Who Owns FNDB?
Schwab Fundamental U.S. Broad Market Index ETF — Institutional Ownership & 13F Holdings
$29.33
+0.33 (+1.14%)
Market Cap
$1.2B
Shares Outstanding
39,552,053
Institutional Holders
153
Total Inst. Value
$415.9M
% of Float Held
—
QoQ Holder Change
+60
Institutional data as of Q1 2025
New Positions
39
Closed Positions
11
Increased
40
Decreased
38
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $157.7M | 6,853 |
| 2 | FINANCIAL CONSULATE, INC | $37.7M | 1,637,012 |
| 3 | Callan Capital, LLC | $30.8M | 1,337,085 |
| 4 | HighTower Advisors, LLC | $15.5M | 672,998 |
| 5 | Opes Wealth Management LLC | $14.6M | 634,586 |
| 6 | Cambridge Investment Research Advisors, Inc. | $14.1M | 611,814 |
| 7 | Sound Stewardship, LLCNew | $13.2M | 572,124 |
| 8 | RAYMOND JAMES FINANCIAL INC | $10.3M | 445,799 |
| 9 | Systelligence, LLC | $9.9M | 431,799 |
| 10 | BANK OF AMERICA CORP /DE/ | $9.4M | 410,514 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | +514 | $157.7M |
| HighTower Advisors, LLC | +7K | $15.5M |
| Opes Wealth Management LLC | +116K | $14.6M |
| Cambridge Investment Research Advisors, Inc. | +36K | $14.1M |
| Sound Stewardship, LLCNew | +572K | $13.2M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| LPL Financial LLC | -135K | $3K |
| AMERIPRISE FINANCIAL INC | -108K | $5.7M |
| Systelligence, LLC | -29K | $9.9M |
| Callan Capital, LLC | -17K | $30.8M |
| Milestone Investment Advisors LLC | -13K | $890K |
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Frequently Asked Questions
How many institutional investors hold FNDB?
As of Q1 2025, 153 institutional investors report holding FNDB (Schwab Fundamental U.S. Broad Market Index ETF) in their 13F filings.
Which hedge fund owns the most FNDB?
The largest institutional holder of FNDB is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $157.7M in shares.
Are institutions buying or selling FNDB?
This quarter, 39 institutions opened new positions in FNDB and 11 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.