FNDB

SCHWAB FNDMNTL US BRD MR ETF
USCUSIP 808524789
Institutional Owners
49
+5 QoQ
13F Value Held
$68.4M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)27 adding · 16 trimming
Insider net (180d)+$0
Price history not yet available for FNDB.

Top institutional holders

49 13F filers
#FundPosition valueSharesLast moveAs of
1AlphaCore Capital LLC
$33.4M
1.23MReducedQ1 2026
2MML INVESTORS SERVICES, LLC
$4.7M
171.6KAddedQ1 2026
3Clearstead Advisors, LLC
$4.6M
168.9KNewQ1 2026
4Resonant Capital Advisors, LLC
$2.5M
93.7KReducedQ1 2026
5MAI Capital Management
$2.3M
82.8KReducedQ1 2026
6Foster Group, Inc.
$2.0M
75.1KAddedQ1 2026
7Nicholas Hoffman & Company, LLC.
$1.8M
66.3KReducedQ1 2026
8Valmark Advisers, Inc.
$1.4M
52.2KAddedQ1 2026
9BROWN BROTHERS HARRIMAN & CO
$1.4M
51.2KHeldQ1 2026
10WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$1.4M
50.9KAddedQ1 2026
11COLDSTREAM CAPITAL MANAGEMENT INC
$1.4M
49.8KReducedQ1 2026
12Carnegie Investment Counsel
$1.2M
42.3KAddedQ1 2026
13HB Wealth Management, LLC
$1.1M
39.8KAddedQ1 2026
14CITADEL ADVISORS LLC
$762K
31.8KNewQ2 2025
15EXENCIAL WEALTH ADVISORS, LLC
$749K
27.5KReducedQ1 2026
16Chicago Partners Investment Group LLC
$661K
22.9KNewQ1 2026
17Modern Wealth Management, LLC
$575K
21.6KNewQ4 2025
18Beacon Pointe Advisors, LLC
$541K
19.9KNewQ1 2026
19Retirement Planning Group, LLC
$511K
18.8KHeldQ1 2026
20Integrated Wealth Concepts LLC
$444K
16.3KNewQ1 2026
21Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma
$397K
14.6KHeldQ1 2026
22Composition Wealth, LLC
$369K
13.6KAddedQ1 2026
23Kestra Advisory Services, LLC
$353K
13.0KAddedQ1 2026
24Waverly Advisors, LLC
$346K
12.7KNewQ1 2026
25Steward Partners Investment Advisory, LLC
$323K
11.9KHeldQ1 2026

Fund activity — latest quarter

Opened (NEW)
14
funds
Added
13
funds
Reduced
14
funds
Exited
2
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

44 funds+43 since Q2 2025
02244Q2 2025Q4 2025Q1 2026
funds holding aggregate valuelatest $68M

Funds that own FNDB also own

CompanyCo-held byCombined value
Apple IncAAPL48 funds$17.0B
Nvidia CorpNVDA48 funds$14.9B
Microsoft CorpMSFT48 funds$13.4B
STATE STREET SPDR S&P 500 ETF TRUST CL USD INCSPY48 funds$9.8B
Amazon.com IncAMZN48 funds$9.5B
VANGUARD S&P 500 ETFVOO48 funds$8.2B
GOOGLE INCGOOGL48 funds$7.9B
Alphabet Inc Cl CGOOG48 funds$6.2B
Broadcom IncAVGO48 funds$5.6B
Bershire Hathaway inc DelBRK/B48 funds$5.3B
Jpmorgan Chase & CoJPM48 funds$5.0B
Meta Platforms Inc Cl AMETA48 funds$4.5B

Ranked by how many of FNDB's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for FNDB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.