FNDB

Schwab Fndmntl US Brd Mr ETF

+$21.5M

Net Activity

Institutions Holding

170

Popularity Rank

#3283

Avg Weight

0.25%

Total Value

$332.2M

Ownership Trend

170 institutions currently hold FNDB, with 84 net buyers and 57 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

57

Net Buying Institutions

84

Key Holders

Key Holders

Top 5 by Value

AC
AlphaCore Capital LLC
$33.4M
FC
Financial Consulate, INC
$28.3M
OW
Opes Wealth Management LLC
$20.3M
HA
HighTower Advisors, LLC
$17.8M
SS
Sound Stewardship, LLC
$17.4M

Top 5 by Conviction

SS
Sound Stewardship, LLC
7.98%
BA
Brightwater Advisory LLC
4.91%
FC
Financial Consulate, INC
3.52%
OW
Opes Wealth Management LLC
3.33%
FC
Family Capital Management, Inc.
2.84%
View all 170 holding institutions

Quarterly Activity

Recent Activity

+$184.6M

Total Buy Value

$147.8M

Total Sell Value

New buy21
Trim47
Add63
Sold out10

84

Net Buyers

57

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding SCHWAB FNDMNTL US BRD MR ETF (FNDB)?
Major stakeholders currently include AlphaCore Capital LLC ($33.4M), Financial Consulate, INC ($28.3M), Opes Wealth Management LLC ($20.3M). Based on the latest 13F filings, there are a total of 170 tracked investment funds and institutions maintaining positions in FNDB.
What is the overall institutional sentiment toward FNDB recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $21.5M, driven by 84 managers accumulating shares while 57 reduced their exposure.
Which institutions have been selling or reducing their FNDB positions?
In the latest period, 47 funds trimmed their holdings, and 10 managers completely exited their positions. The aggregate reported sell value was $147.8M.
Are there any notable investors adding FNDB to their portfolios?
Yes, buying activity remains notable. 21 institutions opened new positions in {ticker}, and 63 existing holders added to their shares. The total reported buy value for the quarter amounted to $184.6M.

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