last 24 months. This volume of shares sold represents approximately $7.93M in transactions.


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This page (NYSEARCA:FNDB) was last updated on 2/1/2025 by MarketBeat.com Staff
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