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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+1,931+11.8%18,270$556.50KQ2 2026Sep 09, 2026
Mercer Global Advisors IncBuy+15+0.0%38,956$1.19MQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+6,856+34.5%26,743$814.60KQ2 2026Aug 18, 2026
Equitable Holdings, Inc.Buy+318+2.9%11,329$345.08KQ2 2026Aug 17, 2026
Osaic Holdings, Inc.Buy+116,851+149.8%194,869$5.94MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+91,39591,395$2.78MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-60,648-57.9%44,066$1.34MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+43,347+31.1%182,667$5.55MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+42,608+9.8%477,418$14.54MQ2 2026Aug 14, 2026
Cozad Asset Management IncBuy+24,87224,872$757.60KQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-10,334-43.4%13,480$410.00KQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+10,07710,077$306.94KQ2 2026Aug 14, 2026
Coldstream Capital Management IncSell-8,369-16.8%41,472$1.26MQ2 2026Aug 14, 2026
Orion Porfolio Solutions, LlcBuy+8,2958,295$252.67KQ2 2026Aug 14, 2026
Brown Advisory IncBuy+6,8406,840$208.35KQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+4,562+1.5%305,564$9.31MQ2 2026Aug 14, 2026
Aqr Capital Management LlcSell-3,669-7.5%45,158$1.38MQ2 2026Aug 14, 2026
Mai Capital ManagementSell-1,320-1.6%81,440$2.48MQ2 2026Aug 14, 2026
Modern Wealth Management, LlcBuy+871+4.6%19,800$603.11KQ2 2026Aug 14, 2026
Milestone Investment Advisors LlcSell-224-0.7%30,303$923.03KQ2 2026Aug 14, 2026
Larson Financial Group LlcBuy+15+0.4%4,045$123.20KQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+2+0.4%571$17.38KQ2 2026Aug 14, 2026
Quantinno Capital Management LpBuy+15,894+31.2%66,851$2.04MQ2 2026Aug 13, 2026
O'Shaughnessy Asset Management, LlcBuy+11,779+1133.7%12,818$390.44KQ2 2026Aug 13, 2026
Mariner, LlcBuy+8,943+4.5%209,903$6.39MQ2 2026Aug 13, 2026
Morgan StanleySell-4,747-1.1%434,811$13.24MQ2 2026Aug 13, 2026
Ubs Group AgSell-4,444-3.8%111,614$3.40MQ2 2026Aug 13, 2026
Gsg Advisors LlcSell-3,634-8.5%39,253$1.20MQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcBuy+2,388+20.1%14,264$434.48KQ2 2026Aug 13, 2026
Fmr LlcSell-1,895-8.3%20,927$637.45KQ2 2026Aug 13, 2026
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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.