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

$22.81 -0.09 (-0.39%)
As of 05/23/2025 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
129
Total
Institutional Inflows
(last 12 months)
$186.85M
Number of
Institutional Sellers
(last 12 months)
45
Total
Institutional Outflows
(last 12 months)
$8.00M
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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
5/21/2025 Geneos Wealth Management Inc.2,787$64K0.0%+3,140.7%0.007%
5/19/2025 Jane Street Group LLC50,539$1.16M0.0%N/A0.131%
5/16/2025 Goldman Sachs Group Inc.85,970$1.98M0.0%+8.3%0.223%
5/14/2025 Northwestern Mutual Wealth Management Co.6,853$158K0.0%+8.1%0.018%
5/13/2025 Raymond James Financial Inc.445,799$10.26M0.0%+6.1%1.158%
5/13/2025 HighTower Advisors LLC672,998$15.49M0.0%+1.0%1.748%
5/12/2025 SouthState Corp3,979$92K0.0%N/A0.010%
5/12/2025 Avant Capital LLC21,026$484K0.4%+7.2%0.055%
5/12/2025 AlphaCore Capital LLC1,215$28K0.0%N/A0.003%
5/9/2025 Nicholas 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%
5/9/2025 Total Investment Management Inc.19,322$445K0.1%+12.1%0.050%
5/9/2025 Cheviot Value Management LLC4,001$90K0.0%N/A0.010%
5/8/2025 BCGM 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%
5/8/2025 HHM Wealth Advisors LLC96,693$2.23M0.3%-2.6%0.251%
5/7/2025 LPL Financial LLC125,654$2.89M0.0%-51.9%0.326%
5/6/2025 Cetera Investment Advisers16,228$373K0.0%N/A0.042%
5/6/2025 Avantax 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%
5/2/2025 KM 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%
5/2/2025 Larson 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%
4/29/2025 Callan 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%
4/29/2025 Capital 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%
4/28/2025 Milestone 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%
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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%
3/24/2025 Mascagni Wealth Management Inc.2,885$67K0.1%N/A0.008%
3/12/2025 Centaurus 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%
2/18/2025 49 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%
2/17/2025 CoreCap Advisors LLC2,394$56K0.0%+200.0%0.021%
2/17/2025 Cornerstone Financial Group LLC NE51,805$1.21M1.2%N/A0.454%
2/17/2025 Captrust Financial Advisors83,195$1.94M0.0%+196.0%0.730%
2/17/2025 Baird Financial Group Inc.21,811$507K0.0%+257.3%0.191%
2/17/2025 Bank of America Corp DE414,938$9.65M0.0%+1,284.9%3.640%
2/17/2025 Ameriprise Financial Inc.355,075$8.25M0.0%+210.5%3.115%
2/17/2025 Ancora Advisors LLC1,350$31K0.0%+200.0%0.012%
2/17/2025 Aptus Capital Advisors LLC5,889$137K0.0%N/A0.052%
2/14/2025 Mercer Global Advisors Inc. ADV9,478$220K0.0%-11.7%0.083%
2/14/2025 Lido Advisors LLC12,806$298K0.0%+201.0%0.112%
2/14/2025 Coldstream Capital Management Inc.54,096$1.26M0.0%+174.3%0.475%
2/14/2025 Keyvantage Wealth LLC14,484$337K0.2%N/A0.127%
2/14/2025 Stifel Financial Corp14,615$340K0.0%+198.6%0.128%
2/14/2025 MML Investors Services LLC86,327$2.01M0.0%+216.1%0.757%
2/13/2025 NewEdge Advisors LLC1,923$45K0.0%+200.0%0.017%
2/13/2025 Mariner LLC50,740$1.18M0.0%+239.9%0.445%
2/13/2025 Glass Jacobson Investment Advisors llc19,682$458K0.2%+478.0%0.173%
2/13/2025 Quadrant Capital Group LLC43,944$1.02M0.1%+200.0%0.385%
2/13/2025 Envestnet Asset Management Inc.191,392$4.45M0.0%+160.2%1.679%
2/12/2025 Milestone Investment Advisors LLC51,834$1.21M0.3%+189.2%0.455%
2/12/2025 OLD Mission Capital LLC13,197$307K0.0%N/A0.116%
2/12/2025 CIBC Private Wealth Group LLC5,789$135K0.0%+199.9%0.051%
2/12/2025 Brown Brothers Harriman & Co.51,171$1.19M0.0%+200.0%0.449%
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2/12/2025 JPMorgan Chase & Co.51,630$1.20M0.0%+137.5%0.453%
2/11/2025 LPL Financial LLC261,127$6.07M0.0%+212.1%2.291%
2/11/2025 Sfmg LLC27,996$651K0.1%+200.0%0.246%
2/11/2025 Lee Danner & Bass Inc.1,352$31K0.0%N/A0.012%
2/10/2025 Cozad Asset Management Inc.29,936$696K0.1%+162.9%0.263%
2/10/2025 Signaturefd LLC2,233$52K0.0%+200.1%0.020%
2/10/2025 Harbour Investments Inc.7,348$171K0.0%+201.4%0.064%
2/10/2025 Corient Private Wealth LLC44,145$1.00M0.0%+200.0%0.387%
2/10/2025 Blume Capital Management Inc.3,000$70K0.0%+200.0%0.026%
2/10/2025 Commonwealth Equity Services LLC72,806$1.69M0.0%+212.8%0.639%
(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, 146 institutional investors and hedge funds held shares of Schwab Fundamental U.S. Broad Market ETF. The most heavily invested institutionals were Financial Consulate Inc. ($37.67M), Modera Wealth Management LLC ($34.21M), Callan Capital LLC ($30.77M), HighTower Advisors LLC ($15.49M), Opes Wealth Management LLC ($14.60M), Cambridge Investment Research Advisors Inc. ($14.08M), and Sound Stewardship LLC ($13.17M).Learn more on FNDB's institutional investors.

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

Of the 142 institutional investors that purchased Schwab Fundamental U.S. Broad Market 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), Opes Wealth Management LLC ($479.15K), 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 10,713,348 shares in the last 24 months. This purchase volume represents approximately $237.68M in transactions.

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

Of the 59 institutional investors that sold Schwab Fundamental U.S. Broad Market ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: LPL Financial LLC ($135.47K), Raymond James Financial Services Advisors Inc. ($51.99K), Callan Capital LLC ($36.15K), Systelligence LLC ($33.28K), Guardian Financial Partners LLC ($25.64K), CVA Family Office LLC ($19.38K), and ZRC Wealth Management LLC ($18.83K).

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

Institutional investors have sold a total of 527,381 shares in the last 24 months. This volume of shares sold represents approximately $11.54M in transactions.


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This page (NYSEARCA:FNDB) was last updated on 5/24/2025 by MarketBeat.com Staff
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