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

$67.76

+0.92 (+1.38%)

(As of 07/26/2024 ET)

Stock Analysis Chart Dividend Holdings Ownership Ratings

Number of Institutional Buyers (last 12 months): 52
Total Institutional Inflows (last 12 months): $153.86M

Number of Institutional Sellers (last 12 months): 36
Total Institutional Outflows (last 12 months): $8.50M

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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
7/26/2024	Cambridge Investment Research Advisors Inc.	163,612	$10.73M	0.0%	+5.6%	1.435%
7/26/2024	Townsend Asset Management Corp NC ADV	50,824	$3.33M	1.3%	-0.4%	0.446%
7/25/2024	Systelligence LLC	198,102	$12.99M	3.5%	-1.7%	1.738%
7/25/2024	Pineridge Advisors LLC	1,153	$76K	0.0%	-32.3%	0.010%
7/25/2024	Wade Financial Advisory Inc	15,701	$1.03M	0.4%	-1.4%	0.138%
7/24/2024	Sound Stewardship LLC	196,008	$12.85M	7.8%	+0.2%	1.719%
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7/24/2024	Leonard Rickey Investment Advisors P.L.L.C.	62,395	$4.09M	1.0%	+3.1%	0.547%
7/22/2024	Chevy Chase Trust Holdings LLC	8,085	$530K	0.0%	-4.7%	0.071%
7/19/2024	Raymond James & Associates	29,203	$1.92M	0.0%	+8.9%	0.256%
7/17/2024	AdvisorNet Financial Inc	13,971	$916K	0.1%	+8.0%	0.123%
7/16/2024	Wealth Enhancement Advisory Services LLC	4,734	$310K	0.0%	N/A	0.042%
7/15/2024	MorganRosel Wealth Management LLC	12,692	$832K	0.3%	-6.1%	0.111%
7/15/2024	Guardian Financial Partners LLC	69,093	$4.53M	3.0%	-2.3%	0.606%
7/15/2024	Fifth Third Securities Inc.	10,171	$670K	0.1%	N/A	0.089%
7/12/2024	Hexagon Capital Partners LLC	609	$40K	0.0%	N/A	0.005%
7/12/2024	First National Corp MA ADV	24,199	$1.59M	0.4%	-2.3%	0.212%
7/10/2024	CWM LLC	1,278	$84K	0.0%	-81.8%	0.011%
7/10/2024	CVA Family Office LLC	54,687	$3.59M	0.6%	-1.9%	0.480%
7/9/2024	ZRC Wealth Management LLC	11,573	$759K	0.4%	-2.7%	0.102%
7/9/2024	Mather Group LLC.	8,527	$565K	0.0%	-9.5%	0.075%
5/17/2024	Pineridge Advisors LLC	1,702	$113K	0.0%	+12.0%	0.015%
5/8/2024	Cozad Asset Management Inc.	10,595	$702K	0.1%	+5.4%	0.093%
5/7/2024	49 Wealth Management LLC	3,918	$259K	0.1%	-5.2%	0.034%
5/3/2024	Callan Capital LLC	456,809	$30.27M	2.7%	-1.3%	4.043%
5/3/2024	Chevy Chase Trust Holdings LLC	8,486	$562K	0.0%	-5.3%	0.075%
5/1/2024	Mission Wealth Management LP	4,827	$320K	0.0%	N/A	0.043%
4/30/2024	Commonwealth Equity Services LLC	21,938	$1.45M	0.0%	+9.3%	0.194%
4/27/2024	Guardian Financial Partners LLC	70,688	$4.68M	3.2%	-6.7%	0.626%
4/25/2024	Cambridge Investment Research Advisors Inc.	154,948	$10.27M	0.0%	+15.9%	1.371%
4/23/2024	Financial Consulate Inc.	546,597	$36.22M	10.7%	+0.9%	4.837%
4/23/2024	Raymond James Financial Services Advisors Inc.	113,063	$7.49M	0.0%	+227.7%	1.001%
4/22/2024	Nicholas Hoffman & Company LLC.	17,536	$1.16M	0.1%	+37.8%	0.155%
4/20/2024	Mezzasalma Advisors LLC	27,506	$1.82M	0.9%	+385.4%	0.296%
4/19/2024	ZRC Wealth Management LLC	11,897	$788K	0.4%	-37.8%	0.128%
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%
2/13/2024	Exencial Wealth Advisors LLC	9,187	$561K	0.0%	-3.5%	0.099%
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%
2/6/2024	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%
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%
11/14/2023	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%
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11/13/2023	LPL Financial LLC	81,184	$4.47M	0.0%	+374.1%	0.873%
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%

(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, 99 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. ($36.22M), Modera Wealth Management LLC ($34.21M), Callan Capital LLC ($30.27M), Systelligence LLC ($12.99M), Sound Stewardship LLC ($12.85M), HighTower Advisors LLC ($11.24M), and Cambridge Investment Research Advisors Inc. ($10.73M).Learn more on FNDB's institutional investors.
Which institutional investors have been buying Schwab Fundamental U.S. Broad Market Index ETF stock?: Of the 77 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. ($546.60K), Callan Capital LLC ($284.20K), Systelligence LLC ($202.13K), Raymond James Financial Services Advisors Inc. ($200.07K), Cambridge Investment Research Advisors Inc. ($96.09K), and Guardian Financial Partners LLC ($83.81K).
How much institutional buying is happening at Schwab Fundamental U.S. Broad Market Index ETF?: Institutional investors have bought a total of 3,470,467 shares in the last 24 months. This purchase volume represents approximately $194.09M in transactions.

Which Schwab Fundamental U.S. Broad Market Index ETF major shareholders have been selling company stock?: Of the 52 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 ($36.71K), Guardian Financial Partners LLC ($34.63K), Raymond James & Associates ($27.82K), Flow Traders U.S. LLC ($23.81K), Royal Bank of Canada ($18.77K), and Callan Capital LLC ($18.43K).
How much institutional selling is happening at Schwab Fundamental U.S. Broad Market Index ETF?: Institutional investors have sold a total of 486,580 shares in the last 24 months. This volume of shares sold represents approximately $26.79M in transactions.