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

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Stock Analysis Chart Headlines Holdings Ownership Ratings

Number of Institutional Buyers (last 12 months): 68
Total Institutional Inflows (last 12 months): $156.28M

Number of Institutional Sellers (last 12 months): 48
Total Institutional Outflows (last 12 months): $14.60M

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FNDB Institutional Buying and Selling by Quarter

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Schwab Fundamental U.S. Broad Market Index ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
4/18/2024	SeaCrest Wealth Management LLC	13,263	$879K	0.1%	-11.6%	0.143%
4/18/2024	Leonard Rickey Investment Advisors P.L.L.C.	60,526	$4.01M	1.0%	-1.8%	0.651%
4/18/2024	MorganRosel Wealth Management LLC	13,520	$896K	0.3%	-10.8%	0.145%
4/13/2024	Retirement Planning Group LLC	10,272	$681K	0.1%	-5.3%	0.110%
4/12/2024	CGN Advisors LLC	9,819	$651K	0.1%	-12.6%	0.106%
4/12/2024	AdvisorNet Financial Inc	12,938	$857K	0.1%	+5.0%	0.139%
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4/12/2024	Systelligence LLC	201,600	$13.36M	3.5%	-0.3%	2.168%
4/10/2024	CVA Family Office LLC	55,746	$3.69M	0.7%	-9.4%	0.599%
4/9/2024	Foster Group Inc.	20,197	$1.34M	0.1%	+10.0%	0.217%
3/22/2024	PNC Financial Services Group Inc.	3,300	$202K	0.0%	-46.1%	0.035%
3/1/2024	Pineridge Advisors LLC	1,520	$93K	0.0%	N/A	0.016%
2/15/2024	Baird Financial Group Inc.	4,983	$304K	0.0%	+15.5%	0.054%
2/15/2024	Citadel Advisors LLC	10,511	$642K	0.0%	-22.9%	0.113%
2/14/2024	Royal Bank of Canada	9,931	$606K	0.0%	+88.7%	0.107%
2/14/2024	Creative Planning	12,498	$764K	0.0%	+1.7%	0.134%
2/13/2024	Envestnet Asset Management Inc.	46,713	$2.85M	0.0%	+180.8%	0.502%
2/13/2024	Exencial Wealth Advisors LLC	9,187	$561K	0.0%	-3.5%	0.099%
2/13/2024	Tower Research Capital LLC TRC	4,273	$261K	0.0%	+585.9%	0.046%
2/12/2024	Stifel Financial Corp	4,115	$251K	0.0%	N/A	0.044%
2/9/2024	Wade Financial Advisory Inc	15,922	$973K	0.4%	-1.3%	0.171%
2/9/2024	Cambridge Investment Research Advisors Inc.	133,709	$8.17M	0.0%	+9.0%	1.438%
2/9/2024	Corient Private Wealth LLC	11,103	$618K	0.0%	-7.9%	0.119%
2/9/2024	UBS Group AG	50,500	$3.09M	0.0%	-10.9%	0.543%
2/9/2024	PNC Financial Services Group Inc.	3,300	$202K	0.0%	-46.1%	0.035%
2/6/2024	Bellevue Asset Management LLC	10,664	$652K	0.4%	-8.0%	0.115%
2/6/2024	Great Valley Advisor Group Inc.	5,028	$307K	0.0%	N/A	0.054%
2/5/2024	Cozad Asset Management Inc.	10,053	$614K	0.1%	+6.7%	0.108%
2/5/2024	Mather Group LLC.	9,418	$575K	0.0%	-2.1%	0.101%
2/5/2024	HHM Wealth Advisors LLC	42,277	$2.58M	0.4%	-3.3%	0.455%
2/2/2024	Yoder Wealth Management Inc.	26,039	$1.59M	1.1%	-8.8%	0.280%
2/2/2024	Callan Capital LLC	462,733	$28.27M	2.7%	-1.1%	4.976%
2/1/2024	Foster & Motley Inc.	3,356	$205K	0.0%	N/A	0.036%
2/1/2024	Townsend Asset Management Corp NC ADV	50,942	$3.11M	1.4%	-4.4%	0.548%
2/1/2024	Nicholas Hoffman & Company LLC.	12,722	$777K	0.0%	+128.2%	0.137%
2/1/2024	Financial Consulate Inc.	541,964	$33.11M	10.9%	N/A	5.828%
1/31/2024	Litman Gregory Wealth Management LLC	6,200	$379K	0.0%	-14.7%	0.067%
1/31/2024	Opes Wealth Management LLC	165,971	$10.14M	2.4%	+0.7%	1.785%
1/30/2024	Sfmg LLC	9,405	$575K	0.1%	-15.0%	0.101%
1/29/2024	Clarius Group LLC	27,713	$1.69M	0.1%	+3.0%	0.298%
1/29/2024	Perigon Wealth Management LLC	7,318	$447K	0.0%	N/A	0.079%
Biden’s $374B Giveaway Into This Sector (Ad) Biden’s Climate Bill Could Send Your Retirement Accounts Soaring – Or Diving See what this $374B giveaway could mean for your retirement right here Click here for the full story
1/26/2024	Kendall Capital Management	3,274	$200K	0.1%	N/A	0.035%
1/26/2024	Sequoia Financial Advisors LLC	4,791	$293K	0.0%	N/A	0.052%
1/25/2024	Valley National Advisers Inc.	7,231	$441K	0.1%	-7.6%	0.078%
1/24/2024	Stratos Wealth Partners LTD.	3,620	$221K	0.0%	N/A	0.039%
1/24/2024	Chevy Chase Trust Holdings LLC	8,960	$547K	0.0%	-4.8%	0.096%
1/22/2024	Zimmermann Investment Management & Planning LLC	5,066	$310K	0.1%	N/A	0.054%
1/18/2024	SeaCrest Wealth Management LLC	15,004	$908K	0.1%	-2.7%	0.161%
1/18/2024	Kaizen Financial Strategies	20,172	$1.23M	0.9%	+0.8%	0.217%
1/18/2024	First National Corp MA ADV	24,772	$1.51M	0.4%	+11.3%	0.266%
1/18/2024	Planned Solutions Inc.	1,535	$94K	0.0%	N/A	0.017%
1/17/2024	Sound Stewardship LLC	194,499	$11.88M	7.9%	+2.2%	2.091%
1/17/2024	Sage Financial Management Group Inc.	6,015	$368K	0.2%	-4.6%	0.065%
1/16/2024	Raymond James Financial Services Advisors Inc.	34,497	$2.11M	0.0%	-27.6%	0.371%
1/16/2024	CVA Family Office LLC	61,498	$3.76M	0.7%	-9.2%	0.661%
1/16/2024	Raymond James & Associates	26,372	$1.61M	0.0%	+10.0%	0.284%
1/16/2024	Retirement Planning Group LLC	10,849	$663K	0.1%	-2.9%	0.117%
1/12/2024	Redhawk Wealth Advisors Inc.	11,550	$706K	0.1%	N/A	0.124%
1/12/2024	Mezzasalma Advisors LLC	5,667	$346K	0.2%	N/A	0.061%
1/9/2024	Guardian Financial Partners LLC	75,772	$4.63M	3.8%	-9.6%	0.815%
1/8/2024	Systelligence LLC	202,133	$12.35M	3.4%	+8.8%	2.173%
1/8/2024	Channel Wealth LLC	14,156	$865K	0.4%	-16.3%	0.152%
1/5/2024	CGN Advisors LLC	11,240	$687K	0.1%	+169.7%	0.121%
11/30/2023	Modera Wealth Management LLC	676,030	$34.21M	0.5%	N/A	7.269%
11/16/2023	Creative Planning	12,294	$677K	0.0%	+30.6%	0.132%
11/16/2023	Harbour Investments Inc.	2,269	$125K	0.0%	+5,056.8%	0.024%
11/15/2023	Royal Bank of Canada	5,263	$290K	0.0%	-59.8%	0.057%
11/15/2023	Ameriprise Financial Inc.	71,044	$3.92M	0.0%	+78.4%	0.764%
11/14/2023	Tower Research Capital LLC TRC	623	$34K	0.0%	-92.6%	0.007%
11/14/2023	Valley National Advisers Inc.	7,827	$431K	0.1%	-3.0%	0.084%
11/13/2023	AlphaCore Capital LLC	912	$50K	0.0%	N/A	0.010%
11/13/2023	LPL Financial LLC	81,184	$4.47M	0.0%	+374.1%	0.873%
11/13/2023	Envestnet Asset Management Inc.	16,633	$916K	0.0%	+20.5%	0.179%
11/13/2023	PNC Financial Services Group Inc.	6,118	$337K	0.0%	+75.2%	0.066%
11/9/2023	UBS Group AG	56,704	$3.12M	0.0%	-23.7%	0.610%
11/9/2023	Crewe Advisors LLC	2,948	$162K	0.0%	-25.3%	0.032%
11/8/2023	HighTower Advisors LLC	203,845	$11.24M	0.0%	+6.3%	2.192%
11/8/2023	Exencial Wealth Advisors LLC	9,522	$525K	0.0%	+3.3%	0.102%
11/8/2023	Milestone Investment Advisors LLC	33,484	$1.85M	0.5%	+14.8%	0.360%
11/7/2023	Avant Capital LLC	6,168	$340K	0.4%	+16.2%	0.066%
11/6/2023	Callan Capital LLC	467,797	$25.77M	2.8%	-0.1%	5.030%
11/6/2023	Nicholas Hoffman & Company LLC.	5,575	$307K	0.0%	+18.8%	0.060%
11/3/2023	Opes Wealth Management LLC	164,745	$9.08M	2.5%	+3.2%	1.771%
11/2/2023	Coldstream Capital Management Inc.	18,970	$1.05M	0.0%	-21.8%	0.204%
11/1/2023	Modera Wealth Management LLC	676,030	$34.21M	0.6%	N/A	7.269%
10/31/2023	James Investment Research Inc.	11,230	$619K	0.1%	+18.7%	0.121%
10/31/2023	Resonant Capital Advisors LLC	27,942	$1.54M	0.2%	-4.1%	0.300%
10/30/2023	GSG Advisors LLC	13,763	$758K	0.4%	N/A	0.148%
10/26/2023	Sound Stewardship LLC	190,275	$10.48M	7.0%	+0.6%	2.046%
10/25/2023	Retirement Planning Group LLC	11,168	$615K	0.1%	-4.1%	0.120%
10/24/2023	Raymond James Financial Services Advisors Inc.	47,659	$2.63M	0.0%	+1.1%	0.512%
Biden’s $374B Giveaway Into This Sector (Ad) Biden’s Climate Bill Could Send Your Retirement Accounts Soaring – Or Diving See what this $374B giveaway could mean for your retirement right here Click here for the full story
10/24/2023	Raymond James & Associates	23,982	$1.32M	0.0%	+77.7%	0.258%
10/24/2023	Cambridge Investment Research Advisors Inc.	122,720	$6.76M	0.0%	+0.4%	1.320%
10/23/2023	Chevy Chase Trust Holdings LLC	9,412	$519K	0.0%	-3.6%	0.101%
10/23/2023	Commonwealth Equity Services LLC	17,043	$939K	0.0%	+35.0%	0.183%
10/20/2023	Townsend Asset Management Corp NC ADV	53,265	$2.94M	1.5%	-3.1%	0.573%
10/17/2023	Leonard Rickey Investment Advisors P.L.L.C.	61,461	$3.39M	1.1%	-0.5%	0.661%
10/13/2023	CGN Advisors LLC	4,168	$230K	0.0%	N/A	0.045%
10/12/2023	Sage Financial Management Group Inc.	6,305	$347K	0.2%	N/A	0.068%
10/12/2023	SeaCrest Wealth Management LLC	15,426	$850K	0.1%	+1.7%	0.166%
10/11/2023	CVA Family Office LLC	67,744	$3.73M	0.9%	-1.9%	0.728%

(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, 119 institutional investors and hedge funds held shares of Schwab Fundamental U.S. Broad Market Index ETF. The most heavily invested institutionals were Modera Wealth Management LLC ($34.21M), Financial Consulate Inc. ($33.11M), Callan Capital LLC ($28.27M), Systelligence LLC ($13.36M), Sound Stewardship LLC ($11.88M), HighTower Advisors LLC ($11.24M), and Opes Wealth Management LLC ($10.14M).Learn more on FNDB's institutional investors.
Which institutional investors have been buying Schwab Fundamental U.S. Broad Market Index ETF stock?: Of the 99 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. ($541.96K), Callan Capital LLC ($284.20K), Systelligence LLC ($202.13K), Raymond James Financial Services Advisors Inc. ($181.54K), Guardian Financial Partners LLC ($101.86K), and Trek Financial LLC ($94.57K).
How much institutional buying is happening at Schwab Fundamental U.S. Broad Market Index ETF?: Institutional investors have bought a total of 3,882,750 shares in the last 24 months. This purchase volume represents approximately $215.43M in transactions.

Which Schwab Fundamental U.S. Broad Market Index ETF major shareholders have been selling company stock?: Of the 66 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), UBS Group AG ($43.59K), Royal Bank of Canada ($32.04K), Advisor Group Holdings Inc. ($30.64K), Guardian Financial Partners LLC ($27.95K), Raymond James & Associates ($27.82K), and Flow Traders U.S. LLC ($23.81K).
How much institutional selling is happening at Schwab Fundamental U.S. Broad Market Index ETF?: Institutional investors have sold a total of 595,926 shares in the last 24 months. This volume of shares sold represents approximately $32.42M in transactions.

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This page (NYSEARCA:FNDB) was last updated on 4/18/2024 by MarketBeat.com Staff

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

FNDB Institutional Buying and Selling by Quarter

Schwab Fundamental U.S. Broad Market Index ETF Major Shareholders & Ownership History

FNDB Institutional Ownership - Frequently Asked Questions

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

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

FNDB Institutional Buying and Selling by Quarter

Schwab Fundamental U.S. Broad Market Index ETF Major Shareholders & Ownership History

FNDB Institutional Ownership - Frequently Asked Questions