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

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

Number of
Institutional Buyers
(last 12 months)
52
Total
Institutional Inflows
(last 12 months)
$152.48M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$10.62M
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FNDB Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 Pineridge Advisors LLC1,702$113K0.0%+12.0%0.015%
5/8/2024 Cozad Asset Management Inc.10,595$702K0.1%+5.4%0.093%
5/7/2024 49 Wealth Management LLC3,918$259K0.1%-5.2%0.034%
5/3/2024 Callan Capital LLC456,809$30.27M2.7%-1.3%4.043%
5/3/2024 Chevy Chase Trust Holdings LLC8,486$562K0.0%-5.3%0.075%
5/1/2024 Mission Wealth Management LP4,827$320K0.0%N/A0.043%
4/30/2024Commonwealth Equity Services LLC21,938$1.45M0.0%+9.3%0.194%
4/27/2024 Guardian Financial Partners LLC70,688$4.68M3.2%-6.7%0.626%
4/25/2024 Cambridge Investment Research Advisors Inc.154,948$10.27M0.0%+15.9%1.371%
4/23/2024 Financial Consulate Inc.546,597$36.22M10.7%+0.9%4.837%
4/23/2024 Raymond James Financial Services Advisors Inc.113,063$7.49M0.0%+227.7%1.001%
4/22/2024 Nicholas Hoffman & Company LLC.17,536$1.16M0.1%+37.8%0.155%
4/20/2024 Mezzasalma Advisors LLC27,506$1.82M0.9%+385.4%0.296%
4/19/2024 ZRC Wealth Management LLC11,897$788K0.4%-37.8%0.128%
4/18/2024 SeaCrest Wealth Management LLC13,263$879K0.1%-11.6%0.143%
4/18/2024 Leonard Rickey Investment Advisors P.L.L.C.60,526$4.01M1.0%-1.8%0.651%
4/18/2024 MorganRosel Wealth Management LLC13,520$896K0.3%-10.8%0.145%
4/13/2024 Retirement Planning Group LLC10,272$681K0.1%-5.3%0.110%
4/12/2024 CGN Advisors LLC9,819$651K0.1%-12.6%0.106%
4/12/2024 AdvisorNet Financial Inc12,938$857K0.1%+5.0%0.139%
4/12/2024 Systelligence LLC201,600$13.36M3.5%-0.3%2.168%
4/10/2024 CVA Family Office LLC55,746$3.69M0.7%-9.4%0.599%
4/9/2024 Foster Group Inc.20,197$1.34M0.1%+10.0%0.217%
3/22/2024 PNC Financial Services Group Inc.3,300$202K0.0%-46.1%0.035%
3/1/2024 Pineridge Advisors LLC1,520$93K0.0%N/A0.016%
2/13/2024 Exencial Wealth Advisors LLC9,187$561K0.0%-3.5%0.099%
2/9/2024 Wade Financial Advisory Inc15,922$973K0.4%-1.3%0.171%
2/9/2024 Cambridge Investment Research Advisors Inc.133,709$8.17M0.0%+9.0%1.438%
2/9/2024 Corient Private Wealth LLC11,103$618K0.0%-7.9%0.119%
2/6/2024 Bellevue Asset Management LLC10,664$652K0.4%-8.0%0.115%
2/6/2024 Great Valley Advisor Group Inc.5,028$307K0.0%N/A0.054%
2/5/2024 Cozad Asset Management Inc.10,053$614K0.1%+6.7%0.108%
2/5/2024 Mather Group LLC.9,418$575K0.0%-2.1%0.101%
2/5/2024 HHM Wealth Advisors LLC42,277$2.58M0.4%-3.3%0.455%
2/2/2024 Yoder Wealth Management Inc.26,039$1.59M1.1%-8.8%0.280%
2/2/2024 Callan Capital LLC462,733$28.27M2.7%-1.1%4.976%
2/1/2024 Foster & Motley Inc.3,356$205K0.0%N/A0.036%
2/1/2024 Townsend Asset Management Corp NC ADV50,942$3.11M1.4%-4.4%0.548%
2/1/2024 Nicholas Hoffman & Company LLC.12,722$777K0.0%+128.2%0.137%
2/1/2024 Financial Consulate Inc.541,964$33.11M10.9%N/A5.828%
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1/31/2024 Litman Gregory Wealth Management LLC6,200$379K0.0%-14.7%0.067%
1/31/2024 Opes Wealth Management LLC165,971$10.14M2.4%+0.7%1.785%
1/30/2024 Sfmg LLC9,405$575K0.1%-15.0%0.101%
1/29/2024 Clarius Group LLC27,713$1.69M0.1%+3.0%0.298%
1/29/2024 Perigon Wealth Management LLC7,318$447K0.0%N/A0.079%
1/26/2024 Kendall Capital Management3,274$200K0.1%N/A0.035%
1/26/2024 Sequoia Financial Advisors LLC4,791$293K0.0%N/A0.052%
1/25/2024 Valley National Advisers Inc.7,231$441K0.1%-7.6%0.078%
1/24/2024 Stratos Wealth Partners LTD.3,620$221K0.0%N/A0.039%
1/24/2024 Chevy Chase Trust Holdings LLC8,960$547K0.0%-4.8%0.096%
1/22/2024 Zimmermann Investment Management & Planning LLC5,066$310K0.1%N/A0.054%
1/18/2024 SeaCrest Wealth Management LLC15,004$908K0.1%-2.7%0.161%
1/18/2024 Kaizen Financial Strategies20,172$1.23M0.9%+0.8%0.217%
1/18/2024 First National Corp MA ADV24,772$1.51M0.4%+11.3%0.266%
1/18/2024 Planned Solutions Inc.1,535$94K0.0%N/A0.017%
1/17/2024 Sound Stewardship LLC194,499$11.88M7.9%+2.2%2.091%
1/17/2024 Sage Financial Management Group Inc.6,015$368K0.2%-4.6%0.065%
1/16/2024 Raymond James Financial Services Advisors Inc.34,497$2.11M0.0%-27.6%0.371%
1/16/2024 CVA Family Office LLC61,498$3.76M0.7%-9.2%0.661%
1/16/2024 Raymond James & Associates26,372$1.61M0.0%+10.0%0.284%
1/16/2024 Retirement Planning Group LLC10,849$663K0.1%-2.9%0.117%
1/12/2024 Redhawk Wealth Advisors Inc.11,550$706K0.1%N/A0.124%
1/12/2024 Mezzasalma Advisors LLC5,667$346K0.2%N/A0.061%
1/9/2024 Guardian Financial Partners LLC75,772$4.63M3.8%-9.6%0.815%
1/8/2024 Systelligence LLC202,133$12.35M3.4%+8.8%2.173%
1/8/2024 Channel Wealth LLC14,156$865K0.4%-16.3%0.152%
1/5/2024 CGN Advisors LLC11,240$687K0.1%+169.7%0.121%
11/30/2023 Modera Wealth Management LLC676,030$34.21M0.5%N/A7.269%
11/14/2023 Valley National Advisers Inc.7,827$431K0.1%-3.0%0.084%
11/13/2023 AlphaCore Capital LLC912$50K0.0%N/A0.010%
11/13/2023 LPL Financial LLC81,184$4.47M0.0%+374.1%0.873%
11/13/2023 PNC Financial Services Group Inc.6,118$337K0.0%+75.2%0.066%
11/9/2023 UBS Group AG56,704$3.12M0.0%-23.7%0.610%
11/9/2023 Crewe Advisors LLC2,948$162K0.0%-25.3%0.032%
11/8/2023 HighTower Advisors LLC203,845$11.24M0.0%+6.3%2.192%
11/8/2023 Exencial Wealth Advisors LLC9,522$525K0.0%+3.3%0.102%
11/8/2023 Milestone Investment Advisors LLC33,484$1.85M0.5%+14.8%0.360%
11/7/2023Avant Capital LLC6,168$340K0.4%+16.2%0.066%
11/6/2023 Callan Capital LLC467,797$25.77M2.8%-0.1%5.030%
11/6/2023 Nicholas Hoffman & Company LLC.5,575$307K0.0%+18.8%0.060%
11/3/2023 Opes Wealth Management LLC164,745$9.08M2.5%+3.2%1.771%
11/2/2023 Coldstream Capital Management Inc.18,970$1.05M0.0%-21.8%0.204%
11/1/2023 Modera Wealth Management LLC676,030$34.21M0.6%N/A7.269%
10/31/2023 James Investment Research Inc.11,230$619K0.1%+18.7%0.121%
10/31/2023 Resonant Capital Advisors LLC27,942$1.54M0.2%-4.1%0.300%
10/30/2023 GSG Advisors LLC13,763$758K0.4%N/A0.148%
10/26/2023 Sound Stewardship LLC190,275$10.48M7.0%+0.6%2.046%
10/25/2023 Retirement Planning Group LLC11,168$615K0.1%-4.1%0.120%
10/24/2023 Raymond James Financial Services Advisors Inc.47,659$2.63M0.0%+1.1%0.512%
10/24/2023 Raymond James & Associates23,982$1.32M0.0%+77.7%0.258%
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10/24/2023 Cambridge Investment Research Advisors Inc.122,720$6.76M0.0%+0.4%1.320%
10/23/2023 Chevy Chase Trust Holdings LLC9,412$519K0.0%-3.6%0.101%
10/23/2023Commonwealth Equity Services LLC17,043$939K0.0%+35.0%0.183%
10/20/2023 Townsend Asset Management Corp NC ADV53,265$2.94M1.5%-3.1%0.573%
10/17/2023 Leonard Rickey Investment Advisors P.L.L.C.61,461$3.39M1.1%-0.5%0.661%
10/13/2023 CGN Advisors LLC4,168$230K0.0%N/A0.045%
10/12/2023 Sage Financial Management Group Inc.6,305$347K0.2%N/A0.068%
10/12/2023 SeaCrest Wealth Management LLC15,426$850K0.1%+1.7%0.166%
10/11/2023 CVA Family Office LLC67,744$3.73M0.9%-1.9%0.728%
10/11/2023 Wade Financial Advisory Inc16,136$889K0.4%-10.0%0.174%
(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, 96 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 ($13.36M), Sound Stewardship LLC ($11.88M), HighTower Advisors LLC ($11.24M), and Cambridge Investment Research Advisors Inc. ($10.27M).Learn more on FNDB's institutional investors.

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

Of the 75 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. ($103.42K), and Guardian Financial Partners LLC ($85.85K).

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

Institutional investors have bought a total of 3,475,770 shares in the last 24 months. This purchase volume represents approximately $193.90M 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 ($33.03K), 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 474,428 shares in the last 24 months. This volume of shares sold represents approximately $25.93M in transactions.


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This page (NYSEARCA:FNDB) was last updated on 5/19/2024 by MarketBeat.com Staff

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