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

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Closing price 05/2/2025 04:10 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)
119
Total
Institutional Inflows
(last 12 months)
$180.45M
Number of
Institutional Sellers
(last 12 months)
40
Total
Institutional Outflows
(last 12 months)
$4.73M
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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
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%
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%
3/12/2025Centaurus Financial Inc.6,781$158K0.0%+216.6%0.018%
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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%
2/17/2025CoreCap 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%
2/13/2025 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%
2/12/2025OLD 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%
2/11/2025Sfmg LLC27,996$651K0.1%+200.0%0.246%
2/11/2025 Lee Danner & Bass Inc.1,352$31K0.0%N/A0.012%
2/10/2025Cozad Asset Management Inc.29,936$696K0.1%+162.9%0.263%
2/10/2025 Signaturefd 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%
2/6/2025 Bellevue Asset Management LLC31,056$722K0.4%+192.3%0.272%
2/6/2025 Townsend 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%
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2/4/2025 MorganRosel Wealth Management LLC37,979$883K0.3%+199.1%0.333%
2/4/2025 TruNorth Capital Management LLC8,433$196K2.5%+200.0%0.074%
2/4/2025 KM Capital Management Ltd.25,959$604K0.3%+200.0%0.228%
2/4/2025Wealthspire Advisors LLC70,740$1.65M0.0%+200.0%0.621%
2/3/2025 Callan Capital LLC1,353,972$31.49M2.3%+195.8%11.877%
2/3/2025 Financial 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%
1/31/2025 Systelligence LLC461,048$10.72M2.6%+129.0%4.044%
1/31/2025 Nicholas 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%
(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, 139 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. ($37.67M), Modera Wealth Management LLC ($34.21M), Callan Capital LLC ($30.77M), HighTower Advisors LLC ($15.49M), Cambridge Investment Research Advisors Inc. ($14.08M), Sound Stewardship LLC ($13.17M), and Opes Wealth Management LLC ($12.07M).Learn more on FNDB's institutional investors.

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

Of the 136 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 10,474,854 shares in the last 24 months. This purchase volume represents approximately $231.99M in transactions.

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

Of the 56 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 ($37.60K), Systelligence LLC ($33.28K), Guardian Financial Partners LLC ($25.64K), CVA Family Office LLC ($19.38K), 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 382,560 shares in the last 24 months. This volume of shares sold represents approximately $8.19M in transactions.


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This page (NYSEARCA:FNDB) was last updated on 5/3/2025 by MarketBeat.com Staff
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