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

$30.62 0.00 (0.00%)
As of 07/2/2026 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)
77
Total
Institutional Inflows
(last 12 months)
$69.43M
Number of
Institutional Sellers
(last 12 months)
55
Total
Institutional Outflows
(last 12 months)
$43.01M
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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
5/28/2026Cozad Asset Management Inc.24,872$677K0.1%-3.5%0.058%
5/19/2026Bank of America Corp DE434,810$11.83M0.0%-0.5%1.018%
5/19/2026Centaurus Financial Inc.3,909$106K0.0%-35.2%0.009%
5/18/2026Sunbelt Securities Inc.1,500$41K0.0%+50.0%0.004%
5/18/2026Royal Bank of Canada23,814$648K0.0%-1.6%0.056%
5/16/2026Quantinno Capital Management LP50,957$1.39M0.0%N/A0.119%
5/15/2026Waverly Advisors LLC12,734$346K0.0%N/A0.030%
5/14/2026Modern Wealth Management LLC18,929$516K0.0%-12.5%0.044%
5/14/2026Lido Advisors LLC8,699$237K0.0%-29.1%0.020%
5/13/2026Cetera Investment Advisers53,529$1.46M0.0%+17.4%0.125%
5/8/2026PNC Financial Services Group Inc.7,437$202K0.0%-27.1%0.017%
5/6/2026Townsend Asset Management Corp NC ADV68,954$1.88M0.7%+0.7%0.161%
5/5/2026BCGM Wealth Management LLC19,158$521K0.1%+73.8%0.045%
5/5/2026Milestone Investment Advisors LLC30,527$830K0.2%-6.8%0.071%
5/5/2026SouthState Bank Corp1,965$53K0.0%-33.1%0.005%
5/4/2026Chicago Partners Investment Group LLC22,938$661K0.0%+4.1%0.054%
5/2/2026Valmark Advisers Inc.52,246$1.42M0.0%+30.1%0.122%
5/2/2026Carnegie Investment Counsel42,344$1.15M0.0%+149.1%0.099%
5/1/2026Kaizen Financial Strategies94,001$2.68M1.2%+14.8%0.220%
5/1/2026Sequoia Financial Advisors LLC10,587$288K0.0%+29.3%0.025%
4/30/2026Kestra Advisory Services LLC12,966$353K0.0%+4.4%0.031%
4/29/2026Nicholas Hoffman & Company LLC.66,252$1.80M0.0%-1.4%0.157%
4/29/2026Resonant Capital Advisors LLC93,719$2.55M0.1%-1.5%0.222%
4/28/2026NBT Bank N A NY11,280$307K0.0%-5.2%0.027%
4/27/2026HB Wealth Management LLC39,819$1.08M0.0%+5.2%0.094%
4/24/2026James Investment Research Inc.109,943$2.99M0.3%+13.6%0.260%
4/21/2026Foster & Motley Inc.10,476$285K0.0%-14.5%0.025%
4/18/2026HHM Wealth Advisors LLC90,493$2.46M0.3%-3.1%0.214%
4/17/2026AdvisorNet Financial Inc8,227$224K0.0%-17.0%0.019%
4/16/2026Founders Financial Securities LLC63,856$1.80M0.1%+7.3%0.151%
3/9/2026Corient Private Wealth LLC58,599$1.54M0.0%-23.7%0.146%
2/19/2026BFI Wealth Solutions LLC19,135$508K0.5%N/A0.048%
2/19/2026Corient Private Wealth LLC58,598$1.54M0.0%-23.7%0.146%
2/18/2026Mercer Global Advisors Inc. ADV9,974$265K0.0%+4.8%0.025%
2/18/2026NewEdge Advisors LLC962$26K0.0%-50.0%0.002%
2/17/2026AQR Capital Management LLC55,344$1.47M0.0%+237.8%0.138%
2/17/2026Cetera Investment Advisers45,609$1.21M0.0%+10.0%0.113%
2/17/2026Osaic Holdings Inc.130,753$3.47M0.0%+34.0%0.325%
2/17/2026Captrust Financial Advisors56,816$1.51M0.0%+2.0%0.141%
2/16/2026MML Investors Services LLC159,940$4.25M0.0%+9.5%0.398%
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2/16/2026Mariner LLC110,333$2.93M0.0%+77.5%0.274%
2/13/2026Kestra Advisory Services LLC12,423$330K0.0%+7.1%0.031%
2/13/2026Stifel Financial Corp17,465$464K0.0%+2.2%0.043%
2/13/2026Avant Capital LLC28,007$744K0.5%+14.9%0.070%
2/13/2026MorganRosel Wealth Management LLC31,468$836K0.2%+1.6%0.078%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC9,555$254K0.0%N/A0.024%
2/13/2026Wealthspire Advisors LLC78,774$2.09M0.0%+11.4%0.196%
2/12/2026Brightwater Advisory LLC280,115$7.44M5.0%-1.4%0.697%
2/12/2026Steward Partners Investment Advisory LLC11,876$316K0.0%+12.8%0.030%
2/11/2026Cornerstone Financial Group LLC NE52,422$1.39M1.0%+5.6%0.130%
2/11/2026LPL Financial LLC103,728$2.76M0.0%-2.3%0.258%
2/11/2026O Shaughnessy Asset Management LLC1,039$28K0.0%-48.6%0.003%
2/11/2026Milestone Investment Advisors LLC32,744$870K0.2%-6.1%0.081%
2/11/2026SouthState Bank Corp2,938$78K0.0%-15.5%0.007%
2/10/2026Marble Wealth LLC31,538$838K0.1%N/A0.078%
2/10/2026Goldman Sachs Group Inc.63,934$1.70M0.0%-86.6%0.159%
2/10/2026Founders Financial Securities LLC59,500$1.58M0.1%+10.1%0.148%
2/6/2026PNC Financial Services Group Inc.10,197$271K0.0%+20.3%0.025%
2/6/2026Larson Financial Group LLC3,659$97K0.0%+18.5%0.009%
2/6/2026HighTower Advisors LLC704,137$18.71M0.0%+1.7%1.752%
2/5/2026Blume Capital Management Inc.1,000$27K0.0%-50.0%0.002%
2/5/2026AlphaCore Capital LLC1,305,773$34.69M0.8%-0.3%3.248%
2/2/2026Nicholas Hoffman & Company LLC.67,175$1.79M0.0%+18.2%0.168%
2/2/2026Composition Wealth LLC8,541$227K0.0%N/A0.021%
2/2/2026Opes Wealth Management LLC737,649$19.60M3.2%+2.0%1.840%
1/30/2026Sound Stewardship LLC635,021$16.87M8.1%+0.2%1.588%
1/30/2026Exencial Wealth Advisors LLC28,038$745K0.0%-18.5%0.070%
1/29/2026James Investment Research Inc.96,806$2.57M0.3%+13.9%0.243%
1/29/2026UBS Group AG112,268$2.98M0.0%-1.4%0.281%
1/29/2026Resonant Capital Advisors LLC95,185$2.53M0.1%-2.5%0.239%
1/28/2026Geneos Wealth Management Inc.3,267$87K0.0%+17.2%0.008%
1/27/2026Family Capital Management Inc.92,660$2.46M1.1%+64.6%0.232%
1/27/2026Aspiring Ventures LLC119,732$3.18M1.1%+1.6%0.300%
1/27/2026Elevated Capital Advisors LLC3,234$86K0.0%N/A0.008%
1/27/2026Werba Rubin Papier Wealth Management20,653$549K0.1%-14.8%0.052%
1/26/2026Valmark Advisers Inc.40,148$1.07M0.0%+167.7%0.101%
1/23/2026Farther Finance Advisors LLC25,240$671K0.0%+34.4%0.063%
1/23/2026Carnegie Investment Counsel16,999$452K0.0%+14.7%0.043%
1/22/2026Yoder Wealth Management Inc.72,647$1.93M0.9%-0.6%0.182%
1/22/2026Glass Jacobson Investment Advisors llc28,919$768K0.3%+2.3%0.072%
1/22/2026Financial Consulate Inc.1,019,275$27.08M3.7%-16.7%2.555%
1/21/2026Kaizen Financial Strategies81,881$2.18M1.0%-4.0%0.205%
1/21/2026Mezzasalma Advisors LLC149,793$3.84M0.9%+2.5%0.375%
1/20/2026Sovran Advisors LLC15,681$434K0.0%-14.5%0.040%
1/16/2026Perigon Wealth Management LLC28,047$745K0.0%+83.8%0.071%
1/16/2026Kendall Capital Management7,683$204K0.0%N/A0.019%
1/14/2026Clarius Group LLC83,960$2.23M0.1%-2.7%0.212%
1/14/2026Centurion Wealth Management LLC87,982$2.34M0.5%+2.3%0.222%
1/14/2026Redhawk Wealth Advisors Inc.18,467$491K0.1%-47.4%0.047%
1/14/2026Guardian Financial Partners LLC142,508$3.79M1.6%-15.3%0.360%
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1/14/2026Leonard Rickey Investment Advisors P.L.L.C.176,376$4.69M0.8%-0.6%0.448%
1/12/2026SeaCrest Wealth Management LLC53,688$1.45M0.1%+23.5%0.136%
1/12/2026CVA Family Office LLC124,287$3.30M0.4%-1.0%0.315%
1/9/2026Elevation Wealth Partners LLC21,059$560K0.2%-11.0%0.053%
1/1/2026JPMorgan Chase & Co.39,459$1.02M0.0%-35.9%0.102%
11/24/2025Opes Wealth Management LLC723,173$18.61M3.2%+3.0%1.864%
11/19/2025Sunbelt Securities Inc.1,000$26K0.0%N/A0.003%
11/17/2025Susquehanna International Group LLP72,584$1.87M0.0%N/A0.187%
11/17/2025Mariner LLC62,152$1.60M0.0%+8.0%0.160%
11/17/2025Milestone Investment Advisors LLC34,863$897K0.2%-6.7%0.090%


FNDB Institutional Ownership - Frequently Asked Questions

During the previous two years, 165 institutional investors and hedge funds held shares of Schwab Fundamental U.S. Broad Market ETF. The most heavily invested institutionals were AlphaCore Capital LLC ($34.69M), Callan Capital LLC ($30.77M), Financial Consulate Inc. ($27.08M), Opes Wealth Management LLC ($19.60M), HighTower Advisors LLC ($18.71M), Sound Stewardship LLC ($16.87M), and Cambridge Investment Research Advisors Inc. ($14.08M).Learn more on Schwab Fundamental U.S. Broad Market ETF's institutional investors.

Of the 155 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: AlphaCore Capital LLC ($1.31M), Financial Consulate Inc. ($1.09M), Callan Capital LLC ($896.19K), Opes Wealth Management LLC ($568.76K), HighTower Advisors LLC ($467.36K), Sound Stewardship LLC ($449.80K), and Raymond James Financial Inc. ($446.55K).

Institutional investors have bought a total of 2,798,155 shares in the last 24 months. This purchase volume represents approximately $69.43M in transactions.

Of the 55 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. ($617.74K), Goldman Sachs Group Inc. ($412.44K), Raymond James Financial Inc. ($166.16K), Townsend Asset Management Corp NC ADV ($61.63K), JPMorgan Chase & Co. ($44.13K), Jane Street Group LLC ($38.12K), and Corient Private Wealth LLC ($36.47K).

Institutional investors have sold a total of 1,682,034 shares in the last 24 months. This volume of shares sold represents approximately $43.01M in transactions.


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This page (NYSEARCA:FNDB) was last updated on 7/5/2026 by MarketBeat.com Staff.
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