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

$23.55 +0.20 (+0.86%)
(As of 12/24/2024 04:45 PM ET)
Compare

Institutional Ownership Changes (13F Filings) for Schwab Fundamental U.S. Broad Market Index ETF (NYSEARCA:FNDB)

Number of
Institutional Buyers
(last 12 months)
50
Total
Institutional Inflows
(last 12 months)
$22.36M
Number of
Institutional Sellers
(last 12 months)
40
Total
Institutional Outflows
(last 12 months)
$2.93M
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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
11/25/2024 Sanctuary Advisors LLC30,896$2.17M0.0%+202.2%0.271%
11/18/2024 Coldstream Capital Management Inc.19,722$1.39M0.0%+2.9%0.173%
11/15/2024 Glass Jacobson Investment Advisors llc3,405$240K0.1%+515.7%0.030%
11/15/2024 Stifel Financial Corp4,895$344K0.0%+24.0%0.043%
11/15/2024 HighTower 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%
11/14/2024 Captrust Financial Advisors28,106$1.98M0.0%-6.1%0.247%
11/13/2024 FMR LLC1,457$103K0.0%+139.6%0.013%
11/12/2024 Great Valley Advisor Group Inc.4,747$334K0.0%-17.9%0.042%
11/12/2024 49 Wealth Management LLC3,056$215K0.0%-15.9%0.027%
11/5/2024 Systelligence LLC201,315$14.17M3.5%+1.6%1.766%
11/1/2024 Winthrop Advisory Group LLC2,995$211K0.0%N/A0.026%
10/30/2024 Milestone 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%
10/25/2024 Nicholas Hoffman & Company LLC.19,670$1.38M0.1%+10.5%0.173%
10/25/2024 Vanguard 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%
10/21/2024 Financial Consulate Inc.553,625$38.96M10.3%+0.8%4.856%
10/18/2024Resonant Capital Advisors LLC27,398$1.93M0.1%-1.7%0.240%
10/18/2024Sage 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%
10/10/2024 Retirement Planning Group LLC6,346$447K0.0%-38.2%0.056%
10/9/2024 Clarius Group LLC28,599$2.01M0.1%-0.5%0.251%
10/8/2024 CWM LLC1,008$71K0.0%-21.1%0.009%
10/8/2024 Brightwater 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%
9/23/2024 Centaurus Financial Inc.2,169$142K0.0%N/A0.019%
9/10/2024 Brightwater Advisory LLC112,737$7.39M5.2%N/A0.989%
9/5/2024 Sanctuary Advisors LLC10,223$653K0.0%N/A0.090%
8/16/2024 Creative Planning14,445$947K0.0%+4.7%0.127%
8/13/2024 Callan Capital LLC454,527$29.81M2.5%-0.5%3.987%
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8/12/2024 Glass Jacobson Investment Advisors llc553$36K0.0%+252.2%0.005%
8/12/2024 Carolinas Wealth Consulting LLC15,167$999K0.2%-6.2%0.133%
8/8/2024 Envestnet Asset Management Inc.69,466$4.56M0.0%-5.6%0.609%
8/8/2024 Vanguard 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%
8/3/2024 KM Capital Management Ltd.7,062$463K0.2%N/A0.062%
8/3/2024 Nicholas 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%
8/2/2024 Cozad Asset Management Inc.11,382$746K0.1%+7.4%0.100%
8/1/2024Resonant 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%
7/30/2024 Foster Group Inc.20,962$1.38M0.1%+3.8%0.184%
7/30/2024 Mezzasalma Advisors LLC48,896$3.21M1.4%+77.8%0.429%
7/30/2024 Litman Gregory Wealth Management LLC7,446$488K0.0%+19.6%0.065%
7/27/2024 Zimmermann Investment Management & Planning LLC3,232$212K0.1%-28.0%0.028%
7/26/2024 Cambridge Investment Research Advisors Inc.163,612$10.73M0.0%+5.6%1.435%
7/26/2024 Townsend Asset Management Corp NC ADV50,824$3.33M1.3%-0.4%0.446%
7/25/2024 Systelligence LLC198,102$12.99M3.5%-1.7%1.738%
7/25/2024Pineridge Advisors LLC1,153$76K0.0%-32.3%0.010%
7/25/2024 Wade Financial Advisory Inc15,701$1.03M0.4%-1.4%0.138%
7/24/2024 Sound Stewardship LLC196,008$12.85M7.8%+0.2%1.719%
7/24/2024 Leonard Rickey Investment Advisors P.L.L.C.62,395$4.09M1.0%+3.1%0.547%
7/22/2024 Chevy Chase Trust Holdings LLC8,085$530K0.0%-4.7%0.071%
7/19/2024Raymond James & Associates29,203$1.92M0.0%+8.9%0.256%
7/17/2024 AdvisorNet Financial Inc13,971$916K0.1%+8.0%0.123%
7/16/2024 Wealth Enhancement Advisory Services LLC4,734$310K0.0%N/A0.042%
7/15/2024 MorganRosel Wealth Management LLC12,692$832K0.3%-6.1%0.111%
7/15/2024 Guardian Financial Partners LLC69,093$4.53M3.0%-2.3%0.606%
7/15/2024 Fifth Third Securities Inc.10,171$670K0.1%N/A0.089%
7/12/2024 Hexagon Capital Partners LLC609$40K0.0%N/A0.005%
7/12/2024 First National Corp MA ADV24,199$1.59M0.4%-2.3%0.212%
7/10/2024 CWM LLC1,278$84K0.0%-81.8%0.011%
7/10/2024 CVA Family Office LLC54,687$3.59M0.6%-1.9%0.480%
7/9/2024 ZRC Wealth Management LLC11,573$759K0.4%-2.7%0.102%
7/9/2024 Mather Group LLC.8,527$565K0.0%-9.5%0.075%
5/17/2024Pineridge Advisors LLC1,702$113K0.0%+12.0%0.015%
5/8/2024 Cozad Asset Management Inc.10,595$702K0.1%+5.4%0.093%
5/7/2024 49 Wealth Management LLC3,918$259K0.1%-5.2%0.034%
5/3/2024 Callan Capital LLC456,809$30.27M2.7%-1.3%4.043%
5/3/2024 Chevy Chase Trust Holdings LLC8,486$562K0.0%-5.3%0.075%
5/1/2024 Mission Wealth Management LP4,827$320K0.0%N/A0.043%
4/30/2024Commonwealth Equity Services LLC21,938$1.45M0.0%+9.3%0.194%
4/27/2024 Guardian Financial Partners LLC70,688$4.68M3.2%-6.7%0.626%
4/25/2024 Cambridge Investment Research Advisors Inc.154,948$10.27M0.0%+15.9%1.371%
4/23/2024 Financial Consulate Inc.546,597$36.22M10.7%+0.9%4.837%
4/23/2024Raymond James Financial Services Advisors Inc.113,063$7.49M0.0%+227.7%1.001%
4/22/2024 Nicholas Hoffman & Company LLC.17,536$1.16M0.1%+37.8%0.155%
4/20/2024 Mezzasalma Advisors LLC27,506$1.82M0.9%+385.4%0.296%
4/19/2024 ZRC Wealth Management LLC11,897$788K0.4%-37.8%0.128%
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4/18/2024 SeaCrest Wealth Management LLC13,263$879K0.1%-11.6%0.143%
4/18/2024 Leonard Rickey Investment Advisors P.L.L.C.60,526$4.01M1.0%-1.8%0.651%
4/18/2024 MorganRosel Wealth Management LLC13,520$896K0.3%-10.8%0.145%
4/13/2024 Retirement Planning Group LLC10,272$681K0.1%-5.3%0.110%
4/12/2024CGN Advisors LLC9,819$651K0.1%-12.6%0.106%
4/12/2024 AdvisorNet Financial Inc12,938$857K0.1%+5.0%0.139%
4/12/2024 Systelligence LLC201,600$13.36M3.5%-0.3%2.168%
4/10/2024 CVA Family Office LLC55,746$3.69M0.7%-9.4%0.599%
4/9/2024 Foster Group Inc.20,197$1.34M0.1%+10.0%0.217%
3/22/2024 PNC Financial Services Group Inc.3,300$202K0.0%-46.1%0.035%
(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, 105 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), Systelligence LLC ($14.17M), Sound Stewardship LLC ($13.94M), and Opes Wealth Management LLC ($12.00M).Learn more on FNDB's institutional investors.

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

Of the 85 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 ($205.35K), Raymond James Financial Services Advisors Inc. ($165.71K), Brightwater Advisory LLC ($112.74K), Guardian Financial Partners LLC ($83.81K), and LPL Financial LLC ($66.38K).

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

Institutional investors have bought a total of 3,318,980 shares in the last 24 months. This purchase volume represents approximately $63.63M 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 ($33.40K), 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 433,795 shares in the last 24 months. This volume of shares sold represents approximately $8.35M in transactions.


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This page (NYSEARCA:FNDB) was last updated on 12/25/2024 by MarketBeat.com Staff
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