SCHWAB FNDMNTL US BRD MR ETF (FNDB) Institutional Ownership Changes & 13F Activity
SCHWAB FNDMNTL US BRD MR ETF (FNDB). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Osaic Holdings, Inc., Ameriprise Financial Inc, Susquehanna International Group, Llp, Jones Financial Companies Lllp, and Bank Of America Corp.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +1,931 | +11.8% | 18,270 | $556.50K | Q2 2026 | Sep 09, 2026 |
| Mercer Global Advisors Inc | Buy | +15 | +0.0% | 38,956 | $1.19M | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +6,856 | +34.5% | 26,743 | $814.60K | Q2 2026 | Aug 18, 2026 |
| Equitable Holdings, Inc. | Buy | +318 | +2.9% | 11,329 | $345.08K | Q2 2026 | Aug 17, 2026 |
| Osaic Holdings, Inc. | Buy | +116,851 | +149.8% | 194,869 | $5.94M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +91,395 | — | 91,395 | $2.78M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -60,648 | -57.9% | 44,066 | $1.34M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +43,347 | +31.1% | 182,667 | $5.55M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +42,608 | +9.8% | 477,418 | $14.54M | Q2 2026 | Aug 14, 2026 |
| Cozad Asset Management Inc | Buy | +24,872 | — | 24,872 | $757.60K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -10,334 | -43.4% | 13,480 | $410.00K | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +10,077 | — | 10,077 | $306.94K | Q2 2026 | Aug 14, 2026 |
| Coldstream Capital Management Inc | Sell | -8,369 | -16.8% | 41,472 | $1.26M | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, Llc | Buy | +8,295 | — | 8,295 | $252.67K | Q2 2026 | Aug 14, 2026 |
| Brown Advisory Inc | Buy | +6,840 | — | 6,840 | $208.35K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +4,562 | +1.5% | 305,564 | $9.31M | Q2 2026 | Aug 14, 2026 |
| Aqr Capital Management Llc | Sell | -3,669 | -7.5% | 45,158 | $1.38M | Q2 2026 | Aug 14, 2026 |
| Mai Capital Management | Sell | -1,320 | -1.6% | 81,440 | $2.48M | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, Llc | Buy | +871 | +4.6% | 19,800 | $603.11K | Q2 2026 | Aug 14, 2026 |
| Milestone Investment Advisors Llc | Sell | -224 | -0.7% | 30,303 | $923.03K | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group Llc | Buy | +15 | +0.4% | 4,045 | $123.20K | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +2 | +0.4% | 571 | $17.38K | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management Lp | Buy | +15,894 | +31.2% | 66,851 | $2.04M | Q2 2026 | Aug 13, 2026 |
| O'Shaughnessy Asset Management, Llc | Buy | +11,779 | +1133.7% | 12,818 | $390.44K | Q2 2026 | Aug 13, 2026 |
| Mariner, Llc | Buy | +8,943 | +4.5% | 209,903 | $6.39M | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Sell | -4,747 | -1.1% | 434,811 | $13.24M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Sell | -4,444 | -3.8% | 111,614 | $3.40M | Q2 2026 | Aug 13, 2026 |
| Gsg Advisors Llc | Sell | -3,634 | -8.5% | 39,253 | $1.20M | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +2,388 | +20.1% | 14,264 | $434.48K | Q2 2026 | Aug 13, 2026 |
| Fmr Llc | Sell | -1,895 | -8.3% | 20,927 | $637.45K | Q2 2026 | Aug 13, 2026 |
Frequently asked questions about FNDB activity
Which institutional owners are buying FNDB?
Institutional owners buying FNDB include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in FNDB activity?
"Buy" means an investor increased their reported position in FNDB compared to the prior reporting period. This reflects growing exposure to SCHWAB FNDMNTL US BRD MR ETF (FNDB) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in FNDB increasing?
Institutional interest in FNDB can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.