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

$29.53 +0.32 (+1.10%)
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)
79
Total
Institutional Inflows
(last 12 months)
$74.15M
Number of
Institutional Sellers
(last 12 months)
55
Total
Institutional Outflows
(last 12 months)
$46.03M
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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
5/5/2026BCGM 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%
5/4/2026 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%
3/9/2026Corient 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%
2/16/2026 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%
2/13/2026Stifel 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%
2/13/2026 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%
2/11/2026Cornerstone Financial Group LLC NE 52,422$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%
2/10/2026 Founders 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%
2/5/2026 Blume 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%
2/2/2026 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%
2/2/2026 Opes 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%
1/30/2026 Exencial 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%
1/28/2026Geneos 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%
1/27/2026Aspiring Ventures LLC119,732$3.18M1.1%+1.6%0.300%
1/27/2026 Elevated Capital Advisors LLC3,234$86K0.0%N/A0.008%
1/27/2026Werba 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%
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%
1/1/2026JPMorgan Chase & Co.39,459$1.02M0.0%-35.9%0.102%
11/24/2025 Opes 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%
11/17/2025Mercer Global Advisors Inc. ADV9,516$245K0.0%+7.2%0.025%
11/17/2025Larson Financial Group LLC3,088$79K0.0%+23.5%0.008%
11/17/2025Bank of America Corp DE440,119$11.33M0.0%+1.1%1.134%
11/17/2025Ameriprise Financial Inc.267,613$6.89M0.0%+2.1%0.690%
11/14/2025Raymond James Financial Inc.280,389$7.22M0.0%+0.3%0.723%
11/14/2025Equitable Holdings Inc.11,736$302K0.0%+19.9%0.030%
11/13/2025 SeaCrest Wealth Management LLC43,463$1.12M0.1%+1.7%0.112%
11/13/2025UBS Group AG113,832$2.93M0.0%-1.6%0.293%
11/13/2025Modern Wealth Management LLC21,748$560K0.0%-8.7%0.056%
11/12/2025Cornerstone Financial Group LLC NE49,664$1.28M1.0%+2.9%0.128%
11/12/2025 Nicholas Hoffman & Company LLC.56,847$1.46M0.0%+15.8%0.147%
11/12/2025 Kaizen Financial Strategies85,281$2.19M1.0%-27.5%0.220%


FNDB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FNDB shares?

During the previous two years, 162 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.

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

Of the 153 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).

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

Institutional investors have bought a total of 3,016,656 shares in the last 24 months. This purchase volume represents approximately $74.15M in transactions.

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

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), LPL Financial LLC ($137.92K), Townsend Asset Management Corp NC ADV ($61.63K), JPMorgan Chase & Co. ($44.13K), and Jane Street Group LLC ($38.12K).

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

Institutional investors have sold a total of 1,816,048 shares in the last 24 months. This volume of shares sold represents approximately $46.03M in transactions.


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