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

$31.93 +0.04 (+0.13%)
As of 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)
71
Total
Institutional Inflows
(last 12 months)
$33.33M
Number of
Institutional Sellers
(last 12 months)
46
Total
Institutional Outflows
(last 12 months)
$30.90M
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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
8/7/2026 Trust Co. of Vermont61,174$1.77M0.1%N/A0.133%
7/9/2026 Centurion Wealth Management LLC95,380$2.91M0.7%+1.2%0.212%
7/8/2026 Elevation Wealth Partners LLC21,809$664K0.2%+3.5%0.048%
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%
5/14/2026 Lido Advisors LLC8,699$237K0.0%-29.1%0.020%
5/13/2026 Cetera Investment Advisers53,529$1.46M0.0%+17.4%0.125%
5/8/2026 PNC Financial Services Group Inc.7,437$202K0.0%-27.1%0.017%
5/6/2026 Townsend Asset Management Corp NC ADV68,954$1.88M0.7%+0.7%0.161%
5/5/2026 BCGM Wealth Management LLC19,158$521K0.1%+73.8%0.045%
5/5/2026Milestone Investment Advisors LLC30,527$830K0.2%-6.8%0.071%
5/5/2026 SouthState Bank Corp1,965$53K0.0%-33.1%0.005%
5/4/2026 Chicago Partners Investment Group LLC22,938$661K0.0%+4.1%0.054%
5/2/2026 Valmark Advisers Inc.52,246$1.42M0.0%+30.1%0.122%
5/2/2026 Carnegie Investment Counsel42,344$1.15M0.0%+149.1%0.099%
5/1/2026 Kaizen Financial Strategies94,001$2.68M1.2%+14.8%0.220%
5/1/2026 Sequoia Financial Advisors LLC10,587$288K0.0%+29.3%0.025%
4/30/2026 Kestra Advisory Services LLC12,966$353K0.0%+4.4%0.031%
4/29/2026 Nicholas Hoffman & Company LLC.66,252$1.80M0.0%-1.4%0.157%
4/29/2026 Resonant Capital Advisors LLC93,719$2.55M0.1%-1.5%0.222%
4/28/2026 NBT Bank N A NY11,280$307K0.0%-5.2%0.027%
4/27/2026 HB Wealth Management LLC39,819$1.08M0.0%+5.2%0.094%
4/24/2026 James Investment Research Inc.109,943$2.99M0.3%+13.6%0.260%
4/21/2026 Foster & Motley Inc.10,476$285K0.0%-14.5%0.025%
4/18/2026 HHM Wealth Advisors LLC90,493$2.46M0.3%-3.1%0.214%
4/17/2026 AdvisorNet Financial Inc8,227$224K0.0%-17.0%0.019%
4/16/2026 Founders Financial Securities LLC63,856$1.80M0.1%+7.3%0.151%
3/9/2026 Corient Private Wealth LLC58,599$1.54M0.0%-23.7%0.146%
2/19/2026 BFI Wealth Solutions LLC19,135$508K0.5%N/A0.048%
2/19/2026 Corient Private Wealth LLC58,598$1.54M0.0%-23.7%0.146%
2/18/2026 Mercer Global Advisors Inc. ADV9,974$265K0.0%+4.8%0.025%
2/18/2026 NewEdge Advisors LLC962$26K0.0%-50.0%0.002%
2/17/2026AQR Capital Management LLC55,344$1.47M0.0%+237.8%0.138%
2/17/2026 Cetera Investment Advisers45,609$1.21M0.0%+10.0%0.113%
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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%
2/16/2026 MML Investors Services LLC159,940$4.25M0.0%+9.5%0.398%
2/16/2026Mariner LLC110,333$2.93M0.0%+77.5%0.274%
2/13/2026 Kestra Advisory Services LLC12,423$330K0.0%+7.1%0.031%
2/13/2026 Stifel Financial Corp17,465$464K0.0%+2.2%0.043%
2/13/2026 Avant 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%
2/13/2026 Wealthspire Advisors LLC78,774$2.09M0.0%+11.4%0.196%
2/12/2026 Brightwater Advisory LLC280,115$7.44M5.0%-1.4%0.697%
2/12/2026Steward Partners Investment Advisory LLC11,876$316K0.0%+12.8%0.030%
2/11/2026 Cornerstone Financial Group LLC NE52,422$1.39M1.0%+5.6%0.130%
2/11/2026 LPL 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%
2/11/2026 SouthState Bank Corp2,938$78K0.0%-15.5%0.007%
2/10/2026 Marble Wealth LLC31,538$838K0.1%N/A0.078%
2/10/2026Goldman Sachs Group Inc.63,934$1.70M0.0%-86.6%0.159%
2/10/2026 Founders Financial Securities LLC59,500$1.58M0.1%+10.1%0.148%
2/6/2026 PNC 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%
2/6/2026 HighTower Advisors LLC704,137$18.71M0.0%+1.7%1.752%
2/5/2026 Blume Capital Management Inc.1,000$27K0.0%-50.0%0.002%
2/5/2026 AlphaCore Capital LLC1,305,773$34.69M0.8%-0.3%3.248%
2/2/2026 Nicholas Hoffman & Company LLC.67,175$1.79M0.0%+18.2%0.168%
2/2/2026 Composition Wealth LLC8,541$227K0.0%N/A0.021%
2/2/2026Opes Wealth Management LLC737,649$19.60M3.2%+2.0%1.840%
1/30/2026 Sound Stewardship LLC635,021$16.87M8.1%+0.2%1.588%
1/30/2026Exencial Wealth Advisors LLC28,038$745K0.0%-18.5%0.070%
1/29/2026 James 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%
1/29/2026 Resonant Capital Advisors LLC95,185$2.53M0.1%-2.5%0.239%
1/28/2026 Geneos Wealth Management Inc.3,267$87K0.0%+17.2%0.008%
1/27/2026 Family Capital Management Inc.92,660$2.46M1.1%+64.6%0.232%
1/27/2026 Aspiring Ventures LLC119,732$3.18M1.1%+1.6%0.300%
1/27/2026 Elevated Capital Advisors LLC3,234$86K0.0%N/A0.008%
1/27/2026 Werba Rubin Papier Wealth Management20,653$549K0.1%-14.8%0.052%
1/26/2026 Valmark Advisers Inc.40,148$1.07M0.0%+167.7%0.101%
1/23/2026 Farther Finance Advisors LLC25,240$671K0.0%+34.4%0.063%
1/23/2026 Carnegie Investment Counsel16,999$452K0.0%+14.7%0.043%
1/22/2026 Yoder Wealth Management Inc.72,647$1.93M0.9%-0.6%0.182%
1/22/2026 Glass Jacobson Investment Advisors llc28,919$768K0.3%+2.3%0.072%
1/22/2026 Financial Consulate Inc.1,019,275$27.08M3.7%-16.7%2.555%
1/21/2026 Kaizen Financial Strategies81,881$2.18M1.0%-4.0%0.205%
1/21/2026 Mezzasalma Advisors LLC149,793$3.84M0.9%+2.5%0.375%
1/20/2026 Sovran Advisors LLC15,681$434K0.0%-14.5%0.040%
1/16/2026 Perigon Wealth Management LLC28,047$745K0.0%+83.8%0.071%
1/16/2026 Kendall Capital Management7,683$204K0.0%N/A0.019%
1/14/2026Clarius Group LLC83,960$2.23M0.1%-2.7%0.212%
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1/14/2026 Centurion Wealth Management LLC87,982$2.34M0.5%+2.3%0.222%
1/14/2026 Redhawk Wealth Advisors Inc.18,467$491K0.1%-47.4%0.047%
1/14/2026 Guardian Financial Partners LLC142,508$3.79M1.6%-15.3%0.360%
1/14/2026 Leonard Rickey Investment Advisors P.L.L.C.176,376$4.69M0.8%-0.6%0.448%
1/12/2026 SeaCrest Wealth Management LLC53,688$1.45M0.1%+23.5%0.136%
1/12/2026 CVA Family Office LLC124,287$3.30M0.4%-1.0%0.315%
1/9/2026 Elevation Wealth Partners LLC21,059$560K0.2%-11.0%0.053%
1/1/2026 JPMorgan 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%


FNDB Institutional Ownership - Frequently Asked Questions

During the previous two years, 163 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 154 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 ($568.50K), HighTower Advisors LLC ($467.36K), Sound Stewardship LLC ($449.46K), and Raymond James Financial Inc. ($446.55K).

Institutional investors have bought a total of 1,275,747 shares in the last 24 months. This purchase volume represents approximately $33.33M in transactions.

Of the 44 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: Goldman Sachs Group Inc. ($412.44K), Financial Consulate Inc. ($403.55K), Townsend Asset Management Corp NC ADV ($61.63K), JPMorgan Chase & Co. ($44.13K), Corient Private Wealth LLC ($36.47K), Kaizen Financial Strategies ($35.75K), and Guardian Financial Partners LLC ($31.83K).

Institutional investors have sold a total of 1,177,182 shares in the last 24 months. This volume of shares sold represents approximately $30.90M in transactions.


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Institutional ownership data for NYSEARCA:FNDB is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/7/2026. New 13F filings are added each quarter as they're published.
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