SCHWAB FUNDAMENTAL BROAD MKT

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FNDB·808524789·US·ETF·Unknown - Unknown

FNDB (SCHWAB FUNDAMENTAL BROAD MKT) is held by 56 institutional investors as of Q2 2026. Largest holders: EP Wealth Advisors, LLC ($22.5M), HighTower Advisors, LLC ($16.7M), BANK OF AMERICA CORP /DE/ ($14.5M). Net institutional sentiment: Mixed.

56

Holders

(8 Elite)

$152.2M

Total Value

57% (49)

Consensus

28 buying - 21 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)85

Insider (Form 4)80

Activist (13D/13G)60

Congressional (STOCK Act)67

Holder Quality

51

★★★★★

Elite

59

★★★★

Strong

59

★★★

Solid

17

★★

Below

76

★

Weak

Held by 56 funds

8 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for FNDB.

Top Holders

Top Holders (56)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
EP Wealth Advisors, LLC	Increased	739,826(+6158.6%)	$22.5M	0.1%	+4.43%	46
HighTower Advisors, LLC	Decreased	548,150(-16.2%)	$16.7M	0.0%	+62.35%	0
BANK OF AMERICA CORP /DE/	Increased	477,418(+9.8%)	$14.5M	0.0%	+34.72%	31
MORGAN STANLEY	Decreased	434,811(-1.1%)	$13.2M	0.0%	+37.21%	0
RAYMOND JAMES FINANCIAL INC	Increased	305,564(+1.5%)	$9.3M	0.0%	+36.50%	28
ENVESTNET ASSET MANAGEMENT INC	Increased	296,599(+6.8%)	$9M	0.0%	+36.54%	30
MML INVESTORS SERVICES, LLC	Increased	217,288(+26.6%)	$6.6M	0.0%	+28.13%	34
Mariner, LLC	Increased	209,903(+4.5%)	$6.4M	0.0%	+21.18%	28
OSAIC HOLDINGS, INC.	Increased	194,869(+149.8%)	$5.9M	0.0%	+13.59%	44
JONES FINANCIAL COMPANIES LLLP	Increased	182,667(+31.1%)	$5.5M	0.0%	+18.76%	34
UBS Group AG	Decreased	111,614(-3.8%)	$3.4M	0.0%	+51.72%	0
LPL Financial LLC	Increased	104,739(+0.3%)	$3.2M	0.0%	+49.27%	26
AMERIPRISE FINANCIAL INC	Increased	91,395(+4.5%)	$2.8M	0.0%	+42.51%	27
MAI Capital Management	Decreased	81,440(-1.6%)	$2.5M	0.0%	+35.53%	0
WAWealthspire Advisors, LLC	Unchanged	79,329	$2.4M	0.0%	+50.01%	0
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	76,246(-9.0%)	$2.3M	0.0%	+48.27%	0
Quantinno Capital Management LP	Increased	66,851(+31.2%)	$2M	0.0%	+10.97%	33
Cetera Investment Advisers	Increased	54,938(+2.6%)	$1.7M	0.0%	+27.53%	26
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	51,538(+1.2%)	$1.6M	0.0%	+31.00%	26
BROWN BROTHERS HARRIMAN & CO	Unchanged	51,171	$1.6M	0.0%	+57.20%	0

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer