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

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

Number of
Institutional Buyers
(last 12 months)
133
Total
Institutional Inflows
(last 12 months)
$225.84M
Number of
Institutional Sellers
(last 12 months)
49
Total
Institutional Outflows
(last 12 months)
$20.22M
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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
10/9/2025Guardian Financial Partners LLC168,271$4.33M1.8%-3.5%0.430%
10/7/2025 Channel Wealth LLC35,016$901K0.2%+12.4%0.089%
9/4/2025Osaic Holdings Inc.54,666$1.31M0.0%+10.1%0.141%
8/29/2025Total Investment Management Inc.20,108$482K0.1%+4.1%0.052%
8/29/2025Centaurus Financial Inc.5,903$142K0.0%-6.5%0.015%
8/15/2025Tower Research Capital LLC TRC 5,173$124K0.0%-72.2%0.013%
8/15/2025Corient Private Wealth LLC140,592$3.35M0.0%+185.5%0.361%
8/15/2025Captrust Financial Advisors60,788$1.46M0.0%-20.6%0.156%
8/15/2025MML Investors Services LLC145,641$3.49M0.0%+63.0%0.374%
8/15/2025Modern Wealth Management LLC22,008$528K0.0%+83.3%0.057%
8/15/2025Bank of America Corp DE435,216$10.44M0.0%+6.0%1.119%
8/15/2025Ameriprise Financial Inc.262,206$6.28M0.0%+6.2%0.674%
8/14/2025Jane Street Group LLC12,416$298K0.0%-75.4%0.032%
8/14/2025Raymond James Financial Inc.279,639$6.71M0.0%-37.3%0.719%
8/13/2025Milestone Investment Advisors LLC37,386$897K0.2%-3.4%0.096%
8/13/2025Lido Advisors LLC12,238$293K0.0%-4.7%0.031%
8/13/2025Northwestern Mutual Wealth Management Co.9,172$220K0.0%+33.8%0.024%
8/12/2025Steward Partners Investment Advisory LLC7,125$171K0.0%+105.4%0.018%
8/12/2025Cozad Asset Management Inc.28,993$695K0.1%-3.2%0.075%
8/12/2025AlphaCore Capital LLC1,293,595$31.02M1.2%+106,368.7%3.325%
8/12/2025JPMorgan Chase & Co.61,525$1.48M0.0%+11.2%0.158%
8/11/2025Traub Capital Management LLC1,050$25K0.0%N/A0.003%
8/8/2025KM Capital Management Ltd.19,809$475K0.2%-18.0%0.051%
8/8/2025Cetera Investment Advisers26,110$626K0.0%+60.9%0.067%
8/8/2025Creative Planning43,241$1.04M0.0%-13.1%0.112%
8/8/2025Kaizen Financial Strategies117,633$2.82M1.4%-0.6%0.304%
8/8/2025PNC Financial Services Group Inc.8,700$209K0.0%-12.1%0.022%
8/7/2025Allworth Financial LP2,935$70K0.0%+108.0%0.008%
8/5/2025BCGM Wealth Management LLC11,188$268K0.1%-67.2%0.029%
8/1/2025James Investment Research Inc.73,197$1.76M0.2%+7.9%0.188%
8/1/2025MorganRosel Wealth Management LLC30,586$733K0.2%-2.4%0.079%
8/1/2025Envestnet Asset Management Inc.245,556$5.89M0.0%+28.8%0.631%
7/31/2025Resonant Capital Advisors LLC98,247$2.36M0.2%+11.0%0.253%
7/31/2025CVA Family Office LLC126,680$3.04M0.4%-1.8%0.326%
7/31/2025Guardian Financial Partners LLC174,339$4.18M1.9%-0.9%0.448%
7/31/2025Glass Jacobson Investment Advisors llc24,119$578K0.2%+22.5%0.062%
7/31/2025Opes Wealth Management LLC701,803$16.83M3.0%+10.6%1.804%
7/30/2025Family Capital Management Inc.34,070$817K0.4%+71.8%0.088%
7/29/2025Mezzasalma Advisors LLC144,666$3.47M1.0%+1.1%0.373%
7/29/2025Chevy Chase Trust Holdings LLC13,505$324K0.0%-17.6%0.035%
7/29/2025Harbor Asset Planning Inc.6,908$166K0.2%N/A0.018%
7/22/2025Valley National Advisers Inc.6,210$148K0.0%-22.7%0.016%
7/21/2025Sage Financial Management Group Inc.10,605$254K0.1%-39.5%0.027%
7/21/2025Ameritas Advisory Services LLC1,137$27K0.0%N/A0.003%
7/18/2025Financial Consulate Inc.1,422,825$34.12M6.7%-13.1%3.672%
7/14/2025Leonard Rickey Investment Advisors P.L.L.C.179,405$4.30M0.9%-1.9%0.464%
7/14/2025AdvisorNet Financial Inc13,005$312K0.0%-56.6%0.034%
7/14/2025Foster Group Inc.65,114$1.56M0.1%+6.7%0.168%
7/14/2025Sound Stewardship LLC616,513$14.78M7.6%+7.8%1.595%
7/11/2025Vanguard Capital Wealth Advisors19,358$464K0.5%-6.5%0.050%
7/11/2025Silver Oak Securities Incorporated8,523$204K0.0%N/A0.022%
7/10/2025Wealth Enhancement Advisory Services LLC44,412$1.09M0.0%N/A0.115%
7/10/2025Sovran Advisors LLC18,223$443K0.0%-5.3%0.047%
7/9/2025 Channel Wealth LLC31,150$747K0.2%-13.8%0.081%
7/8/2025 Elevation Wealth Partners LLC24,879$597K0.2%-12.9%0.065%
7/8/2025Parallel Advisors LLC2,999$72K0.0%+99.9%0.008%
6/2/2025Modern Wealth Management LLC12,006$276K0.0%N/A0.031%
5/21/2025Geneos Wealth Management Inc.2,787$64K0.0%+3,140.7%0.007%
5/19/2025Jane Street Group LLC50,539$1.16M0.0%N/A0.131%
5/16/2025Goldman Sachs Group Inc.85,970$1.98M0.0%+8.3%0.222%
5/14/2025Northwestern Mutual Wealth Management Co.6,853$158K0.0%+8.1%0.018%
5/13/2025Raymond James Financial Inc.445,799$10.26M0.0%+6.1%1.158%
5/13/2025HighTower Advisors LLC672,998$15.49M0.0%+1.0%1.748%
5/12/2025SouthState Corp3,979$92K0.0%N/A0.010%
5/12/2025Avant Capital LLC21,026$484K0.4%+7.2%0.055%
5/12/2025AlphaCore Capital LLC1,215$28K0.0%N/A0.003%
5/9/2025Nicholas Hoffman & Company LLC.48,949$1.13M0.0%-6.1%0.127%
5/9/2025Exencial Wealth Advisors LLC36,049$829K0.0%-3.7%0.094%
5/9/2025Total Investment Management Inc.19,322$445K0.1%+12.1%0.050%
5/9/2025Cheviot Value Management LLC4,001$90K0.0%N/A0.010%
5/8/2025BCGM Wealth Management LLC34,146$786K0.2%N/A0.089%
5/8/2025Empirical Financial Services LLC d.b.a. Empirical Wealth Management14,580$335K0.0%-12.6%0.038%
5/8/2025HHM Wealth Advisors LLC96,693$2.23M0.3%-2.6%0.251%
5/7/2025LPL Financial LLC125,654$2.89M0.0%-51.9%0.326%
5/6/2025Cetera Investment Advisers16,228$373K0.0%N/A0.042%
5/6/2025Avantax Advisory Services Inc.20,656$475K0.0%+55.6%0.054%
5/6/2025Carnegie Investment Counsel14,823$341K0.0%-15.7%0.039%
5/6/2025Opes Wealth Management LLC634,586$14.60M2.9%+22.3%1.648%
5/6/2025Blume Capital Management Inc.2,000$46K0.0%-33.3%0.005%
5/2/2025KM Capital Management Ltd.24,164$556K0.3%-6.9%0.063%
5/2/2025Litman Gregory Wealth Management LLC22,537$519K0.0%-6.5%0.059%
5/2/2025James Investment Research Inc.67,824$1.56M0.2%+19.4%0.176%
5/2/2025Larson Financial Group LLC1,900$44K0.0%N/A0.005%
5/1/2025CWM LLC1,170$27K0.0%-57.8%0.003%
4/30/2025Family Capital Management Inc.19,828$456K0.3%N/A0.052%
4/29/2025Callan Capital LLC1,337,085$30.77M2.3%-1.2%3.473%
4/29/2025Envestnet Asset Management Inc.190,688$4.39M0.0%-0.4%0.495%
4/29/2025Capital Investment Advisory Services LLC17,549$404K0.0%+4.9%0.046%
4/29/2025Values Added Financial LLC49,678$1.14M0.6%+8.5%0.129%
4/28/2025Bellevue Asset Management LLC28,555$657K0.4%-8.1%0.074%
4/28/2025Milestone Investment Advisors LLC38,699$890K0.2%-25.3%0.101%
4/28/2025Resonant Capital Advisors LLC88,490$2.04M0.1%+5.2%0.230%
4/25/2025MorganRosel Wealth Management LLC31,348$721K0.2%-17.5%0.082%
4/25/2025Valley National Advisers Inc.8,031$184K0.0%+28.0%0.021%
4/25/2025Financial Consulate Inc.1,637,012$37.67M9.5%-0.3%4.269%
4/25/2025Sovran Advisors LLC19,252$413K0.1%-15.3%0.050%
4/23/2025Chevy Chase Trust Holdings LLC16,395$377K0.0%-14.9%0.043%
4/23/2025Systelligence LLC431,799$9.94M2.4%-6.3%1.126%
4/23/2025Guardian Financial Partners LLC175,905$4.05M1.9%-5.8%0.459%
4/23/2025Valmark Advisers Inc.9,075$209K0.0%N/A0.024%
(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, 152 institutional investors and hedge funds held shares of Schwab Fundamental U.S. Broad Market ETF. The most heavily invested institutionals were Modera Wealth Management LLC ($34.21M), Financial Consulate Inc. ($34.12M), AlphaCore Capital LLC ($31.02M), Callan Capital LLC ($30.77M), Opes Wealth Management LLC ($16.83M), HighTower Advisors LLC ($15.49M), and Sound Stewardship LLC ($14.78M).Learn more on Schwab Fundamental U.S. Broad Market ETF's institutional investors.

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

Of the 146 institutional investors that purchased Schwab Fundamental U.S. Broad Market ETF's 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), AlphaCore Capital LLC ($1.29M), Callan Capital LLC ($896.19K), Opes Wealth Management LLC ($539.20K), HighTower Advisors LLC ($467.42K), and Systelligence LLC ($465.08K).

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

Institutional investors have bought a total of 9,743,292 shares in the last 24 months. This purchase volume represents approximately $228.05M in transactions.

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

Of the 48 institutional investors that sold Schwab Fundamental U.S. Broad Market ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Financial Consulate Inc. ($218.40K), Raymond James Financial Inc. ($166.16K), LPL Financial LLC ($135.47K), Jane Street Group LLC ($38.12K), AdvisorNet Financial Inc ($32.59K), Systelligence LLC ($29.25K), and BCGM Wealth Management LLC ($22.96K).

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

Institutional investors have sold a total of 858,354 shares in the last 24 months. This volume of shares sold represents approximately $20.30M in transactions.


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This page (NYSEARCA:FNDB) was last updated on 10/9/2025 by MarketBeat.com Staff
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